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Sarah E Robinson, CFP Inc.

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Tax Preparation Services

Brewster, MA

Additional Information

Robinson Financial Services is an independent, fee-only financial advisory firm located in Brewster, MA, operating since 2001. Sarah Robinson, CFP, provides financial planning services to local and out-of-state clients both in-person and virtually, with a focus on addressing the unique financial planning needs of independent women and female-led households.

CFP (Certified Financial Planner)SEC licensedSecurities licenses 6, 7, 63MA insurance licenseCT insurance licenseIndependent state licenses

Specializes in

women's financial planningfemale-led householdsfinancial decision makinglife events planning

Services

financial planningsecurities trading (stocks, bonds, mutual funds, ETFs, annuities)financial advisory

Established 2001 · Serving Brewster, MA, local clients, out of state clients

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: 508-240-1056

Website: sarahrobinsoncfp.com

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Frequently Asked Questions

How much does a bookkeeper cost in Brewster?

Freelance bookkeepers: $25–$50/hour. Professional bookkeeping firms: $40–$80/hour. Monthly packages for small businesses: $300–$800/month depending on transaction volume. Payroll add-on: $50–$150/month. Year-end prep: $500–$1,500 one-time. Always ask what's included.

What's the difference between a bookkeeper and an accountant?

Bookkeepers handle daily financial records: data entry, reconciliation, invoicing, payroll. Accountants provide higher-level services: tax strategy, financial statements, CRA audits, business advice. Most small businesses need a bookkeeper year-round and an accountant for tax season.

When should I hire a bookkeeper?

Hire a bookkeeper when: you're spending 5+ hours/month on books, you've missed a tax deadline, your records are behind, you're hiring employees (payroll), or your business revenue exceeds $50K. The cost of a bookkeeper is almost always less than the cost of mistakes.

Do bookkeepers need certification?

No certification is legally required, but look for CPB (Certified Professional Bookkeeper) from the Canadian Institute of Bookkeeping, or QuickBooks ProAdvisor / Xero Certified. These demonstrate training and competency. Always ask about their experience with businesses like yours.

Can a bookkeeper do my taxes?

Bookkeepers can prepare and file simple tax returns (T1, T2, HST/GST). For complex tax situations — corporate restructuring, tax planning, CRA audits, international tax — you need a CPA. Many bookkeepers partner with accountants and can coordinate your year-end seamlessly.