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Robert McGrath, EA

Monte Sereno, California, Santa Clara County

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About

Tax preparation and accounting services for individuals and companies.

Reviews (2)

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5/5

2 customer reviews

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25 November 2019

It was a pleasure working with Robert on our taxes. We had him do estimates for 2019 & 2020 as well as other tax related issues. Robert was very responsive, well organized and a true professional. I would highly recommend him for all your tax needs. More...

Reviewed on Google Maps

29 May 2015

I had Robert (Bob) McGrath do my father's taxes, several years worth of tax filings. Bob was very professional, and offered a lot of advice. that I followed. Bob has analytical skills that are probably the result of his many years of engineering combined with his MBA and tax preparation work.At our initial interview, Bob set out a long list of information, and deadlines by which he required the items. Full disclosure: Bob is related to me through a family marriage. Regardless, I found Bob to be one of the most intelligent and quick tax preparers I have worked with.Specifically,Bob was able to distill a complex tax situation into specific items to solve, and explained them clearly.I will continue to use Bob's services in coming years. More...

Reviewed on Google Maps

Q&As

Using my skills to help people with their tax and accounting issues

I worked for various CPAs in tax preparation and accounting and found I really enjoyed making use of my professional skills to assist people.

The process can be done without the need to travel. I utilize a secure portal for exchanging documents and authorizations. Tax returns can be electronically filed and any tax refunds automatically deposited to a bank account.