 Kevin Roberts, CPA, CFPOwner
Kevin Roberts, CPA, CFP, works with individuals, families, and small businesses to minimize taxes, strengthen their financial well-being, and build and preserve wealth.
As the owner of our independent firm, Kevin is committed to providing exceptional client service and building lasting relationships. He believes in understanding each client’s unique circumstances and developing customized solutions that align with their needs and goals.
Through our comprehensive tax, accounting, and financial services, we take an integrated approach to helping clients manage their financial lives. By bringing these services together, we help create greater organization, reduce stress, and provide a clearer path toward long-term financial success.
Our clients range from young families and busy professionals to small business owners. Regardless of the services they need, they value Kevin’s tax expertise, thoughtful planning perspective, and personalized approach. Together, Kevin and our team provide trusted guidance, simplify financial decisions, and help clients develop and implement strategies that support their goals.
Kevin specializes in serving medical professionals, professional service providers, and the restaurant industry. He also provides virtual CFO services and guidance on mergers and acquisitions.
At Padgett, our goal is simple: to build lasting relationships, provide guidance our clients can trust, and help them move forward with confidence in their financial future.
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Kevin Roberts, CPA, CFP
Frequently asked questions
We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.