Todd Roberts
Todd joined the firm in 2015 as the director of operations and tax preparer. His role has evolved into the lead on all IRS representation issues. In addition, Todd is enrolled to practice before the IRS by the Department of the Treasury.
Prior to joining the firm, Todd spent 20 years as a Vice President and Director of Operations for a food and beverage and live music entertainment company. Prior to that, he taught golf for Club Med and ran its only golf academy in the North American Zone.
Todd grew up in Plano and is a graduate of Plano East Senior High. He earned a BA from The University of Texas at Austin and majored in government. He lives in Murphy with his wife, Tanya, two daughters Layne and Elyssa and the star of the show, Arthur. Arthur is a 95-pound great pyrenees/standard poodle mix.
Contact us for more information!
Privacy Policy: The privacy of your client information has always been important to J. Marc Lewis & Associates, LLC, and we have always been bound by professional standards of confidentiality. However, we are now required by law to formally inform you of our privacy policy.
We collect nonpublic personal information about you that is provided by you or obtained by J. Marc Lewis & Associates, LLC with your authorization. This information may come from various sources, including information we receive from personal interviews, tax organizers, worksheets and other documents necessary to provide professional services to you. J. Marc Lewis & Associates, LLC does not disclose any nonpublic personal information about their clients or former clients to anyone, except as permitted or required by law, or when necessary to process transactions requested by a client. J. Marc Lewis & Associates, LLC restricts access to nonpublic personal information about you to members of our firm who need to know that information in order to provide you professional services. We retain records relating to the professional services that we provide you in accordance with accounting and government standards. J. Marc Lewis & Associates, LLC employs physical, electronic, and procedural security safeguards to protect your nonpublic personal information.
Your confidence and trust are important to us. If you have any questions or concerns regarding the privacy of your nonpublic personal information, please contact our office during normal business hours.