Roberts CPA Group

05/27/2026

Estate Plans – Protect Savings and Plan Ahead
Watch Our Video and Contact Us for a Consultation Today -https://www.roberts.cpa/consultation

05/26/2026

Honoring the brave men and women who made the ultimate sacrifice for our freedom. 🇺🇸 This Memorial Day, we remember and thank you for your service.

05/23/2026

Want to feel more confident with your business finances?

Start by learning these key terms. They’re the foundation of smart decision-making and long-term growth.

Save this post for when you're reading financial statements or planning your next move! No matter what stage you are in running your business, we're here to help.

05/21/2026

Having a small business accountant can make a world of difference for your business. Here's how:

1. Time savings: Spend more time growing your business while we handle bookkeeping, payroll, and financial tasks, freeing up your valuable time.

2. Financial guidance: We can address almost any business management topic, including budgeting, setting and tracking your goals, addressing cash flow issues and more.

3. Compliance confidence: We can help keep you informed of tax regulations and industry standards, helping you avoid costly penalties and fines.

Let us help you take your business to the next level!

05/20/2026

Owning commercial real estate isn’t just about building equity — it’s also one of the most tax-advantaged investments available. The U.S. tax code offers multiple incentives that can reduce your taxable income, enhance cash flow, and maximize your long-term returns. Whether you own an office building, warehouse, or retail property, understanding these benefits can turn your investment into a powerful financial engine.

Read more here:https://www.roberts.cpa/content-library/Real-Estate/Tax-Advantages-of-Owning-Commercial-Real-Estate

05/15/2026

A recent court ruling may give some taxpayers the opportunity to recover certain IRS penalties or interest paid between 2020–2023.

Swipe through to learn what the Kwong v. United States case could mean for individuals and small businesses and which types of payments may be worth reviewing.

If you think this could apply to you, our team can help review your IRS payment history and discuss whether filing a claim makes sense for your situation before the July 10, 2026 deadline.

05/14/2026

In 2026, data-driven decision-making is no longer optional for business owners. QuickBooks continues to be one of the most widely used accounting platforms, and its reporting capabilities play a critical role in understanding financial performance, cash flow, and overall business health. Knowing which reports to review regularly can help business owners move from reactive management to proactive planning.

Read more here:https://www.roberts.cpa/content-library/QuickBooks-Tips/QuickBooks-Reports-Business-Owners-Rely-on-in-2026

05/13/2026

Most small business owners know to watch out for scams targeting their personal information. But did you know your business can be a target for tax identity theft too?

Criminals can use stolen EINs, payroll information, or fake tax filings to commit fraud, and many businesses do not realize there’s an issue until the IRS sends a notice or rejects a return.

A few simple security habits can go a long way in helping protect your business. We’re sharing common warning signs, practical prevention tips, and what to do if something feels off.

When most people hear “identity theft,” they think about stolen Social Security numbers or tax refunds. But small businesses are targets too.

05/07/2026

Be sure to check out these important May deadlines but while you’re planning ahead, there are a few other things individuals and small business owners may want to keep on their radar this month too.

• If you’re on extension, now’s the time to start gathering your information instead of waiting until later in the year
• Still waiting on your refund? The IRS “Where’s My Refund?” tool can help you track its status
• Watch out for scams — the IRS will never contact you by phone, email, or text asking for payment or personal information
• Planning for summer camps or childcare? Some expenses may qualify for tax benefits
• Hiring teens or seasonal employees this summer? Make sure you’re aware of federal and state labor law requirements before bringing employees on board

A little planning in May can help set you up for a smoother summer ahead!

05/05/2026

Managing payroll is one of the most important—and time-consuming—parts of running a business. The right payroll software can simplify compliance, automate taxes, and save hours each month. But with so many platforms available, how do you decide which one best fits your needs?

Read more here:https://www.roberts.cpa/content-library/Payroll/How-to-Choose-the-Right-Payroll-Software-for-Your-Small-Business