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Rebel Lea Robertson CPA PLLC
Client Services

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


  • Tax Management Services
  • IRS Representation
  • Payroll Services
  • Business Entity Selection And Restructuring
  • Cash Flow and Budgeting Analysis
  • Debt & Financing Services
  • Financial Projections and Forecasts
  • Litigation Support and Forensic Accounting
  • Mergers, Acquisitions, and Sales

Tax Services


Tax Management Services

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, and not-for-profit organizations.

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IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. Because of our prior experience working as revenue agent with the Internal Revenue Service, we are ready and willing to answer any and all questions the IRS may be asking of you.

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Payroll Services

Rebel Lea Robertson, CPA's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

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Consulting Services


Business Entity Selection And Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Rebel Lea Robertson, CPA can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

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Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Rebel Lea Robertson, CPA can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

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Debt & Financing Services

Whether your needs are corporate or personal, Rebel Lea Robertson, CPA's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

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Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Rebel Lea Robertson, CPA combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

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Litigation Support and Forensic Accounting

Rebel Lea Robertson, CPA litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

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Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Rebel Lea Robertson, CPA can provide professional know-how to help you successfully structure and negotiate the deal. Rebel Lea Robertson, CPA employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

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