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With more than a decade of experience as a CPA and founder of Roberts Accounting CPAs, P.C., Pat is a strategic visionary committed to helping CPAs focus more of their time proactively advising clients. What began as proprietary software Pat created to grow his own firm exponentially led to the development of TaxExact for accountants. As his own CPA firm continues to grow, Pat has developed a passion for helping other firms transform the 1040 review process to save time, ensure accuracy, develop staff, and uncover advisory opportunities. A family man at heart, Pat also enjoys plenty of time outside of work with his wife and 3 young children.
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Cin Khai
Apr 17th 2021
great
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Walter Opaska
Apr 16th 2021
Excellent
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Sarah Ferguson
Apr 6th 2021
great
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Joseph Tomczyk
Apr 5th 2021
I loved it!
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Arianna Swink
Mar 26th 2021
engaging speakers
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Mary Kelso
Jan 16th 2021
The instructor was knowledgeable and gave me a lot to think about. His double check 1040 program would save time and give me peace of mind when finalizing a return.
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Catherine Clifford
Jan 16th 2021
Enjoy
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Becky Engel
Jan 15th 2021
n/a
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EDDIE DAMRON
Jan 15th 2021
nothing new about tax
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Anita Shahverdian
Jan 15th 2021
Great experience
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Kevin Stockwell
Jan 15th 2021
Great webinar for improving tax return review process
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Keith Moore
Jan 15th 2021
Great
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Annie Chung-Wong
Jan 15th 2021
great seminar
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Annie Chung-Wong
Jan 15th 2021
great seminar
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DAVID RICHARDSON
Jan 15th 2021
What a great idea and an apparent successful program for a firm of more than 2 preparers.
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Robert Blackwell
Jan 15th 2021
This helps evaluate the processes in the office for tax preparation
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Amy Zheng
Jan 15th 2021
It was a great seminar.
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Robert Pelletier
Jan 15th 2021
very good presentation with a nice solution to improving tax return workflow.
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Katherine Sadowski
Apr 5th 2021
great job
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Curtis Harrington
Jan 15th 2021
ok
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Toan Nguyen
Jan 15th 2021
Great Material
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Beryl Okwen
Jan 22nd 2021
Good webinar for a larger firm. I am a one person business.
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Collin Versich
Jan 16th 2021
Not relative for me. Lasted too long.
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Iris Cooper
Jan 19th 2021
Unless you’re purchasing their software, there is nothing to learn.
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