Tax Resolution and Planning

Mr. Roberts provides an informative, yet humorous, overview of any topics related to accounting, auditing, forensic investigation, taxes, and financial analysis.

Speaking engagements are designed to be informative to the level of knowledge and background that the audience has whether that be a lay person with no background in the topic area or an expert in the field. In other words, Mr. Roberts doesn't talk down to experienced individuals or talk over the lay person with no background.

Due to the nature of the material being presented, presentations would not be appropriate for children.

All topics can be tailored to the audience's level of expertise because presentations are not set up prior to an engagement. Material for a presentation is generated upon an engagement being scheduled.

Topics can cover a wide variety of accounting, tax, forensic, and audit related subjects. Each presentation is custom made with the audience, topic, and experience level of the audience in mind.

Mr. Roberts promotes interaction with the audience and is known to wander around the presentation area to engage the audience.

Mr. Roberts is a retired Internal Revenue Agent with 15 years experience with the IRS. Mr. Roberts is now employed as a tax accountant for a firm with 1,600 accounting and tax clients nationwide, and also operates his own tax service and resolution practice. Mr. Roberts holds a BA and an MA in accountancy. He delivers a humorous and engaging discussion on various accounting and tax issues that his audience and speaking organizers determine would benefit their organizations.

While employed with the IRS, Mr. Roberts examined tax returns for a wide variety of industries and various entities. He also assisted the IRS Criminal Investigation Division in the investigation and trial prep phases of several cases.

Mr. Roberts is an enrolled agent and holds the Certified Fraud Examiner certificate. He has mentored other tax professionals who have pursued tax resolution work as well as CFE candidates. He has also conducted forensic analysis work and is pursuing the Master Analyst in Financial Forensics, US Tax Court Practitioner, and CE Provider status with the IRS.

Mr. Roberts can provide a wide variety of topics tailored to meet the needs of any audience relating to tax, finance, economics, accounting, audit, forensics, and life in general.

All performances require a microphone, preferably a wireless device, computer with PowerPoint, Excel, and Access, and the ability to move about the audience to engage members.