Profile
Shaun Roberts
ListedTax and Financial Services in Staten Island
About
About
SRA Wealth Advisors, LLC is an independent tax and financial services firm based in Staten Island, NY. The firm serves individuals and small business owners in the Greater New York Area, the tri-state area, and clients across the country.
Shaun Roberts is associated with the firm’s tax work, with source facts identifying individual taxation, small business taxation, and business consulting among the practice areas.
SRA Wealth Advisors, LLC is an independent tax and financial services firm based in Staten Island, NY. The firm serves individuals and small business owners in the Greater New York Area, the tri-state area, and clients across the country.
Shaun Roberts is associated with the firm’s tax work, with source facts identifying individual taxation, small business taxation, and business consulting among the practice areas. The profile also notes an Enrolled Agent credential and more than 27 years of experience.
Available service context includes in-person support and remote availability. Related site resources reference tax services, audit representation, tax preparation, retirement, investment, estate, and insurance topics.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
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