Business Details
Your Trusted Partner for Accounting & Tax Solutions
Roberts Accounting, CPAs, P.C, CPAs, P.C. is a public accounting firm built on a foundation of trust and collaboration. Our team of entrepreneurs and thought leaders shares a passion for making a difference in the lives of our clients and each other. We pride ourselves on being refreshingly different from other firms, offering creative service solutions and maintaining a positive, uplifting approach to client relationships. Our mission centers on delivering the highest quality accounting and tax solutions through unwavering ethical standards and a steadfast commitment to our work. We prioritize client needs, emphasize clear communication, and maintain strict confidentiality while upholding the highest professional standards.Our services span bookkeeping, tax preparation, financial planning, and advisory solutions tailored to diverse industries. We utilize innovative tools like TaxExact to enhance accuracy and reduce audit risks, while our Unbox advisory platform provides strategic guidance for business growth. With decades of combined experience, our certified professionals bring expertise in tax strategy, business valuations, and compliance. We are recognized for our client-centric approach, personalized attention, and ability to simplify complex financial matters. Our culture fosters innovation, continuous learning, and work-life balance, ensuring our team remains dedicated to excellence and empathy in every client interaction.
Services
Bookkeeping
Tax Preparation
Payroll Services
Financial Planning
Advisory Services
Highlights and features
- We offer certified expertise through our team of CPAs and tax advisors.
- Our TaxExact tool reduces audit risks through innovative verification processes.
- We provide personalized advisory services via our Unbox platform.
- Our team maintains decades of combined experience in diverse industries.
- We prioritize client relationships built on trust and transparency.
Associations and certifications
- CPA
Services
Bookkeeping
Our bookkeeping services ensure accurate financial record-keeping for businesses of all sizes. We handle accounts payable/receivable, payroll processing, and financial statement preparation. Our team uses modern software to maintain organized, audit-ready records tailored to your industry needs.
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, including S-corps, C-corps, and partnerships. Our services cover income tax, estate tax, and sales tax filings. We utilize TaxExact software to minimize errors and optimize tax-saving opportunities while ensuring compliance.
Payroll Services
Our payroll solutions handle tax withholdings, direct deposits, and regulatory compliance for businesses. We manage year-to-date financials, W-2/1099 reporting, and state/federal tax filings. Our system ensures accurate, timely payroll processing with reduced administrative burdens.
Financial Planning
We offer strategic financial planning including cash flow analysis, budgeting, and break-even projections. Our services help businesses optimize financial performance, manage risk, and plan for growth. We provide tailored advice on entity structure and succession planning.
Advisory Services
Our advisory services focus on tax strategy, compliance reviews, and operational improvements. Using the Unbox platform, we deliver customized solutions for financial optimization, risk management, and organizational development. We partner with clients to achieve long-term business goals.
People
Patrick Roberts
Managing Partner
Patrick Roberts leads our firm with over 25 years of accounting experience. He specializes in tax strategy and business valuations, guiding clients through complex financial decisions while fostering our innovative culture.
Daniel Basch
Tax Advisor
Daniel Basch provides expert tax advisory services with dual CPA/ABV and CVA certifications. He focuses on tax planning, compliance, and business valuations, delivering strategic solutions for clients across multiple industries.
Sean O'Brien
Tax Advisor
Sean O'Brien combines CPA certification with an MBA to offer comprehensive tax advisory services. His expertise includes corporate tax strategy, financial analysis, and compliance solutions for growing businesses.
Lisa Sill
Senior Tax Advisor
Lisa Sill specializes in individual and business tax preparation with over 15 years of experience. She focuses on accuracy and client education, ensuring clear understanding of tax implications and compliance requirements.
Sam Gitsis
Senior Tax Advisor
Sam Gitsis provides senior-level tax advisory services with expertise in international tax reporting and compliance. He assists clients with cross-border tax issues and complex return preparations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax preparation, financial planning, and advisory services tailored to small businesses across multiple industries.
How does your TaxExact software benefit clients?
TaxExact reduces audit risks by verifying tax return accuracy through our proprietary verification process, minimizing errors in complex filings.
What tax deadlines should I be aware of?
S-corp/partnership extensions are due Sept 15; C-corp extensions Oct 15. Personal returns are due April 15, with our document deadlines 2-4 weeks prior.
Can I pay invoices online?
Yes, we accept ACH and credit card payments through our secure online portal for convenient invoice settlement.
Do you serve clients outside Rochester, NY?
While based in Rochester, we serve clients nationwide through digital document sharing and virtual consultations.
What industries do you specialize in?
We work with construction, hospitality, healthcare, technology, agriculture, and retail sectors, offering industry-specific accounting solutions.
Reviews (3)
Bethany Cady
Sep 13, 2020
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Pat and his team are simply the best!! Always willing to help and answered every single question I had!! I will NEVER use another accounting firm!! Thanks for everything you guys do!!
Jake K.
Jul 28, 2017
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I have used Roberts exclusively for two companies and they have become a reliable partner for us. Much more than a basic accounting firm, we receive support with taxes, financial management and strategic planning. The owner Pat Roberts and his team are pleasure to work with, and have become a trusted advisor for our business.
Jimmy Beyers
Jun 11, 2016
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Great place to get your taxes done. Roberts accounting is friendly helpful and always has the answers. Pat Roberts is very good at what he does. I have and will continue to recommend them to friends and family. Great job.
