Tax and Financial Services for Clients in the Greater New York Area
Shaun Roberts Associates is an independent tax and financial services firm based in Staten Island, New York serving individuals and small business owners in the tri-state area and across the country.
Often, a financial advisor and tax professional are the two most trusted professionals in one’s financial life. Shaun Roberts Associates was founded with the goal of combining the two into one, serving as a one-stop resource for tax, audit representation, and financial services.
As an independent firm, we are in a unique position: we can offer a wide array of services and products typically found at a large firm, but offer the personal care and communication of a small practice. We focus on building long-term client relationships by always striving to make clients feel welcome and part of the family.
Our goal is to help clients preserve their assets and build their wealth in a tax efficient manner. We seek to educate clients on investment opportunities* and tax strategies while helping them navigate the complexities of financial planning* throughout the ever-changing life events.
By providing impeccable service at competitive rates, we have formed countless rewarding relationships; in fact, more than 95% of new business comes from client referrals. To schedule your complimentary consultation, call the firm or click here to schedule online.
*Investment and financial services are offered by Shaun Roberts through his affiliation with HD Vest.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
February 2018 Top Five
2018 could be shaping up to be an interesting year.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It's important to understand the pros and cons when considering a prepaid debit card.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Do you have an estate strategy? You should.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Here's a breakdown of how the federal government spends your tax money.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Why are 401(k) plans, annuities, and IRAs so popular?
How will you weather the ups and downs of the business cycle?
Learn how to harness the power of compound interest for your investments.
Here are five facts about Social Security that might surprise you.