Firm Profile

Robertson Group offers clients the benefits of experienced tax and accounting assistance to fulfill their personal and business related financial goals. Firm founder, Mark Robertson, comes from a family background of certified public accountants and enjoys working to saving clients more of their hard-earned money.

Our Passion for Quality Service

As a CPA firm, Robertson Group is dedicated to providing knowledgeable, professional tax and accounting services to both businesses and individual clients. It is our duty and our passion to help others save more money and remain compliant with regulations set forth by the IRS. Our experience with tax code and accounting guidelines allow us to help our clients achieve solvency and intelligently plan their financial futures around sound tax and accounting strategies. Doing so is part of our love for the profession of public accounting.

Convenient Digital Accounting and Online Access

Our Suffolk accounting firm makes it easier than ever to share essential data with our team and access records and reports. Through our secure client portal, clients can upload documents that can be accessed by our CPA for review and incorporation into their tax and accounting plan. No more dropping off paperwork in person if it is inconvenient for you.

In an effort to help clients access all of the latest and most beneficial digital accounting technology, our firm also provides remote access to advanced software through our client portal, including QuickBooks for small business bookkeeping. With virtual access, clients get a visual on a remote desktop where they can bring up their accounting system. Better yet, our accounting team has access to the same information, so we can work with all of your financial data online to make our accounting services seamlessly and digitally accessible -- no matter where you happen to be.

An Open Door Policy for Client Satisfaction

While we make every effort to offer digital tools that lessen the need to visit our accounting firm for routine services, our open door client policy makes it easy to visit us any time you need to. If you have a question or concern that you feel more confident addressing in-person, we welcome your visit and will work to meet your needs at our Suffolk office location.

Learn More -- Contact our CPA Firm Today

For more information about our services and our firm click to Meet the Team, review our list of Services, or Schedule your Consultation with our team today.