Practice Areas
Service Specialties
Industry Expertise
Professional Experience
Roberta is a Senior Tax Manager at Prager Metis, a member of Prager Metis International. She has been in the accounting profession since 1997.
Roberta specializes in providing tax services to closely-held businesses and their owners. In addition to her business tax planning and compliance expertise, Roberta offers an array of tax services to high net-worth individuals, estates, trusts, and family partnerships. Roberta works closely with executors and trustees to help protect client wealth and understand the nuances of fiduciary income taxation.
In addition to being a Certified Public Accountant in North Carolina, Roberta is also a Certified Financial Planner™. She maintains memberships in the American Institute of CPAs (AICPA), the Charlotte Estate Planning Council, and the NC Association of CPAs (NCACPA). She currently lives in Charlotte with her husband and two children.
Prior to joining Prager Metis, Roberta was a Senior Tax Manager at Blair, Bohlé & Whitsitt PLLC, which combined with Prager Metis in January 2021
Professional Affiliations
- American Institute of Certified Public Accountants (AICPA) - Member
- North Carolina Association of Certified Public Accountants (NCACPA) - Member
- Charlotte Estate Planning Council - Member
Education
- BS, magna cum laude, Accounting, State University of New York at Geneseo, New York