Brett Wald, EA

Brett Wald is the Managing Partner at the Roberts Tax Group where he leads and supports a dedicated team focused on delivering exceptional accounting, tax, and tax representation services to individuals and small businesses. Brett’s top priority is ensuring that every client experiences the expertise, integrity, and personalized care that have made the firm a trusted partner in the community.

With more than a decade of professional experience, Brett has cultivated a reputation as a trusted advisor who simplifies the complexities of the tax landscape. His leadership extends beyond the firm—he has served as President of the Connecticut National Association of Tax Professionals and is currently President of the Litchfield BNI Group.

Brett’s career has been marked by his ability to foster meaningful client relationships and drive measurable results. He takes pride in empowering individuals and small businesses to navigate the challenges of taxation with confidence and clarity. His commitment to excellence and education has made him a sought-after leader in the field.

Brett resides in Goshen with his wife and two children. Outside of work, he enjoys spending time with his family and pursuing his passion for golf.

Dr. Kristin Roberts, EA

Kris has over thirty years’ experience in the field of accounting, taxation, and entrepreneurship. Earning her Doctor of Business Management degree, her field research focused on federal tax compliance for small businesses located in the state of Connecticut.

As an educator, Dr. Roberts served as Assistant Program Chair of the Accounting Department at The Malcolm Baldrige School of Business at Post University.  Kris’ love for teaching extends to her professional community as well.  She served as the Chair of the Education Committee for the CT Chapter of the National Association of Tax Professionals (NATP) for several years, before taking the position of President of the Chapter.  Kris also served as Vice-President for NATP’s national Board of Directors. She is a guest lecturer and speaker for a variety of professional and community organizations, including various Chambers of Commerce, SCORE, the Entrepreneurial Center of Northwest CT, and other state chapters of NATP.  Kris has authored a variety of tax related articles that have been published in the TaxPro Journal. Topics have included Taxation of Crowdfunding; First Time Delinquent Taxpayers; Casualty Losses; Profitability and Sustainability; and Partnership Dissolution.

Kris is a native of NW CT and currently lives in Winchester Center.  She is the proud mother of three grown sons and is the grandmother of eight.  When she is not working, she enjoys time with her family, listening to classic rock, live music, going on cruises, …and watching any Marvel movie!