* Serving Austin Since 1977
What is an ideal client?
**How do you know if we are the right accountants for you?**
* Do you have a small or medium sized business?
* Do you have accounting needs *in addition* to personal tax work?
* Are you an entrepreneur or owner of a startup business?
* Do you have several different areas that require financial management? For example, are you responsible for more than one of the following: corporations, trusts, partnerships, or a business with multiple locations or layered entities?
* Are you interested in taking an active role in a partnership between yourself and our team as we work together to reach your financial goals?
If you answered yes to any of these questions, we believe we can provide a unique perspective to the way you manage your money and reach your financial objectives. We're committed to help you reach your business and personal goals. Contact us for an exploratory discussion.
Her experience includes compilations and reviews of small to medium sized companies in a variety of industries including construction, manufacturing, real estate, service, etc. She provides accounting, consulting, and tax planning services to these clients as well.
Estate Taxes
Tax Services
Jim has a wide variety of experience in accounting, business advisory and tax services for businesses, and tax, retirement and estate planning for individuals. He enjoys the opportunity to develop relationships with so many interesting people (our clients) in a wide variety of industries. He gets the most enjoyment and satisfaction when he sees the firm’s ideas and suggestions implemented and paying off for our clients. It is through Jim’s leadership that the team atmosphere at James E. Roberson & Co. is so evident. Through such leadership, our company possesses great camaraderie within its own team members and most importantly, a true and lasting commitment to helping our clients achieve their lifetime goals.
Roth IRA
401(k) Calculator, 401(k) Savings with Profit Sharing, 401(k) Spend It or Save It Calculator, 403(b) Savings Calculator, 457 Plan Contribution Effects on Your Paycheck, 457 Plan Withdrawal, 457 Plan: Roth vs. Pre-tax, 457 Savings Calculator, 72(t) Calculator, 72(t) Distribution Impact, Beneficiary Required Minimum Distributions, Company Stock Distribution Analysis Calculator, How Important is Social Security?, How long will my retirement savings last?, Individual 401(k) Contribution Comparison, Individual 401(k) Savings Calculator, IRA Spend It or Save It Calculator, Pension Plan Retirement Options, Required Minimum Distribution (RMD), Required Minimum Distribution (RMD) for Current Year, Retirement Account Contribution Accelerator, Retirement Contribution Effects on Your Paycheck, Retirement Income, Retirement Nestegg Calculator, Retirement Pension Planner, Retirement Plan Withdrawal, Retirement Planner, Retirement Planner with Retirement Earnings, Retirement Shortfall, RMD & Stretch IRA Calculator, Roth (after-tax) Account or Pre-Tax Account?, Roth 401(k) vs. Traditional 401(k), Roth 403(b) vs. Traditional 403(b), Roth IRA Calculator, Roth IRA Conversion, Roth IRA Conversion with Distributions, Roth IRA vs. Traditional IRA, Roth vs. Traditional 401(k) and your Paycheck, Should you Borrow From a 401(k) or 403(b)?, Social Security Benefits, Traditional IRA Calculator More...
Income Tax
Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.
Capital Gains Taxes
If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment.
Accounting - We offer a full range of accounting services - from actually doing your bookkeeping through generating a general ledger or compiling financial statements. We can also prepare Compilation and Review reports on your financial statements at regular intervals.
At James E. Roberson & Company P.C., Certified Public Accountants, we are committed to helping you achieve those business and personal goals. We have put together a team of seasoned professionals with various areas of expertise, which allows us to offer our clients a broad range of financial planning and services.
Retirement Planning
Tax planning - We offer service from beginning to end, from entity selection (what kind of business structure is best for your needs) to retirement planning and everything in between. We can do interim tax estimates, structure transactions to net the lowest allowable tax burden and work within your long-term goals to help you increase your net worth while paying the least amount of taxes required by law.
Long Term Care
Comprehensive Life Insurance Analysis, Disability Insurance, Fixed Annuity Calculator, Health Savings Account (HSA) Contribution Calculator, Health Savings Account (HSA) Goal Calculator, Health Savings Account (HSA) Savings Calculator, Health Savings Account (HSA) vs. Traditional Health Plan, Health Savings Accounts (HSA) Employer Benefit, Human Life Value, Immediate Annuity Calculator, Life Insurance Calculator, Long Term Care Calculator, Variable Annuity Calculator, Variable Annuity without Surrender Charges More...
Asset Management
Annual Rate of Return Calculator, Annual Stock Option Grants, Asset Allocation Calculator, Compare Investment Fees, Future Contracts Calculator, Future Value Calculator, Internal Rate of Return (IRR) Calculator, Investment Distributions, Investment Goal, Investment Loan, Investment Property Calculator, Investment Questionnaire - Broad Portfolio, Investment Questionnaire - Cash, Fixed Income and Equities, Investment Returns, Investment Savings and Distributions, Lump Sum Annual Return Calculator, Lump Sum Future Value Calculator, Lump Sum Present Value Calculator, Municipal Bond Tax Equivalent Yield, Mutual Fund Expense Calculator, Personal Economic Recovery Calculator, Present Value Calculator, Present Value Goal Calculator, REIT Tax-Equivalent Distribution, Stock Option Calculator, Taxable vs. Tax Deferred Investments, Taxable vs. Tax Deferred vs. Tax Free Investment More...
Reverse Mortgages
Adjustable Rate Mortgage Calculator, APR Calculator for Adjustable Rate Mortgages, ARM & Interest Only ARM vs. Fixed Rate Mortgage, Balloon Mortgages, Bi-weekly Payment Calculator, Bi-weekly Payments for an Existing Mortgage, Blended Rate Mortgage Calculator, FHA Maximum Financing Calculator, Fixed Rate Mortgage vs. Interest Only Mortgage, Fixed Rate Mortgage vs. LIBOR ARM, Interest Only ARM Calculator, Interest Only Mortgage Calculator, Maximum Mortgage, Mortgage APR Calculator, Mortgage Comparison: 15 Years vs. 30 Years, Mortgage Debt Consolidation, Mortgage Loan Calculator, Mortgage Loan Calculator (PITI), Mortgage Payoff, Mortgage Points Calculator, Mortgage Qualifier, Mortgage Refinance Break Even, Mortgage Required Income, Mortgage Tax Savings Calculator, Option ARM vs. Fixed Rate Mortgage, Refinance Interest Savings, Rent vs. Buy, Reverse Mortgage Calculator More...