Business Details
Trusted Accounting & Tax Services in Tucson, AZ
At Roberts D Jack CPA, we are driven by a commitment to long-term client relationships and financial excellence. Founded by Jack and Mary Roberts, both University of Arizona graduates, our firm has served individuals and businesses for decades with integrity and expertise. Our team consists exclusively of seasoned professionals, with the most junior member boasting over five years of experience and the most senior offering more than 30 years of industry knowledge. We specialize in tax services, accounting and auditing, and consulting, ensuring personalized attention to every client. Our core valuesintegrity, quality, devotion, and commitmentguide every decision we make. We believe in building lasting relationships, providing honest advice, and delivering tailored solutions that address both immediate needs and long-term financial goals.Unlike firms that rotate associates, we assign experienced professionals who deeply understand your unique circumstances. Our expertise spans industries including automobile dealerships, construction, medical practices, real estate, and insurance. We serve clients in Southern Arizona and nationwide, offering both ongoing support and specialized services such as employee benefit plan audits and tax credit projects. Our mission is to empower clients through financial clarity, ensuring they are prepared to navigate opportunities and challenges with confidence.
Services
Tax Services
Accounting & Auditing
Consulting
Employee Benefit Plan Audits
Tax Problem Resolution
Financial Planning
Audit Representation
Not-for-Profit Services
Highlights and features
- We offer decades of combined experience in tax and accounting services.
- Our team consists exclusively of seasoned professionals with deep industry expertise.
- We specialize in personalized service tailored to individual and business needs.
- We prioritize long-term relationships and transparent, honest communication.
- Our expertise spans diverse industries, including real estate, healthcare, and construction.
Services
Tax Services
Our tax services include preparation, planning, and representation for individuals and businesses. We resolve tax problems and provide consulting to minimize liabilities while ensuring compliance. With expertise in estate and trust taxation, we offer tailored strategies to meet short- and long-term financial goals.
Accounting & Auditing
We deliver comprehensive accounting and auditing services, including financial statement compilation, internal control analysis, and audit representation. Our team ensures accurate reporting and compliance for businesses across industries like construction, healthcare, and real estate.
Consulting
Our consulting services address business and personal financial needs, including LIFO inventory strategies, tax credit projects, and not-for-profit support. We provide actionable insights to enhance profitability and navigate complex financial landscapes with confidence.
Employee Benefit Plan Audits
We specialize in audits for retirement and employee benefit plans, ensuring compliance with regulatory standards. Our team identifies risks and provides solutions to safeguard plan integrity and participant interests.
Tax Problem Resolution
We assist clients in resolving tax disputes with authorities, offering representation and strategic solutions. Our approach focuses on minimizing penalties and negotiating favorable outcomes for individuals and businesses facing complex tax issues.
People
D. Jack Roberts
Principal
D. Jack Roberts, CPA, co-founder of The Roberts Group, brings decades of expertise in tax and audit services, guiding clients toward financial success with integrity and personalized attention.
Mary T. Roberts
Principal
Mary T. Roberts, CPA, co-founder, specializes in accounting and consulting, offering tailored solutions for businesses and individuals. Her 30+ years of experience ensure clients receive strategic, compliance-focused financial guidance.
Betty Carol Mayou
Senior Accountant
Betty Carol Mayou, with over 20 years at The Roberts Group, excels in audit and tax services, providing meticulous analysis and client-focused solutions for complex financial scenarios.
Lori Beine
Accounting Manager
Lori Beine manages accounting operations with precision, leveraging her 15 years of experience to ensure accurate reporting and compliance for clients in diverse industries.
Courtenay Epperson
Tax Specialist
Courtenay Epperson focuses on tax preparation and planning, utilizing her expertise to optimize client returns while maintaining compliance with evolving tax regulations.
Questions
What services does The Roberts Group CPAs offer?
We provide tax preparation, audit services, accounting, consulting, and specialized solutions for industries like real estate, healthcare, and construction.
Who are The Roberts Group CPAs' target clients?
We serve individuals, businesses, and not-for-profit organizations in Southern Arizona and nationwide.
What sets The Roberts Group CPAs apart from other firms?
Our team of seasoned professionals offers personalized service, decades of experience, and a commitment to long-term client relationships.
Do The Roberts Group CPAs handle specialized audits?
Yes, we conduct employee benefit plan audits, HUD-insured project audits, and low-income housing tax credit projects.
