Roberts & Company

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Roberts & Company A Tax Advisory Firm
Straight, authoritative and friendly advice. Visit us: www.robertsandcompanytx.com
Or give us a call: (737) 775-9100

Founder Stephanie Roberts launched Stephanie’s Accounting, PLLC in 2017. At Stephanie's Accounting, we have what is needed to support you. We record, maintain, reconcile, produce financials and solve accounting software problems. With a leader like Stephanie, who completed her Master’s in Taxation from the University of Denver in 2019, we are ready to use our knowledge and experience to help our clients. Helping people with accounting and taxes is our passion.

Big goals start with thoughtful planning. 📈 Your financial priorities may change over time, but having a plan to revisit...
10/23/2026

Big goals start with thoughtful planning. 📈 Your financial priorities may change over time, but having a plan to revisit can help you stay focused on what matters most.

Roberts & Company is here to help you have informed conversations about your goals and the financial decisions ahead. Get in touch today to learn more about our services. www.stephaniesaccounting.cpa

You realize you don't have a clear financial plan for your future.What's your first move?A. 😱 PanicB. 📞 Call our teamC. ...
10/20/2026

You realize you don't have a clear financial plan for your future.
What's your first move?

A. 😱 Panic
B. 📞 Call our team
C. 🙈 Ignore it

We'll take B! The sooner you understand where you are and where you want to go, the sooner you can start building a strategy.

When your financial strategy is basically:"Save some money, pay some bills, and hope everything works out." 😅💸Your finan...
10/16/2026

When your financial strategy is basically:
"Save some money, pay some bills, and hope everything works out." 😅💸

Your financial future deserves more than guesswork.

Let Roberts & Company help you develop a strategy based on your goals, priorities, and financial picture.

Texas has no state income tax, which shifts planning focus to federal liability reduction, self-employment tax optimizat...
10/16/2026

Texas has no state income tax, which shifts planning focus to federal liability reduction, self-employment tax optimization, and entity structure decisions. For business owners, this creates unique opportunities.

We help Texas business owners evaluate:
✓ S corporation elections for self-employment tax reduction
✓ Retirement plan contribution timing
✓ Equipment depreciation strategies
✓ Home office deduction optimization
✓ Franchise tax implications based on revenue thresholds

If you need tax planning strategies tailored specifically to Texas business owners, our team understands the opportunities available here.

A financial plan isn't just for people nearing retirement. Here are 3 reasons you may need one:1️⃣ Clear goals – Know wh...
10/13/2026

A financial plan isn't just for people nearing retirement. Here are 3 reasons you may need one:

1️⃣ Clear goals – Know what you're working toward.
2️⃣ Better organization – Understand how your savings, investments, and other financial priorities fit together.
3️⃣ Long-term strategy – Make decisions with your future in mind.

Ready to take a closer look at your financial goals? Visit www.stephaniesaccounting.cpa.

How it started: "I know I should probably have a financial plan."How it went: Clearer goals, a better understanding of y...
10/09/2026

How it started: "I know I should probably have a financial plan."
How it went: Clearer goals, a better understanding of your options, and a strategy for moving forward. 🙌

You don't have to figure everything out on your own. Working with a financial professional can help bring structure to your financial goals.
Ready to start planning? Visit www.stephaniesaccounting.cpa.

Before your meeting, consider gathering:☑️ Your current financial goals☑️ A general picture of your income and expenses☑...
10/06/2026

Before your meeting, consider gathering:

☑️ Your current financial goals
☑️ A general picture of your income and expenses
☑️ Savings and investment information
☑️ Retirement account information
☑️ Questions or concerns you want to discuss

The more prepared you are, the more productive your conversation can be. Contact Roberts & Company to schedule a consultation.

We don't just provide investment guidance. We also help with retirement planning and long-term financial strategies.Havi...
10/02/2026

We don't just provide investment guidance. We also help with retirement planning and long-term financial strategies.

Having a plan can make it easier to work toward your goals with confidence. Visit www.stephaniesaccounting.cpa to learn more.

Part-time CFO service provides executive-level financial guidance including budgeting, forecasting, and strategic planni...
09/30/2026

Part-time CFO service provides executive-level financial guidance including budgeting, forecasting, and strategic planning for growth initiatives. This differs from regular accounting because it focuses on performance metrics and strategic decisions.

CFO services monitor:
• Customer acquisition costs
• Profit margins by service line
• Cash conversion cycles
• Break-even analysis
• Key performance indicators

These metrics require customized reporting beyond standard bookkeeping and inform decisions about pricing, operational efficiency, and resource allocation.

POV: You finally scheduled a meeting with a financial advisor and have a real plan for where your money is going. 🙌💰Whet...
09/29/2026

POV: You finally scheduled a meeting with a financial advisor and have a real plan for where your money is going. 🙌💰

Whether you're thinking about retirement, investments, savings, or your long-term goals, professional guidance can help you make informed decisions.

Ready to start planning? Call (737) 775-9100.

Address

S Bagdad
Leander, TX
78641

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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