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.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
For many, retirement includes contributing their time and talents to an organization in need.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Tax preparation may be the perfect time to give the household budget a check-up.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Being healthy not only makes you feel good, it may also help you financially.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are three things to consider before dipping into retirement savings to pay for college.
In life it often happens that the answers to our most pressing questions are right in our own backyards.