About Roberts Group CPAS
Looking for a dedicated and experienced CPA firm in Melbourne, Florida? **Roberts Group CPA LLC** is your trusted local partner for comprehensive accounting and tax solutions. Specializing in serving individuals and businesses, Roberts Group CPA LLC offers professional services designed to help you achieve your financial goals and maintain compliance.
Website: https://rtaxes.com/
Office Locations
- Tucson, AZ (Headquarters)
Accreditations & Certifications
- AICPA Member
- AICPA EBPAQC
Audit Statistics (2024)
- Total Plans Audited: 9
- Total AUM Audited: $198.7M
- 401(k): 9 plans, $198.7M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ARIZONA COMMUNITY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN & TRUST | ARIZONA COMMUNITY PHYSICIANS, P.C., AZ | $152M | 831 |
| ROYAL SPEEDWAY, INC. 401(K) PROFIT SHARING PLAN | ROYAL SPEEDWAY, INC., AZ | $20M | 438 |
| CTI 401(K) SAVINGS PLAN | CTI, INC., AZ | $9M | 350 |
| CITIZEN AUTO STAGE COMPANY AND AFFILIATES PROFIT SHARING PLAN | CITIZEN AUTO STAGE COMPANY, AZ | $6M | 70 |
| SOUTHWEST HAZARD CONTROL, INC. EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN | SOUTHWEST HAZARD CONTROL, AZ | $4M | 120 |
| 401(k) Retirement Plan | Healthcare Sponsor, AZ | $2M | 211 |
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