Business Details
28 Years
experience
Expert Tax & Accounting Services in Torrington, CT
The Roberts Tax Group was established in 1998 with a mission to deliver personalized tax, accounting, and advisory solutions for individuals and businesses. Our boutique firm combines the expertise of larger regional firms with a client-focused approach, prioritizing lifelong relationships over transactional interactions. Our team of licensed professionals brings decades of experience in federal tax compliance, business advisory, and tax resolution services. We specialize in serving small businesses and entrepreneurs, offering tailored strategies for tax planning, bookkeeping, and financial management. Our commitment to innovation is reflected in our adoption of digital technologies for real-time financial insights and remote service delivery.With a track record of multi-generational client relationships, we emphasize transparency, ethical practices, and practical solutions. Our services extend beyond traditional accounting to include expert testimony and specialized tax representation. Headquartered in Torrington, Connecticut, we serve clients nationwide through flexible consultation options. Our people-first philosophy ensures that every client receives customized attention to maximize returns and minimize tax liabilities. Over 25 years, we've built a reputation as trusted advisors in tax compliance and resolution, combining technical excellence with personalized care.
Services
Individual Tax Preparation
Business Tax Preparation
Tax Resolution
Accounting Services
Bookkeeping
Virtual Services
Expert Testimony
Details
- Year established: 1998
Highlights and features
- We have over 25 years of combined experience in tax compliance and resolution services
- Our team includes licensed Enrolled Agents with specialized IRS expertise
- We offer flexible consultation options including Zoom meetings and remote services
- Our client-focused approach ensures personalized financial strategies for each engagement
- We combine advanced technologies with traditional accounting principles for accurate results
What people say
Delighted with their services
Great group to work with
Most helpful and attentive
Professionals with small business understanding
Excellent interaction with bookkeeper
Services
Individual Tax Preparation
Our Individual Tax Preparation service ensures accurate and comprehensive filing of personal income tax returns. We help clients maximize deductions and credits while maintaining full compliance with federal and state regulations. Our professionals systematically review financial documents to optimize tax outcomes.
Business Tax Preparation
We provide specialized business tax preparation services for corporations, partnerships, and S-corporations. Our expertise includes complex tax forms and compliance requirements while implementing strategic tax planning to minimize liabilities and enhance business financial health.
Tax Resolution
Our Tax Resolution services help clients address IRS and state tax agency issues through installment agreements and offers in compromise. We represent clients in audits and develop customized solutions for delinquent taxes, penalty abatements, and debt settlements.
Accounting Services
We offer comprehensive accounting services including financial statement preparation, internal controls implementation, and profitability analysis. Our technology-driven approach ensures accurate financial tracking and reporting for informed business decision-making.
Bookkeeping
Our Bookkeeping services cover accounts receivable/payable management, bank reconciliations, and financial record organization. We maintain precise records to support accurate tax filings and provide ongoing financial visibility for business operations.
People
Dr. Kristin Roberts
Founding Partner
With nearly three decades of experience, Dr. Kristin Roberts holds a Doctor of Business Management degree and specializes in federal tax compliance for small businesses across Connecticut.
Brett Wald
Managing Partner
As Managing Partner, Brett Wald leads tax representation and advisory services for individuals and small businesses, leveraging extensive expertise in accounting and tax compliance.
Tala Rahnavard
Bookkeeper
Tala brings six+ years of experience in bookkeeping with specialized knowledge of financial records organization and client-focused accounting support.
Hope Zawisza
Administrative Assistant
Hope provides administrative support with a focus on office management and customer service excellence, maintaining seamless operations for client engagements.
Se Eun Kim
Staff Accountant
Se Eun Kim specializes in bookkeeping for closely held businesses and comprehensive individual tax preparation while ensuring state and federal compliance.
Questions
What tax services does Roberts Tax Group offer?
We provide individual and business tax preparation, tax resolution, accounting, bookkeeping, and expert testimony services for clients in Connecticut and nationwide.
Do you offer virtual tax consultation options?
Yes, we offer Zoom meetings, telephone consultations, and secure document sharing through our client portal for remote tax and accounting services.
Can you help with IRS tax debt issues?
Our tax resolution experts specialize in handling IRS debt through installment agreements, offers in compromise, and audit representation for individuals and businesses.
How does your accounting service work?
We provide comprehensive accounting services including financial statement preparation, internal controls implementation, and profitability analysis using industry-standard software like QuickBooks.
What areas do you serve?
While based in Torrington, Connecticut, we serve clients nationwide with local expertise and virtual service capabilities through secure digital platforms.
How can I schedule a tax consultation?
Schedule through our online booking system for in-person, telephone, or Zoom consultations, or contact us directly at (860) 283-4847 for urgent matters.
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Reviews (4)
Heather Mogielnicki
Sep 02, 2021
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Positive:Professionalism,Responsiveness
I have worked with Kris for the last 3 years with my business. She is so incredibly helpful and beyond responsive to my emails and all my questions. I am constantly impressed with how quickly she responds and answers my questions! Highly highly recommend them.
I have worked with Kris for the last 3 years with my business. She is so incredibly helpful and beyond responsive to my emails and all my questions. I am constantly impressed with how quickly she responds and answers my questions! Highly highly recommend them.
Fighting For Justice - Fighting For Peace
Aug 22, 2021
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To be fair, they're a decent group with somewhat competitive prices, but I had to give them only one star because they don't wear masks in the office which is irresponsible and disrespectful to their customers. Regardless of if you're vaccinated or if you believe the pandemic is real or not, as a business they should be more considerate and follow all CDC guidelines and show some respect for their customers by wearing masks at all times and being proactive with sanitation. In addition, they don't always follow up with their customer's questions and they typically close at 4pm, not 7pm as the internet
Michele Martin
Aug 20, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I cant say enough about the Roberts Tax Group. They are professional, extremely knowledgeable, prices are very reasonable and they respond quickly. I highly recommend them, theyre awesome, and Im thankful that I found them.
I cant say enough about the Roberts Tax Group. They are professional, extremely knowledgeable, prices are very reasonable and they respond quickly. I highly recommend them, theyre awesome, and Im thankful that I found them.
Cad Map
May 24, 2021
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This younger tax group is tech savvy and removed a negative Google review a friend had posted (-1 star). They also are hit and miss with wearing masks during this pandemic (-1 star). Then, because of changing tax laws, I was sent an e-mail after I originally filed saying it would cost $250 to amend taxes that originally cost $175. My tax return is simple compared to more complicated returns (i.e., one W-2, single), so (-1 star). Finally, price gouging during a pandemic and economic uncertainty is poor decision making and unethical (-1 star). There's other people that can do your taxes, shop around
