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Ed Roberts, CPA


Edward H. Roberts is a partner who brings more than 30 years of experience in the areas of business consulting and tax planning and preparation for businesses, individuals, and estates. A member of the firm’s Private Business Solutions Group, he serves clients in a range of industries, including closely held businesses in apparel, manufacturing, distribution, real estate, staffing, and transportation. He also works with high net worth individuals.
As a tax and business consultant, Ed specializes in helping clients secure financing through his long-standing relationships with banks, factors, and private equity firms. Providing a wide array of services, he works closely with clients to minimize the tax impact of both their business and personal transactions. He is highly skilled in year-end projections, due diligence for business acquisitions, and tax incentives for relocations, as well as other various financial planning and projections to minimize federal and state tax costs.
Presentations and Publications
Ed has authored various articles and has been quoted as a media resource in the Westchester and Fairfield County Business Journals, among other publications. He also leads a seminar series, Driving Your Business, for the firm’s White Plains and Connecticut offices, and has served as an educator for Citrin Cooperman University’s internal learning program.
Ed is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA), for which he is a permanent member of the Task Force Committee on Professional Liability Insurance. He serves on the board of the Women’s Enterprise Development Center. In addition, Ed is on the Iona College Accounting Advisory Board. 
Education & Licenses
Ed earned his B.S.B.A. degree from Boston University and his M.B.A. from Pace University, with a major in Accounting and a minor in Tax. He is a Certified Public Accountant in the State of New York.

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