With an emphasis on individuals and small to medium size businesses, this firm offers a wide range of services. These include estate planning, income tax planning, retirement planning, net worth analysis, asset allocation and investment management, risk management, cash flow and debt management, higher education funding, and other financial funding goals.

Going hand-in-hand with these services are income tax preparation, representation before the Internal Revenue Service, including tax audit, penalties, payment arrangements and offers in comprise, financial forecasts and projections, business succession planning, buying and selling a business, mergers and acquisitions, performance measurement, estate and trust tax planning and preparation, accounting software support, computer system services, and litigation support.

At Clay Robertson, CPA, the roadmap to a workable accountant/client relationship is to promote self-sufficiency to clients rather than dependency. "I prefer our clients to be self sufficient in their day-to-day and monthly accounting needs,” "As a result, I strive to offer training and support for our clients in order to achieve this."

I must emphasize that the firm constantly looks for cost effective, efficient methods to solve problems and to pursue opportunities for our clients. "I want to stay closely involved with my clients' business affairs throughout the year. I believe frequent and effective communications with my clients one of our real strengths."

Thank you for your time and should you be in need of my services or just have questions please feel free to contact me.