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4355 Hylan Blvd
Staten Island, NY 10312

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Shaun Roberts, EA, CFP®

(718) 967-1272

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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.

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Lifetime of Earnings

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Managing Your Lifestyle

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

An Arm and a Leg

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It May Be Time for a Financial Checkup

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The Power of Tax-Deferred Growth

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The Junk Drawer Approach to Investing

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