Roberts & Associates, CPA

Retirement and Estate Solutions

We provide retirement, trust and estate planning and compliance services throughout the year for small business owners, high net worth individuals, and others who appreciate exceptional service and personal attention. 

We work with your attorney, broker, and insurance agent to help you identify your goals, prepare and implement a plan, and ensure that the products and services you choose are appropriate for your situation.

Retirement, trust and estate planning and compliance services include:

• Fiduciary (estate or trust) income tax return preparation.
• Oklahoma estate tax return preparation, including affidavits of nontaxable estates, for deaths prior to 2010.  Effective January 1, 2010, there is no Oklahoma estate tax.  The Oklahoma Tax Commission will not issue a lien release for deaths after this date, since no estate tax lien would attach in that situation.
• Gift and generation-skipping transfer tax return preparation.
• Review of trust documents to ensure tax and personal objectives are met.