Trevor Roberts and all the staff at this firm are excellent professionals who can provide both financial investment advice as well as consider tax implications. They have saved my father so much money every year by utilizing a strategy that reduces taxes and fees without sacrificing growth. They manage complex taxes for business and rental properties and help us minimize taxes whenever possible with clear planning and sound advice.
Jones and Roberts will tailor suggestions to your own situation and goals. They provide ongoing guidance and support to their clients. Absolutely LOVE this firm!
November 2023
Jones and Roberts have been preparing our taxes and are our financial planners for over 8 years. We are a military family and have been serviced by Trevor in every state we have resided. We HIGHLY RECOMMEND the services they offer.
May 2021
I have been using Jones & Roberts for tax preparation, payroll, and investments for a few years now. The entire staff is excellent....they are easy to get a hold of whenever I need something, and great at their jobs. Having all of those services in one place makes my job much easier!
Trevor Roberts and all the staff at this firm are excellent professionals who can provide both financial investment advice as well as consider tax implications. They have saved my father so much money every year by utilizing a strategy that reduces taxes and fees without sacrificing growth. They manage complex taxes for business and rental properties and help us minimize taxes whenever possible with clear planning and sound advice.
Jones and Roberts will tailor suggestions to your own situation and goals. They provide ongoing guidance and support to their clients. Absolutely LOVE this firm!
Jones and Roberts have been preparing our taxes and are our financial planners for over 8 years. We are a military family and have been serviced by Trevor in every state we have resided. We HIGHLY RECOMMEND the services they offer.
I have been using Jones & Roberts for tax preparation, payroll, and investments for a few years now. The entire staff is excellent....they are easy to get a hold of whenever I need something, and great at their jobs. Having all of those services in one place makes my job much easier!