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Services

Robertson Neal & Company, LLP provides a wide range of services to individuals and businesses in a variety of industries. At Robertson Neal & Company, LLP, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Accounting and Auditing Services

Accounting and auditing services are an integral part of the services we provide and include the following:

  1. Audits of financial statements
  2. Compilation and review of financial statements
  3. Bookkeeping services
  4. Nonprofit services including audit, compilation, review and bookkeeping
  5. ERISA audits
  6. Agreed upon procedures engagements
  7. Projections and forecasts

Tax Planning and Return Preparation Services

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs. But our dedication to you doesn't stop after the tax filing deadline. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

We provide tax preparation and planning services for:

  1. Individuals
  2. C Corporations and S Corporations
  3. Partnerships
  4. Limited Liability Companies and Partnerships
  5. Employee Benefit Plans
  6. Estates and Trusts
  7. Nonprofit Organizations

Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Robertson Neal & Company, LLP provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Investment advisory services are offered through RNC Financial Services LLC, a registered investment advisory firm. Tax and accounting services are offered through Robertson Neal & Company LLP, a CPA firm.


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