At the heart of RRBB Advisors, LLC lies a knowledgeable and competent tax department, with experts trained to be proactive and analytical while always keeping your “big picture” and overall needs in mind.

Our approach involves reviewing your unique situation, asking pertinent investigative questions, and then explaining in plain English how we can reduce your tax liability and plan appropriately for the coming years.

RRBB’s expertise can be invaluable in year-end planning, taking anticipatory and preemptive steps to minimize taxes, tax compliance, and representation before taxing authorities.

“RRBB is a family in a team, so it is fun to work. When you help your clients and become friends with them, it makes it a lot more exciting and easier to resolve their problems,” Dave Roth, Managing Member and CEO of RRBB Advisors, LLC, says of the firm.

At RRBB, we provide the resources and experience of a big firm while treating each customer like a family member. In addition to offering practical, individualized services, we take the time to learn about you and your particular needs. We are also prepared to manage more complicated financial issues. Our advisors collaborate closely with you, having in-depth conversations to thoroughly grasp your objectives and obstacles so that we can provide recommendations that improve your family’s financial security.