Roberts & Company

Roberts & Company A Tax Advisory Firm
Straight, authoritative and friendly advice. Visit us: www.robertsandcompanytx.com
Or give us a call: (737) 775-9100

Founder Stephanie Roberts launched Stephanie’s Accounting, PLLC in 2017. At Stephanie's Accounting, we have what is needed to support you. We record, maintain, reconcile, produce financials and solve accounting software problems. With a leader like Stephanie, who completed her Master’s in Taxation from the University of Denver in 2019, we are ready to use our knowledge and experience to help our clients. Helping people with accounting and taxes is our passion.

How it started: "I know I should probably have a financial plan."How it went: Clearer goals, a better understanding of y...
10/09/2026

How it started: "I know I should probably have a financial plan."
How it went: Clearer goals, a better understanding of your options, and a strategy for moving forward. 🙌

You don't have to figure everything out on your own. Working with a financial professional can help bring structure to your financial goals.
Ready to start planning? Visit www.stephaniesaccounting.cpa.

Before your meeting, consider gathering:☑️ Your current financial goals☑️ A general picture of your income and expenses☑...
10/06/2026

Before your meeting, consider gathering:

☑️ Your current financial goals
☑️ A general picture of your income and expenses
☑️ Savings and investment information
☑️ Retirement account information
☑️ Questions or concerns you want to discuss

The more prepared you are, the more productive your conversation can be. Contact Roberts & Company to schedule a consultation.

We don't just provide investment guidance. We also help with retirement planning and long-term financial strategies.Havi...
10/02/2026

We don't just provide investment guidance. We also help with retirement planning and long-term financial strategies.

Having a plan can make it easier to work toward your goals with confidence. Visit www.stephaniesaccounting.cpa to learn more.

Part-time CFO service provides executive-level financial guidance including budgeting, forecasting, and strategic planni...
09/30/2026

Part-time CFO service provides executive-level financial guidance including budgeting, forecasting, and strategic planning for growth initiatives. This differs from regular accounting because it focuses on performance metrics and strategic decisions.

CFO services monitor:
• Customer acquisition costs
• Profit margins by service line
• Cash conversion cycles
• Break-even analysis
• Key performance indicators

These metrics require customized reporting beyond standard bookkeeping and inform decisions about pricing, operational efficiency, and resource allocation.

POV: You finally scheduled a meeting with a financial advisor and have a real plan for where your money is going. 🙌💰Whet...
09/29/2026

POV: You finally scheduled a meeting with a financial advisor and have a real plan for where your money is going. 🙌💰

Whether you're thinking about retirement, investments, savings, or your long-term goals, professional guidance can help you make informed decisions.

Ready to start planning? Call (737) 775-9100.

Which financial strategy would you choose?📈 Focus on investing for long-term growth💵 Focus on paying down debtThere's no...
09/25/2026

Which financial strategy would you choose?
📈 Focus on investing for long-term growth
💵 Focus on paying down debt

There's no one-size-fits-all answer when it comes to financial planning. Which strategy would you rather prioritize? Tell us in the comments!

Need help creating a strategy for your financial goals? Contact Roberts & Company.

If you've ever heard the saying, "Don't put all your eggs in one basket," you've already heard the basic idea behind div...
09/22/2026

If you've ever heard the saying, "Don't put all your eggs in one basket," you've already heard the basic idea behind diversification.

Diversification is an investment strategy that involves spreading your investments across different types of assets, industries, or sectors rather than relying heavily on a single investment.

Have questions about building a diversified portfolio? The team at Roberts & Company is here to help.

Whether you're wondering about:📊 Retirement planning💰 Tax preparation📈 Investment strategies🏡 Saving for a major life ev...
09/18/2026

Whether you're wondering about:
📊 Retirement planning
💰 Tax preparation
📈 Investment strategies
🏡 Saving for a major life event..our team is here to help.

Drop your questions in the comments below, and we'll do our best to provide helpful information. If you'd rather speak with someone one-on-one, give Roberts & Company a call at (737) 775-9100.

Visit www.stephaniesaccounting.cpa to learn more about our advisors, our services, and how we can help you move toward y...
09/15/2026

Visit www.stephaniesaccounting.cpa to learn more about our advisors, our services, and how we can help you move toward your financial goals with confidence.

Unfiled returns accumulate penalties and interest while leaving compliance issues unresolved. The good news? Records can...
09/14/2026

Unfiled returns accumulate penalties and interest while leaving compliance issues unresolved. The good news? Records can be reconstructed even when original documentation is incomplete.

We provide judgment-free support for individuals and businesses addressing prior-year filing gaps. The process involves gathering available records, reconstructing missing information, and filing returns in chronological order.

Completing unfiled returns stops penalty accrual and establishes accurate tax liability, enabling resolution of outstanding obligations.

Have you dealt with unfiled returns before? What was most challenging about the process?

Address

S Bagdad
Leander, TX
78641

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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