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Rachel Roberts, CPA

Contact
Principal, Advisory and Tax Services


Location
Troy, MI
248.952.5000


Education
Oakland University
BS, accounting



Communication is key to a successful client relationship. I’ll keep you informed of your engagement’s status and aware of issues as they arise, so we can work through them together.



Current Role

Rachel provides accounting, financial reporting, tax compliance, tax planning, consulting and other related services to individuals and closely-held businesses, with a focus on manufacturing and real estate. She is frequently on-site with the engagement team, identifying ways to improve and gain efficiencies and discussing progress with clients.

Service Areas

  • Tax compliance
  • Tax planning
  • Financial statements
  • Accounting services

Experience

Rachel’s public accounting career began in 2000. She has experience providing tax and accounting services to closely-held businesses and assisting with financial statement and income tax matters.

A Closer Look

  • Rachel serves as a mentor for staff and senior associates throughout the firm.
  • For several years, Rachel has been a featured presenter at Rehmann’s annual trainings. Topics include Form 1040 Schedule A, “How to identify and handle M-1 differences,” and “Year-end accounting assistance for tax prep.”
  • Rachel is a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.

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