Helping You Pursue Financial Independence

Plan Today To Help Secure Tomorrow

TAXES

Tax & Business Services*  

Many of my Clients appreciate the convenience of having their tax & business services, financial planning, and investment management handled by the same experienced advisors. Through my company, Robins Financial, I bring my Clients a wealth of experience from both international and local accounting firms and financial institutions.

Through an integrated teamwork approach, I offer a comprehensive tax planning solution.  In addition to providing sound technical advice, I take my client relationships seriously, developing personalized and proactive service.  At Robins Financial, we offer:

 

Tax Planning: Strategic tax planning is a year-round process involving the reduction, deferral and/or avoidance of taxes.  We offer tax planning solutions specific to your circumstances. 

 

Tax Return Preparation: We provide federal and state return preparation expertise for individuals, partnerships, limited liability companies, corporations and trusts.

 

Tax Consultancy: We utilize state of the art tax research tools to provide you with innovative solutions to your tax concerns.  In addition we can provide expert representation before the IRS and state tax agencies.

 

Small Business Advisory: We offer a broad range of advisory services for small and closely-held businesses including sole-proprietorships, limited liability companies, partnerships and corporations. These services include choice of entity type, business structure, CFO advisory, mergers and acquisitions, business plans, accounting, stock option planning, benefit program support and much more.


Robins Financial: Meet with us. It’s time.

 

Free Tax Downloads:

If you leave your tax-fate to a year-end scramble, your options may be limited.  It is essential to consider the tax impact on your financial decisions during the course of the year.  Taxes are a powerful element in protecting and building wealth.   Please use these free downloads to help you compile your tax information during the course of the year.

 

2009 General Tax Information

Auto Mileage Expense Log

Business Professionals Deductions

Direct Sales Deductions

Non Cash Charitable Contributions

Vehicle Travel Entertainment Worksheet

Stock Purchase Worksheet



 

Rebecca Robins, CPA/PFS, CFP®

Robins Financial Inc.

25001 The Old Road, Stevenson Ranch,  CA  91381

Phone: 661 702-9680 Fax: 661-254-7485 

E-mail:  rrobinscpa@ca.rr.com


Rebecca Robins is a registered representative registered to transact business with clients in California and Maryland. Rebecca Robins is advisory licensed in the following states: California and Maryland. Rebecca Robins is also an insurance agent licensed in California and Maryland. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, Non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, Texas 75038, (972) 870-6000.

Investments & Insurance Products:   Are not insured by the FDIC or any federal government agency;Are not deposits of or guaranteed by the bank or any bank affiliate; May lose Value

Robins Financial Inc. is not a registered broker/dealer or independent investment advisory firm.               

*Robins Financial Inc, Rebecca Robins, CPA Tax Advisory Services, is not affiliated with HD Vest Securities Corporation.    HD Vest Securities Corporation does not offer tax or legal advice.

 

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