Robertson Group is your home for personalized, comprehensive accounting services in Suffolk and the greater Western Branch area. Our experienced CPAs specialize in helping business owners manage complex accounting and tax needs. We are at your side to support continued financial solvency for your business enterprise.
We have the ability to help you run your business with ease, through a suite of services that allow you to plan for your financial future and run your business in an efficient manner. Unlike what you might find at a commercial tax preparation shop, we are not a one-and-done tax accounting firm. Our services work in concert to help you achieve better clarity into your financial standing and achieve timely-filed and processed tax documents.
We have the ability to help you run your business with ease, through a suite of services that allow you to plan for your financial future and run your business in an efficient manner. Unlike what you might find at a commercial tax preparation shop, we are not a one-and-done tax accounting firm. Our services work in concert to help you achieve better clarity into your financial standing and achieve timely-filed and processed tax documents.
Services
Robertson Group offers clients the benefits of experienced tax and accounting assistance to fulfill their personal and business related financial goals. Firm founder, Mark Robertson, comes from a family background of certified public accountants and enjoys working to saving clients more of their hard-earned money.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
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Erick P.
Sep 02, 2020
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