Scott_Robertson

R. Scott Robertson

Tax Shareholder, CPA
srobertson@bvccpa.com
713-353-1947

BIO VCARDLINKEDIN

OVERVIEW

Scott has more than 15 years of experience in public accounting providing services to clients in a wide variety of areas. He has focused extensively on Trust, Estate, and Gift taxation for fiduciary and High Net Worth clients.

Scott has developed strong working relationships with his clients over the years and is focused on making sure they understand why and how their returns are being prepared. He assists clients in tax planning, as well as tax controversy resolution with federal and state taxing authorities. He has provided services to large scale national financial institutions, handling their trust and estate tax compliance in addition to many private clients and family groups.

 

ASSOCIATIONS AND PROFESSIONAL DEVELOPMENT

  • Serves on the Board of the Houston Estate and Financial Forum
  • Member of the Texas Society of CPAs (TSCPA)
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the Houston CPA Society
    • Serves as the Vice-Chair of the Accelerate Leadership Committee