R. Scott Robertson

About R. Scott Robertson

Certified Public Accountant, Licensed in Texas and Rhode Island* Member of AICPA and TSCPA* On Board of Directors for Houston Estate and Financial Forum With more than 20 years of experience in public accounting, Scott leads the Crowe Houston GPCS tax group, a team of professionals devoted to helping high-net worth clients, family offices, and others preserve and protect their financial legacies into their retirement, and in some cases, on a generational basis. His demeanor allows him to take the time to understand families’ personal needs and desires, and apply them to short and long-term tax strategies that protect generational wealth.Trained at a Big Four firm, Scott brings technical acumen and a collaborative working style to his clients’ engagements that can make tough conversations easier.Technical Skills:• Gift & estate tax planning and compliance• Individual tax planning and compliance• Tax matters related to family trusts• Tax controversy consulting and reconciliation

Experience

1. Tax Partner

   Crowe

   Jan 2022 — Present · Houston, TX, US

Education

• Canisius University

  Master of Science

  1997 — 1999

• Mount Allison University

  Bachelor of Commerce, Accounting

  1993 — 1997

Skills

• Onesource
• Profx
• Financial Statements
• Tax
• Auditing
• Trusts
• Tax Returns
• Financial Reporting
• Gosystems
• Quickbooks
• Tax Research
• Tax Accounting
• Gaap
• Irs
• Generally Accepted Accounting Principles (Gaap)
• Ultratax Cs
• Financial Accounting
• Accounting
• Income Tax
• Preparation
• S Corporations
• High Net Worth Individuals
• Tax Preparation
• Corporate Tax
• Cpa
• Payroll
• Internal Controls