LIFEST Y LES AN ADVERTISING SECTION OF EVERGREEN NEWSPAPERS | VOL. 15 ISSUE 1 • JANUARY 2023
Robert & Associates, LLC, Certified Public Accountants
Wambolt & Associates Wealth Management Partners
Teams Collaborate to Help Clients Improve Their Tax Situations By Cindy Lempke Special to Lifestyles
With the holiday season in the rear-view mirror, many consumers are now preparing for tax season. For some, this means buying an off-the-shelf tax software package or making an appointment with a storefront tax return prep service. For most, however, they realize that their tax returns can be more complex and standard software programs have limitations when important questions arise. That’s why working with a professional Certified Public Accounting firm like Robert & Associates can be a game-changer. Not only do they bring more than three decades of experience to preparing tax returns, but they also help identify tax strategies that clients can apply throughout the year to minimize their tax burdens.
FEATURE
OF THE MONTH A Partner for Small Business If you own or are thinking about starting a business, Robert & Associates also offers expert counsel for establishing your enterprise as well as hands-on accounting services to keep your books on track. An entrepreneur herself, Susanne Robert understands the challenges inherent in establishing and running a business. As treasurer of the Evergreen Area Chamber of Commerce Board of Directors and active member of Women of Evergreen Business, she keeps her finger on the pulse of the area business community. “Owning a business can be extremely rewarding,” said Robert. “It also can be challenging to juggle all the
operational aspects of a business, and especially keeping it financially viable. Our firm loves working with business owners to set a course for their financial success.” A Beneficial Partnership Robert & Associates offers their clients strategic tax planning and investment strategies through a collaborative partnership with Wambolt & Associates Wealth Management Partners. Clients benefit from working with these teams of experts who can help navigate the changing tax laws and minimize tax implications. “We offer alternative investment strategies particularly for savvy clients who want to re-invest capital gains or participate in tax-friendly investments as part of their overall financial plan,” said Cindy Alvarez, Wambolt Owner and Senior Wealth Management Advisor.
Please see TEAM WORK, Page 2