Phoebe Roberts, CPA
Phoebe Roberts, CPA provides a variety of planning and tax services to individuals and businesses. I am known for accessibility, knowledge, patience and ability to make complex tax concepts understandable to my clients. My mission is to give/bring my clients tax peace of mind.
New clients are accepted only from known referral sources. The two most important criteria for client acceptance are whether I like you and whether I think we can help you.
I help my clients make sense of the world, using tax returns as the starting point for the discussion. Most of my advice is from a tax standpoint, because that is what I specialize in, but the value I bring to the table is in my willingness to listen; myability to answer "the question behind the words" -- what my clients are truly concerned about, even if they can't articulate that concern themselves; and my desire to help my clients understand as much as they want to understand about their tax and financial situation.
All I do is tax planning and preparation - no financial statements, compilations, reviews, audits, payroll, investment advice, or anything else. Tax is complex enough without trying to know the rules for other areas.
