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Products & Services

At Robert Van Loozenoord CPA PC, we provide assistance in the following areas:

Tax Planning and Preparation

  • Individual Tax Preparation and Planning
  • Business Tax Preparation and Planning
  • Estate and Trust Tax Preparation and Planning
  • IRS and State Tax Audits and Representation

Accounting Services

  • Compiled and Reviewed Financial Statements
  • Business Start Up and Software Setup
  • Certified QuickBooks ProAdvisors®
  • On-site Accounting Systems Analysis
  • Payroll Services
  • Preparation of Payroll Tax Reports

Robert Van Loozenoord also offers financial advising and investment services through his affiliations with Cetera Financial Specialists and Cetera Investment Advisors.

Financial Advising

  • Retirement Plans
  • Tax Plans
  • Estate and Business Succession Plans
  • Business Valuation
  • Investment Consulting & Solutions
  • Insurance Consulting & Solutions
  • Wealth Management


  • IRA’s – Traditional, Roth and Educational
  • Mutual Funds
  • Asset Management Services
  • College Savings Plans
  • Fixed and Variable Annuities
  • Retirement Plans


  • Long-term Care Insurance
  • Life Insurance
  • Disability Insurance