Robert A. Gambardella, CPA
In 2005, after years of working in professional audit, finance and controller positions with PricewaterhouseCoopers, GE Capital, and Perkinelmer, Robert recognized the opportunity to take his “Wall Street” expertise and create an accounting and tax planning concept dedicated to helping “Main Street” professional service providers and small business owners. This concept focused on providing a proactive and all-inclusive approach that generates real-time information, allowing clients to identify and capitalize on tax strategies that reduce their tax liability to the legal minimum.
And it worked. With clients realizing millions of dollars in tax savings, Robert quickly became one of the most sought-after tax planning professionals in the country. He co-authored the best-selling book “Secrets of a Tax Free Life: Surprising Write Off Strategies Most Business Owners Miss”, won awards, and is recognized within the industry as one of the leading tax planning experts. He was recently named to the Forbes' List of "Top 100 Tax Accounts to Follow" on Twitter.
His clients love him. Not only does he save them money, he’s a pleasure to work with. An accountant with a sense of humor! He’s accessible and responsive, presents strategies in simple and easy-to-understand formats, and ensures all tactics are implemented in a timely and efficient manner.
Concierge Tax Services was born from Robert’s desire to provide a high-quality, value-added tax planning resource to business owners. As we grew, Robert expanded and developed a team around him that supplements and supports his original mission - to save clients money. This team of bookkeepers, accountants, and tax resolution experts work together, with Robert at the helm, generating Concierge-level financial services that result in added tax savings and growth options for our clientele; as well as opportunities to become educated, manage their finances, and resolve tax problems with the ease and efficiency Concierge Tax Services has always provided.
Quinnipiac University, B.S. in Accounting
Certified Public Accountant (CPA)
Member of the AICPA, AICTC, and the CTSCPA
Recipient of the Nation's Certified Tax Coach of the Year Award for 2012
Earned the Certified Tax Strategist tax planning designation in 2017
Forbes List of Top 100 Tax Accounts to Follow on Twitter in 2021