I am a CPA and CFP serving individuals, families, and small businesses to lower taxes, enhance their financial life and accumulate and maintain their wealth. My small, independent firm is dedicated to providing the highest level of customer service. I seek to develop and maintain long-term relationships with clients and provide customized solutions that meet their needs.By offering comprehensive tax, accounting, and financial services, I strive to integrate clients’ many needs into a cohesive strategy, which each piece working with the others. The result is greater financial organization and less stress.Today, I serve a wide range of clients, from young families to busy professionals to small businesses. Regardless of the services for which these clients come to me, they value my tax expertise and planning perspective, and put their trust in me to serve them honestly and individually. By integrating our tax, accounting, and financial services, we strive to simplify our clients’ lives and help them create and execute a plan that can guide them toward their goals.Whether you’ve already started planning for the future or have yet to put strategies in place, I encourage you to reach out to me today for a no-obligation conversation to see how I may be able to help you. Please click my "Contact Info" to schedule a call via my online calendar, or send me an email at kevin@roberts-cpa.com anytime.Specialties: Medical professionals, professional service providers, restaurant industries. Virtual CFO services. Mergers and acquisitions.