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Roberts Tax and Retirement Planning LLC

Tax Preparer
Gilbert Arizona 85233

4802702802 Click to dial

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Listing Represents
Company
First Name
David
Last Name
Roberts
Company Name
Roberts Tax and Retirement Planning LLC
Your Position
CEO
Best Describes You
Tax Preparer
Phone Number
4802702802
Emails Sent To

Where Are You Located?

Address Line 1
890 W. Elliot Rd.
Address Line 2
Suite 101
City
Gilbert
State
Arizona
Country
United States
Postal Code
85233

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Hours of Operation
Monday - Thursday: 9am-5pm
Friday: 9am-12pm
Credentials
ChFC, EA, MBA, PMP
Managing Partner, Tax and Retirement Planner

About Roberts Tax and Retirement Planning LLC

Roberts Tax and Retirement Planning, founded by former IRS Revenue Agent David Roberts, offers personalized tax and retirement planning solutions designed to meet the unique needs of individuals, families, and businesses. With a strong focus on integrity and transparency, our firm combines years of experience in tax expertise with a deep commitment to helping clients achieve long-term financial security. Our team brings a hands-on, client-centered approach to every service, ensuring that each client receives a tailored strategy that aligns with their goals.

Whether you’re seeking proactive tax planning, retirement guidance, or a comprehensive financial strategy, Roberts Tax and Retirement is dedicated to providing trustworthy, professional guidance. We prioritize educating clients on the best options available, empowering them to make informed financial decisions at every stage of life.

Areas of expertise:

  1. Comprehensive Tax Planning – Strategies for minimizing tax liabilities through personalized tax plans.
  2. Retirement Planning – Guidance on building, protecting, and distributing retirement assets.
  3. Tax-efficient Investment Strategies – Structuring investments to maximize returns and minimize tax impact.
  4. IRS Representation – Expertise in managing IRS inquiries and resolving tax issues.
  5. Wealth Transfer and Estate Planning – Structuring assets for smooth transfers and tax-efficient inheritance.
  6. Small Business Tax Strategy – Customized tax planning and retirement solutions tailored for business owners.
  7. Social Security Optimization – Helping clients make informed decisions on Social Security benefits for maximum benefit.
  8. Education and Legacy Planning – Planning for future educational costs and establishing a financial legacy.
  9. Risk Management – Incorporating insurance and risk mitigation strategies in financial plans.