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

Tax Returns Plus Financial Services

(215) 723-7118

 
Robert B. Birett, CPA, ATP

Robert B. Birett, CPA, ATP

Investment Advisor and Founding Partner

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 years of making business decisions as an executive officer in retail and manufacturing industries, he formed Tax Returns Plus Financial Services to make an impact in people’s lives and provide a higher degree of personal satisfaction.

Bob believes that it is important to take a holistic approach to ones personal financial well-being.  He strives to make sure that his clients have a complete ever-evolving financial plan.  He treats his clients like family and welcomes their laughter and tears.  

Bob has been married for over 50 years and loves to spend time away from the office in his RV seeing this great country of ours.  He sings in the church choir and is a member of the Finance Committee of Family Motor Coach Association.