Services Offered
Tax Preparation and Filing
Comprehensive tax services for individuals and businesses, including filing, extensions, and maximizing deductions.
Estate Planning and Settlement
Assistance with estate matters, including tax implications, filing, and guidance during estate settlement.
Business Accounting
Professional accounting services tailored to small businesses, including bookkeeping and financial reporting.
Financial Consulting
Personalized advice on tax strategies, deductions, and financial planning to optimize your outcomes.
Tax Refiling and Amendments
Help with correcting past tax returns, identifying missed deductions, and refiling for better results.
Reviews
4.2(5 reviews)
Rating Distribution
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via Google
6 months ago
Make sure you record every correspondence with this company. If they make a mistake and you cannot prove it is their mistake, then you will be paying for their mistake. I told them very clearly and even reinforced that I needed them to file an extension on BOTH my business and personal taxes and their office lady wasn't able to get that done. So now they want me to pay them on top of paying for their mistake. On principle I will not be doing that. When I met with Roger and told him that his office lady messed up, he said "hold on, we will get this figured out." Then after getting my taxes ready, never mentioned the penalties I'd be incurring because of them, again. So I guess he thought by keeping quiet about it I'd forget? So on top of costing me unnecessary money, he also strung me along like he'd help me out and eventually told me, no he would not be helping me out. No moral compass obviously.
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Kait Nielsonvia Google
almost 2 years ago
I HIGHLY recommend working with Roger. He is great at communicating, friendly, trustworthy, and professional. I feel so grateful that my friend recommended him to me. I will definitely be returning to Roger next year!
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SarasotaLiving!via Google
over 4 years ago
In my years as a professional I have never had the confidence to refer a CPA…until I met Roger Lamberson. His professionalism, his knowledge, his caring approach, his responsiveness and honesty is unsurpassed. I recommend Roger to all my clients and I am proud now to call him a friend who I can turn to for accurate and specific advice. Roger in short is truly amazing and someone I have complete and unreserved confidence in. Call me for a reference anytime.
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Diane Kundratvia Google
over 7 years ago
I found Roger Lamberson through some good reviews on Gilbert Next Door. I needed someone to do both my taxes and my mother's. Within just a few minutes Roger spotted a major deduction on my mother's taxes which resulted in a significant return after he refiled her taxes. My mother passed a month later and Roger provided invaluable help on the settling of her estate. His fees are very reasonable and he is just a really kind person, which I always appreciate. I can't recommend him highly enough.
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Jamie Kahnvia Google
over 8 years ago
I've known Roger for a number of years. As an estate planner, I'm asked often if I know a good accountant. In addition to being very knowledgeable, Roger is very personable while explaining options to a client. I highly recommend interviewing Roger if you are in need.
