About Us
Story of our Company
Roberti Bookkeeping & Tax (RBT) are tax, bookkeeping, payroll, insurance, notary, and business advising experts that will get you on the path to financial success.
Founded by Celsa Roberti in Santa Ana, California and providing quality service to loyal clients and businesses Nationwide for over 30 years.
Built on the values of honesty, knowledge, commitment, and professionalism the mission is to provide professional services to each of our clients with an authentic personal touch. RBT believes in building relationships with our clients and view these relationships as partnerships. Services provided are specifically tailored to meet the specific needs of each person and business.
The firm is committed to nurturing a family environment of friendship and support to all personal and business customers. RBT looks forward to an even brighter future with you as part of the family.
founder of rbt
Patricia Roberti
Patricia Roberti is the Founder of RBT, and she obtained her tax preparation certifications with the IRS and the State of California. In the 1990’s Patricia started as a personal tax consultant and evolved into a financial advisor; both personally and professionally. Patricia is an expert in the practice of bookkeeping, payroll, and additional professional services that small businesses need. She is currently working in becoming an Enrolled Agent with the IRS to expand the knowledge and skills provided by Roberti Bookkeeping & Tax. Patricia is a second-generation family business owner supporting clients and businesses in tax savings, tax planning, and business analysis for increased profits, and cash flow analysis. Patricia studied Neuroscience and Marine Biology at the University of California, Los Angeles.
