Robyn Jefferson

Hey there, I’m Robyn! I help you minimize taxes (to the most legal extent possible), protect your assets, and achieve the fullest potential in your business by first clearly defining your vision and second, executing through collaboration and persistent communication.

As a graduate of UH, I received my bachelor’s degree in accounting in 2007. For over a decade, I’ve enjoyed advising high net worth families and multimillion-dollar companies across several industries. I’ve spent a considerable amount of my career preparing complex individual, partnership, corporate, not-for-profit, fiduciary & estate tax returns at both small and mid-sized firms.

When I started my public accounting career, I was on a mission to learn as much as possible, complete the CPA exam and eventually start my own practice when I say practice, not your typical CPA practice. I wanted to make sure my clients weren’t just another number; OR shuffled around from team to team each year; OR ignored until it’s time to file and pay taxes. I knew I wanted to be more of an Advisor. I wanted a relationship with my clients. Fast forward 14 years later, I can proudly say that my vision has come to fruition.

If you want to know more, we made a case study on Robyn D Jefferson.