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Robert McGrath, EA

Monte Sereno, California, Santa Clara County

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Tax preparation and accounting services for individuals and companies.

Reviews (2)

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2 customer reviews

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


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.