David Roberts

David Roberts founded Roberts Tax and Retirement Planning in 2009 after a distinguished career with the IRS as a revenue agent.

His decision to create the firm stemmed from a clear need he saw for tax professionals who could provide integrated services alongside retirement planning. "We take a holistic approach to help our clients meet their unique retirement needs" David explains. This philosophy encompasses retirement and tax planning, investment planning, and fostering a long-term partnership with clients. He emphasizes that tax planning is essential for comprehensive financial advice, noting that it's not just about how much money clients make, but how much tax-advantaged money they retain for themselves and their families. With over 15 years of experience in tax and financial services, David brings a wealth of knowledge to his firm. His background includes roles as an adjunct faculty member at Arizona universities, an IRS revenue agent, a controller for publicly traded companies, and service in the Army in psychological warfare operations. David believes that understanding his clients' unique goals and concerns is key to helping them navigate the complexities of retirement. "No two clients are exactly the same," he says. His satisfaction comes from seeing his clients' life success stories and helping them avoid the "landmines" of retirement risks, including taxation. Along with his wife Amanda, who is the firm's operations director, David is committed to not only providing exceptional tax and retirement planning but also forging lasting relationships built on trust and mutual understanding.