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601 E. Broad Street, Suite 100
Souderton, PA 18964

Tax Returns Plus Financial Services

(215) 723-7118

 

Team

Our belief is that our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.  We have been serving our family, friends and community since 1989.  As a father and daughter team, we share the same values and commitment to our clients.  We do the right thing for you and never take your trust for granted.  

Our team of financial professionals can help you address the eight Wealth Management Issues that affect everyone at some point in their lives :

  • Investing Principles and Strategies*
  • Retirement Investing and Distribution Strategies*
  • Estate Conservation Issues and Legacy Planning
  • Risk Management* and Insurance Needs
  • Cash Flow and Debt Management
  • Educational Planning
  • Business Planning
  • Special Situations Planning
Because we are tax professionals, beyond answering your investment questions, we add Tax Planning to the above areas so that there are no surprises at tax time.

Therefore, if you have questions such as the following, we can help:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have assisted many people just like you with similar issues and concerns. We specialize in creating a customized approach that is designed to address your individual situation. 

*These services are offered by Robert B. Birett and Robin L. Clay through their affiliation with HD Vest.

 

Robert B. Birett, CPA, ATP

Investment Advisor and Founding Partner

(215) 723-7118

(215) 723-7461

Robert has a Bachelor of Science Degree in Business Administration from Temple University. He is an Investment Advisor through his affiliation with HD Vest, Certified Public Accountant and an Accredited Tax Preparer. After almost 30...

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Robin Clay, EA, CFS, CAS

Investment Advisor and Owner

(215) 723-7118

(215) 723-7461

Robin has earned a Bachelor of Science Degree in Accounting from Ursinus College and a Bachelor of Science Degree in Hotel and Restaurant Management from Widener University. She is also a Certified Fund Specialist, Certified Annuity...

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Michele J. Reinert

Administrative Assistant

215-723-7118

215-723-7461

Michele joined our firm in 2011 and has been a real asset to us. She is the friendly face to greet you, and goes out of her way to assist clients with their needs. She supports all the partners in customer service, taxes, investments...

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Shannon Gerhart

Bookkeeper and Tax Preparer

215-723-7118

215-723-7461

Joining Tax Returns Plus Financial Services as a seasonal employee in 2014, Shannon was hired to support in tax preparation. In January 2017 as our firm reorganized, she was hired as our year-round bookkeeper. She has been an asset...

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