Pat Roberts, CPA

President, TaxExact, Inc.
Spencerport, NY
  • 4.5
  • 181 reviews
  • 799 Professionals Trained
  • 3 Courses

About Speaker Pat Roberts, CPA

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.

4.5

(181)
75%
13%
8%
0%
4%

CK

great

WO

Excellent

SF

great

JT

I loved it!

AS

engaging speakers

MK

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.

CC

Enjoy

BE

n/a

ED

nothing new about tax

AS

Great experience

KS

Great webinar for improving tax return review process

KM

Great

AC

great seminar

AC

great seminar

DR

What a great idea and an apparent successful program for a firm of more than 2 preparers.

RB

This helps evaluate the processes in the office for tax preparation

AZ

It was a great seminar.

RP

very good presentation with a nice solution to improving tax return workflow.

KS

great job

CH

ok

TN

Great Material

BO

Good webinar for a larger firm. I am a one person business.

CV

Not relative for me. Lasted too long.

IC

Unless you’re purchasing their software, there is nothing to learn.

FREE
  • Pat Roberts,
  • 1 Credit

Turn Your 1040 Review Process Into A Profit Center This Tax Season

  • Feb 10, 09:30 AM EST
  • AFSP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • CTEC
Register
  • 4.3 (181)
FREE

Turn Your 1040 Review Process into a Profit Center This Tax Season

  • Jan 15, 03:00 PM EDT
  • AFSP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • CTEC
Completed
  • 4 (451)
FREE

How to get the most out of your 1040 Review Process

  • Dec 29, 01:00 PM EDT
  • AFSP
  • CPA
  • EA
  • Tax Professional
  • CTEC
Completed
  • 3.9 (325)