Kevin is the very best! After years of going to H&R Block and other local CPAs with more than just…read morea W2 (owned my own businesses, worked as a freelancer, etc.) I went to Kevin in hopes that he could help demystify my tax situation. He did that in more. For the past 5 years or so, filing taxes have been seamless regardless of the complexities on my side. Kevin has found a great balance between implementing systems that speed up the process (like their document management platform) and giving a personal touch to helping you fully understand your tax situation. This year, I came to Kevin with a corporate return for a C-Corp that I started, and he handled it with more speed and care than a prestigious SF based firm I used in previous years. His prices were far more reasonable as well!

Switched accountants this year and used Kevin for the first time. His whole staff is very friendly…read moreand easy to work with. Preparation was extremely prompt.

I did not like the service I (did not) receive at this business. Newly retired, I needed help…read moreunderstanding the changes that would have to take place on my taxes. I was told the first year I picked up my completed taxes there, if nothing changed I could expect to pay the same amount in taxes for the next year. It was a manageable amount. "If nothing changed" was not explained. As a result, this year I had to pay $7000 in taxes. Nothing was explained to me. What may be obvious to them was not obvious to me. I went to a CPA for that reason. In the end, this year, I went to the office, had a brief talk with Roberts, learned nothing, paid my bill in full before I left - nearly $600, basically, for entering last year's information into their computer. There is nothing complicated about my taxes. I had not received the answers to my questions or information I needed. Roberts was not helpful. Two days later, I received another bill for $50. I was surprised, and I was insulted. I had paid my bill before I left his office that day. No one mentioned that a brief discussion with Roberts would cost another $50. And, when I got home, after trying several times to pay my taxes online, I figured out why I was having trouble, my address was wrong. The prior year they had entered the wrong zip code on my taxes. As far as I'm concerned, I ended up paying, paying, paying. I really do hate wasting my hard earned money. Sincerely, Obviously unhappy customer.

Michael Ocensak is fairly new to Roberts & Company, and they are lucky to have him on staff…read more Michael is always responsive, explains scenarios, responds to my questions, and always gets my returns completed in an expeditious fashion. I believe that great companies are made up by great people, and Michael is definitely contributing positively for the reputation of Roberts & Company as a trusted advisor when it comes to accountancy and taxes.

Best accountant ever end of story enough said! Patient and so helpful! Terrie and her staff second…read moreto none! Thank you

The worst tax service I have ever paid for. She just does not do her job. There is no communication…read moreat all regarding what files need to be submitted, as I (and multiple others who used Karen's Taxes) submitted what we thought we needed. Yet she just automatically filed an extension without communicating with us, so when I asked about my returns, she said she had filed an extension! Oh, and she goes on a month-long vacation after tax season ends. Good luck communicating with her. The kicker? She actually had all the files she needed; she just misread them. Plus, you'd think she would quickly finish the tax files upon her return, but no, she did not. I had to email her repeatedly, and half the time she never responded or just said she was in the queue, when all she had to do was submit what she should have done at first. Because of her, I had to pay interest to the government on my taxes, the extension fee, and I had to pay her. Waste of time and a waste of money, you are better off with an online program; it will probably be more correct anyway.

If I could give negative stars I would! This woman should not even be in business! She failed to do…read moreour taxes for an entire year! We called, emailed, etc with no response! She took our tax info to her private residence, didn't do our taxes by either the deadline nor the extension period, and left the Country for months, not allowing us to even pick up our documents to go to someone else. I am appalled anyone could be so negligent. STAY FAR AWAY!

I have worked with Gina Tonelli for the last 6 years. Gina took over my accounting at a time when I…read morewas experiencing enormous growth. I had a bookkeeper before but they did not have the construction background. This is really where Gina shines. She knows construction in and out and will not only keep your books in top shape but she will give you great advice on how to keep your cost in line and make a profit. She watches every penny and is amazing at negotiating great deals when I need her help. You will probably find great bookkeepers out there but I can promise you will not find an accountant who understands construction the way Gina does. I highly recommend her!!!

From the owner: I have worked in the construction Industry for over 20 years, doing everything from estimating and…read moreproject management, to perfecting my niche, construction accounting. I know the business well and I'm fully dedicated to the success and financial health of my clients' enterprise.

They are in business with Fortitude Fiduciary. They are all related to each other. Amber Peters…read moreundersold my Mother's home. You could never get ahold of her. She had her friends and family appraise the home which was 35,000 under what it was worth. She was so negligent the judge dismissed her from the trust. I can't even begin to tell you how badly she frauded us. Don't hire anyone associated with this company.

This woman, ms Cain, is a fraud. She loses valuable items that are supposed to be "secured" in her…read moreoffice. She took way longer than she should have to settle my grandmothers estate so that she could keep charging her "monthly administrative fees". She doesn't return phone calls nor does she reply to emails in a timely manner. Stay far, far away. Actually, run.

2/9/2023: Today is 2/17/2023, i.e., I was reticent writing a review for H & R Block due to waiting…read morereceiving the bottomline costs hiring H & R Block preparing my IRS State and Federal 2022 Tax Returns. Disappointingly, H & R Block is getting egregiously expensive for preparing my IRS State and Federal 2022 Tax Returns . . . I'm absolutely MIFFED!!!! From all the solar infrastructure I installed at my humble abode plus, a couple of tax deductions I claimed, H & R Block took $205.00 for tax preparations plus, $39.00 for depositing the remaining mere pittance, 2022 State and Federal tax refund into my bank account!!!! Therefore, I will definitely, seriously reconsider whether I will hire H & R Block preparing my 2023 State and Federal Tax Return due to the high cost preparing 2022 tax refund and their performance: I'm immediately contemplating canceling next year's appointment with H & R Block NOW due to absconding with a majority of my IRS State and Federal 2022 Tax Refund!!!! Unbelievably unsatisfied with H & R Block's tax preparations' costs!!!!

Walked away on me let my issue with my mother's estate probate lay in a file for over a year unit I…read morewalk in they found the file never contacted me cost me 1000 dollars more in fines from the state that I mailed today