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.
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Enter various payment options and determine how long it may take to pay off a credit card.
Understanding the Basics of Medigap Policies
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
When it comes to generational differences, knowing the facts can be difficult.
Do your insurance needs stay the same when the nest empties?
Understanding how capital gains are taxed may help you refine your investment strategies.
Understanding the types of extended care services—and what those services could cost—may be critical.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
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There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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A bucket plan can help you be better prepared for a comfortable retirement.
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There are hundreds of ETFs available. Should you invest in them?
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