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← Back to Top 30 Bookkeepers in the San Francisco-Oakland Area, CA (2026)Robert's Tax Service
Evidence Score 38/100 at 83% evidence coverage 14 of 30 on the San Francisco-Oakland area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks, Xero
Who they say they serve: veterinary (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Robert's Tax Service | home page | |
| Website | https://robertstaxservice.com/ | home page | |
| Office locality | Redwood City, CA | home page | |
| Phone | +14153207871 | home page | |
| Offers bookkeeping | Documented: ...over the internet. If you need Personal Tax Preparation, Corporate Tax Preparation, Bookkeeping & Payroll Services or Tax Planning, call me and we can discuss how I can help you... | /about-us/why-choose-roberts-tax-service | |
| Payroll coordination | Documented: ...If you need Personal Tax Preparation, Corporate Tax Preparation, Bookkeeping & Payroll Services or Tax Planning, call me and we can discuss how I can help you with your... | /about-us/why-choose-roberts-tax-service | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Readiness Whether you’re pitching to investors or applying for financing, we prepare financial statements, models, and reporting that instill confidence. Profitability Analysis... | /services/fractional-cfo | 6 pts (max 6) |
| Industries served (documented) | veterinary | home page | 5 pts (max 5) |
| Software supported | QuickBooks, Xero | home page | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Robert Schmidt · Enrolled Agent, Annual Filing Season Program record (on the IRS record) · business name on the record: Robert's Tax Service | IRS preparer records Third-party Nov 10, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...advisors to coordinate tax-efficient strategies that honor your wishes. Our services include: Structuring trusts and gifts to minimize estate taxes. Aligning financial accounts... | /services/specialized-support | 5 pts (max 5) |
| Named contact / team | Numbers Every, Owner | home page Nov 12, 2026 | 3 pts (max 3) |
| Working contact route verified | %e2%80%[email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /firm-background/privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Robert's Tax Service' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-08-14) lists Robert Schmidt under the business name 'Robert's Tax Service' in Redwood City, CA. The record lists: Enrolled Agent, Annual Filing Season Program record. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from Robert's Tax Service's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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