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

Tax Returns Plus Financial Services

(215) 723-7118

Robin Clay, EA, CFS, CAS

Robin Clay, EA, CFS, CAS

Investment Advisor and Owner

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 an Enrolled Agent, Certified Fund Specialist and a Certified Annuity Specialist.

After thirteen years of increasing financial and management responsibilities with major Philadelphia hospitals, she decided to make a career change centered on her Accounting degree and join her father's firm in 2001. Her attention to detail and customer service specialization makes her a valuable asset for our clients.  She was made partner in 2006.

Robin's focus is on educating her clients.  She wants them to understand what they have, why they have it, and how it functions.  Her goal is to present all of the options available so that clients can make an informed decision, after which, she implements and maintains them for her clients.  

Robin is married with two amazing children and a very special dog.  Her family is her joy and time away from the office is spent with them.  She also is very involved with the Girl Scouts as a leader and Service Unit Registrar.