Our Mission

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. We are dedicated to meeting these goals with high standards of excellence, professionalism, and our personal touch.

Background

For years, Dave Roberts, CPA has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.Our mission is to help clients maintain financial viability in the present while taking a proactive approach to help them achieve their future goals. This requires open and ongoing communication to reach an understanding of our clients' needs, thorough research, and sound analysis. We are dedicated to meeting these goals with high standards of excellence, professionalism, and our personal touch.

Our Team

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to help them achieve their future goals. This requires open and ongoing communication to reach an understanding of our clients' needs, thorough research, and sound analysis. We are dedicated to meeting these goals with high standards of excellence, professionalism, and our personal touch.

Founding Shareholder

Dave Roberts, CPA, CGMA

Dave Roberts is licensed CPA in the state of Florida and has been practicing in both the public and private accounting sectors for over 18 years. He began his public accounting career working for a regional firm for over ten years and gained experience working in several industries such as real estate, professional services and the retail industry.

During Dave’s career he has worked with closely held businesses and their owners, advising them in their personal and business tax matters. His experience also includes the preparation of financial statements, business consultation, income tax planning and preparation. He has also conducted training seminars, given university lectures and has been published in several business publications.

In addition, throughout the years he has assisted clients in resolving IRS and state tax disputes by reducing their federal and state tax obligations. As a trusted advisor, he has helped clients to look for ways to improve their profitability and enhance their business.

Education -

Master of Taxation - Nova Southeastern University
Bachelor of Accounting - Florida International University

Professional and Civic Affiliations -

• American Institute of Certified Public Accountants (AICPA)

• Florida Institute of Certified Public Accountants (FICPA)

• National Association of Black Accountants (NABA)

• Greater North Miami Beach Chamber of Commerce

Feel free to contact the office anytime. We are here to help you!

info@drobertspa.com  305-777-1699