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Roberts Group CPA LLC

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About
Local Melbourne firm, Roberts Group CPA is a full-service CPA firm offering a broad range of accounting and tax services. Free initial consultation. Also, ask about our special rates for Seniors and returns needed to qualify for Federal Stimulus Package funds (CARES Act). We can also provide our clients access to our secure portal. This provides a safe and secure means to send and receive tax information remotely. If you are looking for a blend of personal service and expertise, you have come to the right place. We bring real-world experience to our service approach, and our rates are reasonable.
Overview

Hired 40 times

Background checked

3 employees

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, and Credit card.

Social media

Facebook, Twitter

Top Pro status

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2021

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2017

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2016

Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media
Projects and media
Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Very good 4.6

25 reviews

5

84%

4

8%

3

0%

2

0%

1

8%

Read reviews that mention:


pro avatar
Lawrence C.

Feb 5, 2016

Hired on Thumbtack

RECOMMEND. I highly recommend Roberts Group CPA for any business accounting and tax work. Dan Roberts is very professional, easy to talk to, accurate and efficient. Dan provides honest feedback and sound advice.
Business Tax Preparation
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Daniela C.

Apr 8, 2017

Hired on Thumbtack

My husband and I really liked them, from now on they are our accountants!
Accounting
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Frances C.

Mar 17, 2021

Hired on Thumbtack

I am very happy with the work that The Roberts Group has done for me. Their responsiveness to my inquiry was prompt, all my questions were answered, and the work I needed done was completed in a very timely manner. Carla and Tony are friendly and professional, I was at ease having them handle my business. Thank you!!
Individual Tax Preparation
pro avatar
John s.

Aug 4, 2020

Hired on Thumbtack

They did a great job with my taxes.they also charged a very fair price.Both Tony and Carla had a very welcoming atmosphere in their office. Thank you, John Schmidt
Individual Tax Preparation
pro avatar
Isabel M.

Jul 15, 2020

Hired on Thumbtack

Individual Tax Preparation
Credentials
Background Check

Daniel Roberts

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Serving Melbourne, FL and Brevard County. We are local Certified Public Accountants based in Melbourne that provide very reasonable and affordable tax services. We would be happy to assist you with filing your tax returns. We would suggest having an initial phone consultation to discuss your tax return needs. Our initial discussion and consultation is provided free of charge. We would be happy to schedule an appointment to discuss your tax needs. In addition we will provide special discount rates for low income seniors and for those needing to file a return to qualify for Federal Stimulus Package funds (CARES Act).

  • What is your typical process for working with a new customer?

    We are local Certified Public Accountants dedicated to providing affordable accounting and tax services to individuals and small businesses. When working with a new customer, we first recommend speaking with you by phone or in-person at our office, whichever is more convenient for you. This initial consultation is free of charge. During the consultation, we discuss how we can best help you with your accounting and tax needs. We can also provide our clients access to our secure portal. This provides a safe and secure means to send and receive tax information remotely.

  • What education and/or training do you have that relates to your work?

    The team at Roberts Group CPA are Certified Public Accountants (CPAs). Each CPA is licensed to practice in the State of Florida and have earned a Master’s degree level of education. In addition to their education, the CPAs have a high level of technical competence, a sense of commitment to service, good communication and analytical skills, and the ability to work well with people.

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