About RTG

The Roberts Tax Group was founded in 1998 by Managing Partner, Dr. Kris Roberts.  Our boutique firm offers a unique array of tax preparation, representation, and advisory services, a variety of accounting, bookkeeping services, as well as a wide range of business consulting services which include, startups, sustainability, and services designed for the small business owner.

Roberts Tax Group Office Building

RTG has the experience and expertise of larger regional firms but in a comfortable, casual, and intimate setting.  The firm looks to establish lifelong connections with clients, which have turned into multi-generational relationships.  As a family-owned and operated business, RTG knows firsthand the situations faced by individuals as well as small business owners.

The Roberts Tax Group Team

Dr. Kristin Roberts, EA
Managing Partner
Kris Roberts has almost twenty-five year’s experience in the field of accounting, taxation, and entrepreneurship. Kris earned her Doctorate of Business Management from the University of Phoenix.
Brett Wald, EA
Partner
Brett Wald, has almost ten years of experience in the field of accounting and taxation.  He earned his Bachelor’s degree from the Barney School of Business at the University of Hartford in Bloomfield, CT. 
Sarah Haverly
Administrative Assistant
Administrative Assistant with 10 years experience with customer service and daily business management functions.
Jennifer Reynolds
Bookkeeper
Full-Charge Bookkeeper with 10 years of accounting and bookkeeping experience for a wide variety of service, professional and non-profit clients.

Looking for Individual Tax Assistance?

Our team of professionals can provide expert assistance in various tax and accounting matters.

We offer Zoom Meetings, Telephone or In-Person Consultations