About Us

Gary Roberts & Associates provides expert, personalized tax accounting services for individuals and businesses, backed by years of experience and deep industry knowledge.

Our Story

About US

At Gary Roberts & Associates, we specialize in delivering high-quality tax accounting services for individuals and businesses. Backed by years of experience and a strong grasp of the ever-changing tax regulations, we offer customized solutions designed to fit the specific needs of each client. Our commitment lies in helping you navigate the complexities of taxation with clarity, confidence, and results-driven strategies.

15

Years of experience

36K

Satisfied clients around the USA

642

Project completed in 12 States

Our Services

Comprehensive Tax and Financial Services

Tax Preparation

We offer tax preparation services for individuals, small businesses, and corporations, ensuring accuracy, timely filing, and maximized deductions. Our meticulous approach helps minimize tax liabilities while ensuring your returns are fully compliant with all regulations.

Tax Planning

Our proactive tax planning aims to minimize your liability while aligning with financial goals. We analyze your financial situation and create customized strategies to optimize your tax position and ensure long-term financial success.

Audit Representation

In case of an audit, our experienced team represents you and communicates with tax authorities, ensuring a smooth process. We protect your interests by handling all necessary paperwork and providing expert support throughout the audit process.

Business Consulting

We offer business consulting services to help owners navigate tax decisions and optimize operations for growth. Our tailored solutions focus on improving financial outcomes and ensuring tax efficiency for long-term success.

Estate and Trust Tax Services

We specialize in handling tax obligations for estates and trusts, ensuring compliance while maximizing benefits for beneficiaries. Our expertise helps protect financial interests and provides peace of mind during the tax process.

The Goal

Expert Tax Services Tailored to You

The goal of this one-liner is to clearly and concisely communicate what Gary Roberts & Associates does, highlighting their expertise, personalized approach, and experience — all in a way that builds trust and appeals to potential clients (both individuals and businesses).

The Outlook

Future-Focused, Client-Driven

At Gary Roberts & Associates, our outlook is rooted in continuous growth, adaptability, and unwavering client focus. As the tax landscape evolves, so do we—embracing new technologies, staying ahead of regulatory changes, and refining our strategies to better serve individuals and businesses.

The Team

Meet Our Team

Matthew Cole

Founder

Juan Soto
Co-Founder
Benjamin Shaw
COO

Giving Back

Giving Back with Purpose

At Gary Roberts & Associates, we believe in making a positive impact beyond the numbers. Giving back to the community is a core part of who we are. Whether it’s through supporting local charities, offering pro bono tax services to those in need, or volunteering our time and expertise, we are committed to uplifting the communities we serve. For us, success isn’t just measured by financial growth, but by the difference we make in people’s lives.

Get in Touch with Us

We’re here to assist you with all your tax and financial needs. Whether you have questions or need personalized advice, our team is ready to help.

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