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 consultation, call the firm or click here to schedule online.
*Investment and financial services are offered by Shaun Roberts through his affiliation with Avantax.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Retirees traveling abroad need to know that their health insurance travels with them.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Tips to avoid checking in luggage on your next vacation.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The market is as unpredictable as the weather. We’d love to help you prepare.