Deborah Roberts

Deborah Roberts Email and Phone Number

Principal at Roberts & Wise, Certified Public Accountants @
Deborah Roberts's Location
Lake Forest, California, United States, United States
Deborah Roberts's Contact Details

Deborah Roberts work email

Deborah Roberts personal email

n/a
About Deborah Roberts

Deborah Roberts, CPA is principal of Roberts & Wise, Certified Public Accountants. Roberts & Wise specializes in providing small- to mid-size business owners with services geared to their specific needs.Through the hands-on involvement of our highly experienced professionals, we provide insightful accounting and tax advice that helps clients to grow and preserve wealth, as well as consulting in critical areas such as tax minimization, tax-efficient wealth management, reduced operating costs, key employee retention, asset protection, and risk minimization.At Roberts & Wise, we care about our clients, pure and simple. Our clientele enjoy the personalized service that we devote to each client and their specific needs. We believe it is essential that you receive responsive, attentive service and we show it with prompt answers and insights to address your concerns. We build trust with our clients and help them to address key tax and financial issues in their business and personal life.SERVICE CAPABILITIESIn today’s increasingly complicated business world, a CPA firm must provide exceptional tax and financial guidance for its clients. Our core strength is in tax compliance and planning, serving businesses, estates/trusts, and wealthy individuals. Deborah Roberts has decades of experience preparing business and personal tax returns.Building upon our tax expertise, Roberts & Wise offers additional services through affiliate firm relationships including:- Business Transition/Succession Planning- Financing- Employee Benefits- Investment Management, Risk Management & Insurance- Retirement & Financial PlanningCLIENTS SERVEDWe serve privately-held businesses across a diverse range of industries, including:- Contractors- Distributors- Manufacturing- Physicians- Professionals/service- Real estate development and management- Real estate professionals- Restaurants- Software- TechnologyWhile we do serve start-up enterprises most of our clients are established and successful businesses. Our clients typically have revenues from $500,000 to $10 million. Many have diverse holdings in addition to their businesses, including rental properties (commercial and residential). These wealthy individuals rely upon Roberts & Wise to provide professional guidance that help their businesses to grow and prosper.

Deborah Roberts's Current Company Details
Roberts & Wise, Certified Public Accountants

Roberts & Wise, Certified Public Accountants

Principal at Roberts & Wise, Certified Public Accountants
Deborah Roberts Work Experience Details
  • Roberts & Wise, Certified Public Accountants
    Principal
    Roberts & Wise, Certified Public Accountants 2018 - Present
  • Roberts & Wise, Llp
    Managing Partner
    Roberts & Wise, Llp 2014 - 2018
  • Dainko & Wise, Llp
    Tax Principal
    Dainko & Wise, Llp 2012 - 2014
  • Morahan & Assoc.
    Staff Accountant
    Morahan & Assoc. 2008 - 2012
  • Thomas Piehl, Cpa, Pc
    Staff Accountant
    Thomas Piehl, Cpa, Pc 1994 - 2008
  • Mann, Cantey & Assoc.
    Staff Accountant
    Mann, Cantey & Assoc. 1991 - 1994
  • Shaw, Eisenberg, Floyd & Rothchild
    Auditor
    Shaw, Eisenberg, Floyd & Rothchild 1989 - 1991

Deborah Roberts Skills

Litigation Civil Litigation Real Estate Legal Writing Due Diligence Intellectual Property Legal Research Litigation Support Corporate Law Mergers And Acquisitions Trials Mergers Document Review Corporate Governance

Deborah Roberts Education Details

  • Elmhurst College
    Elmhurst College
    Accounting

Frequently Asked Questions about Deborah Roberts

What company does Deborah Roberts work for?

Deborah Roberts works for Roberts & Wise, Certified Public Accountants

What is Deborah Roberts's role at the current company?

Deborah Roberts's current role is Principal at Roberts & Wise, Certified Public Accountants.

What is Deborah Roberts's email address?

Deborah Roberts's email address is dr****@****ose.com

What schools did Deborah Roberts attend?

Deborah Roberts attended Elmhurst College.

What skills is Deborah Roberts known for?

Deborah Roberts has skills like Litigation, Civil Litigation, Real Estate, Legal Writing, Due Diligence, Intellectual Property, Legal Research, Litigation Support, Corporate Law, Mergers And Acquisitions, Trials, Mergers.

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