CALL (518) 600-1040
📋
TAX RETURN PREPARATION Fully Virtual & Secure Service
✉️
EMAIL US info@djrcpa.com
David J Robertson, CPA YOUR ACCOUNTANT

An Accountant You Can Rely On

Don't leave your tax return to online software or overpriced big box tax preparers – use a highly qualified local CPA. We maintain a virtual office that is convenient, safe, secure, and environmentally friendly. Having your taxes prepared has never been easier!

Contact

About David J Robertson CPA

Excellence in Accounting Since 1985

David J Robertson CPA has been serving individuals and businesses with integrity and expertise for over three decades. Our commitment to excellence and personalized service has made us a trusted partner for all your accounting needs.

We believe in building long-term relationships with our clients, providing not just accounting services, but strategic financial guidance that helps you achieve your goals.

Expertise

Certified professionals with decades of experience. Our team stays current with the latest tax laws and regulations to provide you with accurate, reliable advice.

Integrity

Honest, transparent, and ethical service. We build trust through clear communication and always putting your best interests first.

Personal Service

Dedicated attention to your unique needs. Every client receives individualized solutions tailored to their specific financial situation and goals.

Tax Preparation Services

Tax Preparation

David J Robertson, CPA, P.C. focuses on the preparation tax returns for individuals and small business owners. We also provide tax preparation services for small trusts prepared in conjunction with an individual tax return.

Virtual Office

Get full-service tax preparation in a convenient and secure virtual environment. A virtual office doesn't mean less customer service – talk to your accountant via video conference, phone, or email whenever you need. The only difference is we provide a convenient and easy-to-use online portal to exchange and sign documents.

Available Discounts

  • For new clients, we will beat the price you paid at a national tax preparation service or another local CPA firm for full-service tax preparation by 10%.
  • 10% discount for certain employment types – contact us for details
OUR PROCESS

HOW IT WORKS

Speak With Your Accountant

Have a phone or video chat with your accountant to discuss your personal tax situation

Upload Your Documents

Upload your tax documents through our convenient and secure online portal

Finish Up

Sign paperwork electronically, retrieve a copy of the tax return, and pay right in the portal

WE ALSO DO

Additional Services

Individual & Corporate Taxes

Individual & Corporate Taxes

Financial Planning

Financial Planning

Audit Defense & Services

Audit Defense & Services

Check Availability and Book a Meeting

Easily view our real-time calendar to find and book your preferred time slot.

Our online scheduling system displays up-to-date availability, allowing you to select a free slot that fits seamlessly into your calendar.

Book a 30-minute meeting
📅

30 minute Meeting

Secure your spot now – your future planning awaits!

Contact Us

David J Robertson, CPA, P.C. focuses on the preparation of individual tax returns. We'd love to chat with about how we can help you!

Location: Clifton Park, NY
(518) 600-1040
Serving: Albany County, Saratoga County, Rensselaer County, Schenectady County, Warren County
24/hours