Roberts & Company

Tax preparation and planning are central services, alongside bookkeeping and accounting support for individuals and small businesses. Individual work covers self-employment income, rental properties, home sales, quarterly estimates, and tax planning checkpoints through the year. Business services include Schedule C tax returns and optimization, bookkeeping, and monthly accounting engagements with strategy sessions for growing service businesses. Property owners can get help with depreciation schedules, home sale exclusions, 1031 exchanges, and Airbnb income reporting. Retirement tax planning includes IRA conversions, required minimum distribution calculations, and coordinating retirement accounts. Service is available in person in Mountlake Terrace and remotely across Washington, with a focus on complex tax situations involving self-employment, property, and small business operations.