Thank you Dave Roberts CPA, PA for joining us as an Entrepreneur member!

Our client services involve assisting clients with the various tax and business matters which include the following:

➢ Tax preparation of individual and business income tax returns for US Citizens/Residents and Foreign Nationals

➢ Tax planning for individuals and businesses for US Citizens/Residents and Foreign Nationals

➢ Certified Acceptance Agent for assisting foreign clients with obtaining Individual Tax Identification Number (ITIN) from the Internal Revenue Service

➢ Tax resolution of federal and state tax matters

➢ Preparation of financial statements for business entities

➢ Preparation of personal financial statements for individuals

➢ Small Business Advisory services (such as management consulting, start-up, exit strategies, etc.)


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