Shaun Roberts, EA, CFP^®

President

(718) 967-1272
sra@srawealthadvisors.com

My financial services firm was established over 27 years ago to provide efficient, expert solutions to businesses and individuals. My primary services include  Individual & Small Business taxation, business consulting, financial services. I also offer a host of specialty services to cater to the unique needs of my clients. My Associates and I serve a wide range of individuals, corporations, partnerships, trusts and Estates and are experts in the financial issues and tax laws that impact our clients. We offer the benefit of years of experience gained from previous positions. We are flexible, knowledgeable professionals that base our success on your success.

My firm is dedicated to serving all of your tax & financial needs. I offer competitive pricing options for new business start-ups and your 1st consultations are always complimentary. New individual and business clients are always welcome no matter how small. I also offer full tax service to global clients.

My continuing mission is to serve you by providing the highest level of expertise and professionalism possible. Click any "Schedule Now" button to get started.

Thank you,
Shaun Roberts