Robertson Financial Group

Robertson Financial Group "A Family Business That Cares!"

Your business’s tax strategy shouldn’t stay the same when your revenue changes. Whether you’re growing fast or protectin...
07/17/2026

Your business’s tax strategy shouldn’t stay the same when your revenue changes. Whether you’re growing fast or protecting cash in a slower season, the right plan can make a big difference. Discover why mid-year tax planning matters more than ever—and how to adjust before year-end. Read now.

The economy is uneven. Learn tax planning strategies for growing and slowing businesses, including cash flow, expenses, and 2026 tax-saving opportunities

Did you know the IRS may have only 10 years to collect certain tax debts—but key actions can pause the clock? Learn how ...
07/16/2026

Did you know the IRS may have only 10 years to collect certain tax debts—but key actions can pause the clock? Learn how CSED rules, liens, levies, and tax transcripts can impact your case and what steps may help protect your finances. Read now to see what you need to know.

Owe the IRS? Discover how the 10-year collection clock works, what pauses it, and strategies to resolve your tax liabilities with Michael Robertson.

S corporation or C corporation? The “best” choice isn’t always the one with the lowest tax bill today. From QSBS and inv...
07/16/2026

S corporation or C corporation? The “best” choice isn’t always the one with the lowest tax bill today. From QSBS and investor funding to employee benefits and exit strategy, the right structure can shape your business’s future. Find out what may fit your goals best—read now.

Choosing between an S corporation and C corporation involves more than tax rates. Learn the key factors that can impact growth and profits.

Good news for taxpayers: the IRS is moving toward automatic relief for certain late-filing and late-payment penalties fo...
07/14/2026

Good news for taxpayers: the IRS is moving toward automatic relief for certain late-filing and late-payment penalties for eligible filers. That could mean less paperwork and faster resolution—but not every penalty qualifies. Find out what’s covered, who’s eligible, and when it starts. Read now.

The IRS will automatically waive certain penalties for eligible taxpayers with a strong compliance history. Learn who qualifies.

Fuel costs up? The IRS just gave business owners a mid-year mileage rate boost for 2026—and it could mean more tax savin...
07/13/2026

Fuel costs up? The IRS just gave business owners a mid-year mileage rate boost for 2026—and it could mean more tax savings than you think. Learn what changed, what’s covered, and how to make the most of every mile. Read now to see if your vehicle deductions should change.

The IRS announced a mid-year mileage rate increase for the second half of 2026. Learn how business owners can maximize their tax deductions.

Did you know the timing of your capital gains can impact when you can reinvest through a Qualified Opportunity Fund? A k...
07/13/2026

Did you know the timing of your capital gains can impact when you can reinvest through a Qualified Opportunity Fund? A key 2026 date could give investors extra flexibility and more time to plan. Find out how the 180-day rule may work in your favor. Read now.

Learn how the 180-day rule, the July 5th threshold, and pass-through entity guidelines let investors defer 2026 capital gains into 2027 QOF investments.

Mid-year tax planning isn’t just about deductions—it’s about protecting cash flow, avoiding surprise tax bills, and maki...
07/10/2026

Mid-year tax planning isn’t just about deductions—it’s about protecting cash flow, avoiding surprise tax bills, and making smarter business decisions before year-end. Small changes now can lead to big savings later. Find out why waiting until December could cost you. Read now.

Maximize profitability and protect cash flow. Learn why mid-year tax planning is vital for S-corps and small businesses in Tucker, GA.

Did you know the right fringe benefits can boost employee pay while delivering major tax advantages for your business? F...
07/09/2026

Did you know the right fringe benefits can boost employee pay while delivering major tax advantages for your business? From health plans and FSAs to retirement, transit, and more, small details can mean big savings. Find out what’s taxable, what’s not, and how to use benefits smarter. Read now.

Learn how to maximize employee compensation and optimize business tax deductions in Tucker, GA using IRS-approved fringe benefits in 2026.

Most homeowners overpay on their mortgage—sometimes by thousands a year—just by accepting the first quote. Before you lo...
07/08/2026

Most homeowners overpay on their mortgage—sometimes by thousands a year—just by accepting the first quote. Before you lock in a rate, see how a few key details can save you real money over time. Read now to find out what many buyers miss.

Overpaying on your mortgage? Learn how mortgage shopping and key IRS tax rules can lower your housing costs and maximize your interest deductions.

Tokenized securities are changing the investing landscape—and the tax rules are changing too. From stock-like tokens to ...
07/07/2026

Tokenized securities are changing the investing landscape—and the tax rules are changing too. From stock-like tokens to partnership interests, the IRS cares about what the asset represents, not just that it’s on blockchain. Learn what to track before new 1099-DA reporting kicks in. Read now.

Learn how IRS Form 1099-DA impacts tokenized securities in 2026. Get expert tax planning advice from Robertson Financial Group in Tucker, Georgia.

Address

5103 Chamblee Tucker Road
Tucker, GA
30084

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

Telephone

+17709342510

Website

Alerts

Be the first to know and let us send you an email when Robertson Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Robertson Financial Group:

Shortcuts

Share

Category