ABOUT OUR FIRM

ABOUT OUR FIRM

ROBERTS TAX AND RETIREMENT PLANNING


As a veteran-owned and operated firm headquartered in Gilbert, Arizona, we serve as your fiduciary partner and advocate in retirement and tax planning. We offer you a multi-pronged approach to help you retire with reduced risk to your principal, while our IRS-credentialed EAs (Enrolled Agents) provide tax advantaged strategies to help you and your heirs keep more of your hard-earned money. The EA is the highest credential awarded by the IRS at the federal level; a CPA is licensed at the state level.

ROBERTS TAX AND RETIREMENT PLANNING


As a veteran-owned and operated firm headquartered in Gilbert, Arizona, we serve as your fiduciary partner and advocate in retirement and tax planning. We offer you a multi-pronged approach to help you retire with reduced risk to your principal, while our IRS-credentialed EAs (Enrolled Agents) provide tax advantaged strategies to help you and your heirs keep more of your hard-earned money. The EA is the highest credential awarded by the IRS at the federal level; a CPA is licensed at the state level.

OUR MISSION


Our mission is to provide highly-customized personal service to our clients through comprehensive tax and retirement planning. Our goal is to exceed client expectations, anticipate future needs, and provide fiduciary, unbiased, clear solutions on a continual basis. Our team strives to serve with honesty, integrity and open communication. We aim to help each client achieve financial independence, and maintain such independence throughout retirement.

OUR MISSION


Our mission is to provide highly-customized personal service to our clients through comprehensive tax and retirement planning. Our goal is to exceed client expectations, anticipate future needs, and provide fiduciary, unbiased, clear solutions on a continual basis. Our team strives to serve with honesty, integrity and open communication. We aim to help each client achieve financial independence, and maintain such independence throughout retirement.

Roberts Tax and Retirement Planning is a fiduciary, veteran-owned and operated financial and tax advisory firm founded in 2009 by David and Amanda Roberts.
Roberts Tax and Retirement Planning is a fiduciary, veteran-owned and operated financial and tax advisory firm founded in 2009 by David and Amanda Roberts.

In order for you to achieve your goals for retirement, it’s important to work with a financial advisor who provides both retirement strategies to help reduce risk, as well as a tax strategies to help reduce taxes. At Roberts Tax and Retirement Planning, we look holistically at everything from taxes to retirement income sources to your desire for tax-advantaged wealth transfer to heirs and more.

In order for you to achieve your goals for retirement, it’s important to work with a financial advisor who provides both retirement strategies to help reduce risk, as well as a tax strategies to help reduce taxes. At Roberts Tax and Retirement Planning, we look holistically at everything from taxes to retirement income sources to your desire for tax-advantaged wealth transfer to heirs and more.

MEET THE TEAM

DAVID ROBERTS, MBA, EA, PMP

Managing Partner, Tax and
Retirement Planner

AMANDA ROBERTS

Director of Operations

CONTACT US

To set up a no-obligation appointment with us to discuss your taxes and your retirement, send us an email, or book an appointment now.

CONTACT US

To set up a no-obligation appointment with us to discuss your taxes and your retirement, send us an email, or book an appointment now.