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Robert helped me when the IRS contacting me stating that I owed several thousand dollars in taxes from four years ago. I had no idea what mistake I had made in filing my taxes, as I had done them myself that year. Robert helped me untangle the web of IRS paperwork and was able to get the largest expense completely waived, reducing the amount I owed substantially. I was so thankful to have someone in my court to be an advocate for me. He saved the day!

I am now using Robert to transfer my IRA, Roth IRA and 401K, as well as set up a financial plan for me. Robert is a professional who truly cares about his clients. He treats me just as important as if I were one of his larger clients. I can highly recommend Robert for any tax, accounting or financial planning services.

BenefitMall – Payroll Division November 18, 2015