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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Here are six flags that may make your tax return prime for an IRS audit.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Here is a quick history of the Federal Reserve and an overview of what it does.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are three things to consider before dipping into retirement savings to pay for college.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learn about what risk tolerance really means in this helpful and insightful video.
When you retire, how will you treat your next chapter?