Tax Services

Roberts, Cherry's tax specialists are experienced in all aspects of Federal, state and local tax compliance, planning, representation and appeals services. Our tax specialists receive more than 1000 combined hours of technical training each year in order to provide real-time, pro-active planning solutions to our clients. We want to be your trusted tax advisor.

Our philosophy of developing and maintaining close client relationships, allows us to gain a clear understanding of their needs and tailor our service offerings to provide the kind of forward-thinking that helps our clients succeed in business and achieve their personal goals.

For individuals:

• Preparation of Tax Returns
• IRS Audits and Tax Representation
• Amended Returns
• Transfers of Wealth, Estate Planning, Gifts
• Trust Accounting and Reporting
• Previous Year Compliance Reviews

For professionals:

• Industry Specific Tax Planning Strategies
• Multi-State Tax Return Preparation
• Tax Incentives
• S-Corporation Elections
• Tax-exempt Organizations
• Obtaining Financing and Capitalization
• Buy-Sell Agreements
• Cost Segregation Studies
• Ownership Succession Planning
• Mergers and Acquisitions Consulting
• Employee Benefit Plans
• Retirement Plan Selection and Compliance
• Forecasts and Projections
• Bankruptcy and Economic Recovery
• Preparation of Corporate Tax Returns