Firm Overview – Roberts & Wise

Successful business owners are always seeking better ways to ensure long-term financial growth for their companies, as well as the most effective personal wealth management techniques to guarantee a secure future for themselves and their families.  Although there are no simple answers to these objectives, Roberts & Wise, Certified Public Accountants is designed to provide the help you need.

At Roberts & Wise, we care about our clients, pure and simple.  Our clients enjoy the personalized service that we devote to each client and their specific needs.  We believe it is essential that you receive responsive, attentive service and we show it with prompt answers and insights to address your concerns.  We build trust with our clients and help them to address key tax and financial issues in their business and personal life.  Our clients typically stay with us for decades.   Of course, we seek and accept new clients but as a relationship-driven practice, our goal is to work with each new client for many years to come.

SERVICE CAPABILITIES

In today’s increasingly complicated business world, a CPA firm must provide exceptional tax and financial guidance for its clients.  Our core strength is in tax compliance and planning, serving businesses, estates/trusts, and wealthy individuals.  Deborah Roberts has decades of experience preparing business and personal tax returns.

Building upon our tax expertise, Roberts & Wise offers additional services through affiliate firm relationships including:

  • Business Transition/Succession Planning
  • Financing
  • Employee Benefits
  • Investment Management, Risk Management & Insurance
  • Retirement & Financial Planning

CLIENTS SERVED

We serve privately-held businesses across a diverse range of industries, including:

  • Contractors
  • Distributors
  • Manufacturing
  • Physicians
  • Professionals/service
  • Real estate development and management
  • Real estate professionals
  • Restaurants
  • Software
  • Technology

While we do serve start-up enterprises most of our clients are established and successful businesses.  Our clients typically have revenues from $500,000 to $10 million.  Many have diverse holdings in addition to their businesses, including rental properties (commercial and residential).  These wealthy individuals rely upon Roberts & Wise to provide professional guidance that help their businesses to grow and prosper.

PROFESSIONAL LEADERSHIP

We are committed to service and leadership in the CPA professional community. Deborah Roberts, CPA, serves on the Board of Directors of the Orange County South Chapter of the California Society of Tax Consultants (CSTC).  The CSTC provides extensive professional education to keep its members up-to-date on federal and state tax laws, and CSTC members agree to comply with a strict code of ethics in client relationships and business dealings.

CalCPA
CSTC

Meet Our Principal

Deborah E. Roberts, CPA

PRINCIPAL

Education:

  • B.S. Accounting – Elmhurst College, Elmhurst IL, Magna Cum Laude

Professional Experience:

  • Principal, Roberts & Wise, Lake Forest, CA – 2018-Present
  • Managing Partner, Roberts & Wise, LLP, Lake Forest, CA – 2014-2018
  • Tax Principal, Dainko & Wise, LLP, Lake Forest, CA – 2012-2014
  • Staff Accountant, Morahan & Assoc., Bloomingdale, IL – 2008-2012
  • Staff Accountant, Thomas Piehl, CPA, PC, Lombard, IL – 1994-2000, 2005-2008
  • Staff Accountant, Mann, Cantey & Assoc., Lombard, IL – 1991-1994
  • Auditor, Shaw, Eisenberg, Floyd & Rothchild, Chicago, IL – 1989-1991

Professional Memberships:

  • California Society of CPAs
  • California Society of Tax Consultants

Community Service:

  • California Society of Tax Consultants, Director, Orange County South Chapter
  • Crossroads for Women, Community Outreach Center, volunteer, Carol Stream, IL

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