Updated:
← Back to Top 12 Bookkeepers Elsewhere in Connecticut (2026)The Roberts Tax Group
What we could verify
- Registered business?
- Registration found: Connecticut Secretary of the State, status Active, formed 2017
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- None named on its website
2 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | The Roberts Tax Group | home page | |
| Website | https://rtg.tax/ | home page | |
| Office locality | Torrington, CT | home page | |
| Phone | +18602834847 | home page | |
| Offers bookkeeping | Documented: Tax Accounting & Bookkeeping in Torrington, CT - The Roberts Tax Group (860) 283-4847 Send us an email Follow us on... | home page | |
| AP / AR | Documented: ...with everything from invoicing customers to paying bills, and everything in between: Accounts Receivable Accounts Payable Monthly/Quarterly Bank Reconciliations In-House or At Our... | /bookkeeping | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Right Choices Accounting is the interpretation, classification, and analysis of various financial statements. In business, proactive planning, making informed decisions and taking... | /accounting | 6 pts (max 6) |
| Local / remote model stated | Local + remote | /virtual-remote-services | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Brett Wald · Enrolled Agent (on the IRS record) · business name on the record: The Roberts Tax Group | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Brett Wald, EA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...and goals via video conference. All of your documents will be securely uploaded via our Client Portal . Once your expert has completed preparing your material, he or she will... | /virtual-remote-services | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: THE ROBERTS TAX GROUP INC · CT account 1250292 · Connecticut Secretary of the State · Active | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2017-09-19 (registration date of a Connecticut-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /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); Payroll coordination (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched Connecticut State Licenses and Credentials open data (data.ct.gov ngch-56tr) for CPA firm records named 'The Roberts Tax Group' 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).
Check it yourself on the state's own records: Connecticut Department of Consumer Protection 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 2026-02-23) lists Brett Wald under the business name 'The Roberts Tax Group' in TORRINGTON, CT, with Enrolled Agent on the record. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Connecticut Secretary of the State business registry (data.ct.gov n7gp-d28j) lists THE ROBERTS TAX GROUP INC (CT account 1250292), status Active, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2017-09-19 as the registration date of a Connecticut-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 25 evidenced items come from The Roberts Tax Group's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.