Robert V. Burnette, AFSP - Troy OH Tax Preparer

Rob leads the team on financial planning case design, investment management, insurance strategies, tax planning, and day-to-day corporate management. He is registered to offer investment advice in the states of Ohio and Texas and his professional qualifications allow him to work in the other 48 states. His licensing also includes insurance products in multiple states.

Rob is a graduate of the U.S. Naval Academy with a Bachelor of Science in electrical engineering, an MBA from the University of New Haven, and a certificate in financial planning from Kaplan University. His professional memberships include the International Association of Registered Financial Consultants, Million Dollar Round Table – Court of the Table, Kiwanis (he is the club treasurer), and the Optimists.

Rob is also registered with the IRS as a professional tax preparer. He voluntarily participates in the IRS Annual Filing Season Program (AFSP) where he completes a continuing education program on tax season filing updates and other tax law training. You can find him in a public database maintained by the IRS for taxpayers searching for qualified tax return preparers ( https://irs.treasury.gov/rpo/rpo.jsf ).

Rob and his wife, Cheryl, have eight children, 22 grandchildren, four great-grandchildren, and two very spoiled dogs. Rob enjoys music and spending time with his grandchildren. He is a true engineer, enjoying anything that will challenge his mind to solve the puzzle.

Professional Memberships

International Association of Registered Financial Consultants
Million Dollar Round Table - Court of the Table

Professional Titles

Master Registered Financial Consultant (MFRC)
Annual Filing Season Program (AFSP)
National Social Security Advisor (NSSA) Certificate Holder

Education & Degrees

Master of Business Administration (MBA) - University of New Haven
Financial Planning Certificate - Kaplan University
Bachelor of Science Electrical Engineering - United States Naval Academy

Looking to find the best rated tax preparer in Troy OH?

Robert V. Burnette, AFSP is a local tax preparer and Owner at Assurance Tax & Business Services located in Troy OH. As one of the best tax preparers within the Troy OH area, Robert V. Burnette, AFSP provides personalized tax preparation services including Financial Planning, Insurance, Investment Advisory, prepares simple and complicated form 1040, can respond to any IRS notices you may receive and will answer your tax questions. Robert V. Burnette, AFSP has individual and business tax clients from diversified industries and professions located in the Troy OH area. Robert V. Burnette, AFSP has individual and business tax clients located in communities throughout Ohio including Troy, Sidney, Dublin, Dayton, Piqua.

Services Provided

• Financial Planning
• Insurance
• Investment Advisory

Languages Serviced

• English

Cities Serviced

• Troy
• Sidney
• Dublin
• Dayton
• Piqua