Our Tax Preparation Approach
We believe in making tax preparation a manageable and pleasant experience for our clients – and certainly an experience that is without surprises.
That is why the Robideau CPA team works closely with each individual and small business. We want to create a customized plan that will minimize your tax burden.
We begin by fostering a real relationship with you. We get to know your business and take the time to listen. Then we offer specific ideas and strategies that fit your unique situation.
You can trust in our custom approach for a great tax preparation experience.
Tax Preparation for Individuals
Our hands-on and personal approach to tax preparation allows us to partner effectively with people from all walks of life. Our wide range of individual clients includes doctors, lawyers, professional athletes, pastors, real estate agents, inspectors, appraisers, retirees and professionals working abroad.
Tax Preparation for Small Businesses
The Robideau CPA team specializes in working with small businesses in industries including construction, professional services, oil & gas, real estate, landscaping, appraisal, education and healthcare.
What to bring your CPA at tax time
Let us help you prepare for a streamlined tax preparation experience. Here is a list of the items you will want to bring to your CPA when tax time rolls around.
1099s, including 1099B (year-end brokerage statement), 1099C, 1099INT, 1099DIV, 1099Misc, 1099R, 1099S, and 1099G
K-1s from S-corps and partnerships
Summarized business income and expenses, rental income and expenses, and farm income and expenses
Health insurance premiums
Moving expenses (if you moved further than 30 miles for work)
1098T Tuition statement
Sales tax paid on large purchases
Personal property taxes
Mortgage interest statement
Tax prep fees
Unreimbursed employee business expenses