Roberta is a Senior Tax Manager at Blair, Bohlé & Whitsitt, PLLC. Roberta began her career in public accounting in 1997 with the national accounting firm Ernst & Young, LLP in Buffalo, New York where she focused on providing tax services to closely-held businesses and their owners. She moved to Charlotte in 2002 and worked for a large regional accounting firm before joining the Blair, Bohlé & Whitsitt team in 2005.
In addition to her business tax planning and compliance expertise, Roberta offers an array of tax services to high net-worth individuals, estates, trusts, and family partnerships. Roberta works closely with executors and trustees to help protect client wealth and understand the nuances of fiduciary income taxation.
In addition to being a Certified Public Accountant in North Carolina, Roberta is also a Certified Financial Planner™. She maintains memberships in the American Institute of CPAs (AICPA), the Charlotte Estate Planning Council, and the NC Association of CPAs (NCACPA). Roberta received her Bachelor’s degree in Accounting from the State University of New York at Geneseo, graduating magna cum laude. She currently lives in Charlotte with her husband and two children.