Pam Roberts, CPA
Partner - Tax Services
University of Texas - Arlington
Pam Roberts, CPA
Partner - Tax Services
Pam joined JTaylor in 2017, and has over 19 years of experience in public accounting. Her areas of expertise include tax compliance and planning for high-wealth families and their closely-held businesses; tax controversy; and partnership structures with the associated allocations. Industries she has depth of experience with are energy and real estate, but she has served clients in a broad range of industries.
A graduate of the University of Arlington with a BBA in Accounting and a Masters of Science in Taxation, Pam began her career at Hartman, Leito & Bolt, LLP, where she worked her way up from associate to Director of Tax Services. Hartman Leito & Bolt, LLP merged with BDO USA, LLP, and she became the Office Managing Partner of Tax Services for the Fort Worth office. Other roles that she held at BDO USA, LLP included being the Regional Director of Tax Quality and Risk Management for the Southwest Region. Despite the oversight roles she carried, Pam has always maintained and been dedicated to the clients that she serves.
A State of Texas licensed Certified Public Accountant, Pam’s areas of practice include:
- Business transaction support
- Tax planning and compliance
- Tax controversy and IRS representation
- Tax research and consulting
- State taxation
- Estate planning
- Compilations and accounting services
Pam’s involvement in civic and professional associations past and present include:
- Member, American Institute of Certified Public Accountants
- Member, Texas Society of Certified Public Accountants