I'm Robert, the founder and CEO of The Financial Strategists, LLC. My accounting journey began with a solid academic foundation after I separated from the Navy. I earned my B.S. in Business Administration with a concentration in Finance from Southern Connecticut State University. Seeking to refine my skills even further, I started a position as a government-contracted financial analyst while I pursued an MBA with a specialization in Accounting from the University of Maryland.
As a licensed Enrolled Agent, I specialize in working with business owners and real estate investors year-round to actively reduce their taxable income. From investing in real estate to starting new ventures or even family planning, I tailor every client's tax strategy to their goals and dreams.
I bring a wealth of knowledge and practical experience to my valued clients. Throughout the years, I've excelled in delivering exceptional tax and accounting services to a diverse clientele, ranging from small businesses, charitable organizations, and real estate investors, saving tens if not hundreds of thousands of dollars in the process. If you're interested in achieving financial freedom and building tax-free wealth, visit my website and schedule a free interview my team and I can begin tailoring a plan for you today.
Licensing & Credentials
Services Offered
Tax Specialties
Where I Provide Services
