Robert T. Green Cpa Pc

Tax Preparation-Investments-Professional Money Management-Estate Planning


 



A Unique Offering of Accounting and Planning Services


 

Robert T Green CPA, PC, established and serving the area since 1974, was founded as an accounting and tax services professional company, and it operated in that fashion for more than 25 years.  Many of today’s clients or their families began with Robert T. Green, Sr., and have continued to utilize the firm’s professional tax and accounting skills after his retirement.

 Tax law complexity has increased planning complexity as new regulations have been promulgated over the past century.  Realizing that tax regulations in the U.S. were becoming tightly intertwined with personal wealth planning, Robert T. Green, Jr., CPA, began to offer comprehensive financial planning and wealth management services to our tax and accounting clients in 1999.  Since Paul Whitmire, EA, CFP® joined Robert T. Green CPA in 2003, the scope of integrated tax, accounting, and wealth management planning has expanded.  In addition to individual and business tax preparation, tax planning, and consulting, our services include a variety of customized retirement plans, estate plans, family risk planning, and other wealth management services.

Robert T. Green, CPA PC employees are independent advisors.  There are no proprietary products or other inducements to sell clients certain offerings.  Our clients expect and receive the high fiduciary standards exemplified by the CPA and CFP® professionals’ code of ethics.  This was particularly valuable during the recent economic tribulations, when clients were concerned about the effect of the economy on their retirement.

Clients who have taken advantage of our services offering understand the importance of creating plans for tax efficiency, and we regularly discuss possible effects of pending tax regulations on their wealth accumulation strategy.  Because we are supported by a network of local and national professional planning experts, we generally offer one stop solutions to a large variety of tax, accounting, and wealth management topics. 

As tax laws continue to evolve and as fiscal policies continue to be uncertain, we expect that more clients will turn to financial professionals they can trust for impartial solutions to their financial needs.  Robert T. Green, CPA, PC plans to be there for them.

 

 

 

 
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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