Business Details
50+ Years
experience
Trusted Accounting & Financial Planning in Oak Ridge
For over 50 years, Robert T. Green CPA P.C. has provided trusted accounting, tax planning, and financial services to individuals and businesses. Founded in 1974 by Robert T. Green Sr., our firm has built a legacy of integrity, personalized service, and client-focused solutions. We prioritize long-term relationships, offering tailored strategies to address diverse financial needsfrom tax compliance to retirement planning. Our expertise spans accounting, investment management, and estate planning, supported by a commitment to ethical standards and continuous professional development.With decades of combined experience, we deliver clarity on complex financial matters, ensuring clients feel empowered to pursue their goals. Our mission remains unchanged: to provide accessible, reliable guidance that adapts to evolving personal and business financial landscapes.
Services
Tax Preparation
Investment Management
Estate Planning
Accounting Services
Financial Planning
Retirement Strategies
Payroll Services
Business Tax Compliance
College Planning
IRS Representation
Details
- Year established: 1974
Highlights and features
- We offer 50+ years of combined experience in accounting and financial planning.
- Our services integrate tax, investment, and estate planning under one roof.
- We prioritize ethical standards and personalized client relationships.
- Our team provides clear explanations of complex financial products and strategies.
- We serve clients with a focus on long-term financial security and growth.
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Expertise in tax planning
Personalized financial strategies
Long-term client relationships
Clear explanations of complex topics
Services
Tax Preparation
Accurate and timely tax preparation ensures compliance while maximizing refunds and minimizing liabilities. Our team stays updated on evolving tax laws to provide strategic advice for individuals and businesses. We tailor solutions to your unique financial situation, ensuring clarity and confidence in your filings.
Investment Management
Personalized investment strategies help grow wealth and achieve financial stability. We assess risk tolerance and goals to create diversified portfolios. Our approach balances growth potential with prudent risk management, adapting to market changes and life milestones.
Estate Planning
Estate planning safeguards assets and ensures your wishes are honored. We design strategies to minimize tax burdens, facilitate smooth asset transfers, and provide peace of mind for families. Services include wills, trusts, and legacy planning tailored to your needs.
Accounting Services
Comprehensive accounting services include payroll, financial statements, and business tax compliance. We streamline financial operations for businesses, ensuring accurate records and actionable insights. Our expertise supports informed decision-making and regulatory compliance.
Financial Planning
Holistic financial planning addresses retirement, college savings, and long-term goals. We develop roadmaps to financial security, integrating tax, investment, and estate strategies. Our client-centric approach prioritizes transparency and adaptability to life changes.
People
Bobby Green
CPA, Financial Advisor
Bobby Green, a Certified Public Accountant, brings decades of experience in accounting and financial planning. He specializes in personalized tax strategies, investment management, and estate planning, serving clients with integrity and expertise.
Questions
What services does Robert T. Green CPA offer?
We provide tax preparation, accounting, investment management, estate planning, financial planning, and business consulting services tailored to individual and business needs.
How do you personalize financial plans?
We assess your unique goals, risk tolerance, and financial situation to create customized strategies that adapt to life changes and market conditions.
Are your services available for small businesses?
Yes, we offer accounting, payroll, tax compliance, and financial consulting services designed to support small business growth and operational efficiency.
How can estate planning benefit my family?
Estate planning ensures your assets are distributed according to your wishes, minimizes tax burdens, and provides clarity for loved ones during challenging times.
What qualifications do your advisors hold?
Our team includes Certified Public Accountants (CPAs) and licensed financial professionals with decades of experience in tax, accounting, and investment management.
