How We Started
Tax Returns Plus Financial Services was started in 1989 by Bob Birett in Telford, PA. Renting a single room of an office building, he built a respected local business focusing on tax preparation. Shortly after, investment management was added to the practice.
Where We Are Now
I, Robin Clay and Bob's daughter, joined the firm in 2001 as an assistant. I quickly began to love the role, the work, and the clients; I pursued to become fully licensed for the investment side of the practice, and I learned the tax side as well.
I became a partner in the firm in 2006, and assumed sole ownership of the practice when Bob retired in 2018.
The firm also moved to the neighboring community of Souderton in the summer of 2018 to our current location.
After almost 40 years, we continue to help our clients of Montgomery County, PA and surrounding areas.