I have used LuAnn’s service several times but only once when I moved back to Memphis. She helped me lower the amount I owed the IRS even though I was no longer in Arizona. I was so grateful for her help. But I haven’t reached out to her again since then because my taxes weren’t very complicated after that. But today I had a question about taxes and IRAs. Not only did she return my call quickly but she immediately sent me information to help me with my questions. She is joy to work with and she really cares. She is upfront with what she knows and what she doesn’t know she’ll find out. Honest, professional and very friendly. I’d recommend her to anyone who needs an incredible CPA.
We have worked with LuAnn for years, she is a pleasure to work with! She is highly knowledgeable and also has the ability to explain things in way that you can understand. Working with her gives us great confidence for our business!
We love working with LuAnn and her crack team of accounting/bookkeeping ninjas. Always attentive to our needs, available whenever we have questions and 100% thorough in planning and preparation. Theyre an important part of our team and success.
LuAnn and Savannah have been wonderful! They have taught me so much about Quickbooks and help with our small business bookkeeping. They are patient, kind, and always ready to answer questions. I highly recommend Roberts Accounting Solutions for all their services.
LuAnn is amazing. She put my books in order in no time flat, reassured me that I was on the right track and explained all the missing pieces so well that for the first time I feel like I totally understand my books and tax strategy. Her heart is so full of a helpful spirit and her head is so full of knowledge there is absolutely no reason to go any where else!
LuAnn was so helpful! She went above and beyond our expectations in helping us! She had creative suggestions to help make our lives easier! So happy we found LuAnn and her company!
Luann has been our accountant for the last 10 years. We consulted her when my wife was starting her own business. Luann helped us right from the get-go with advice on how to structure the business and how to navigate all the hoops we had to jump through to get the business going. That was invaluable help and in the 10 years since she has not only done the taxes for the business and our personal returns, but has always been available to answer any question we have regarding the business or our personal tax situation. If I ever have a question about anything, I can call, text or e-mail Luann and I know I will have a response in a very short amount of time.Luann and her staff have always been very competent, very professional and pleasant to work with. I would highly recommend Luann to anyone.
These ladies make doing taxes fun. Believe it or not!
I dont normally write reviews. I have filed with LuAnn this March for last year tax return. Right now its August and I still didnt received my return, because they used completely different routing number for my direct deposit. I had to call and talk to her assistant and I gave correct numbers, but once it was filed, the number were put wrong. When she emailed me my file, there was no bank information, she asked me to call, because she didnt want me to email it. I called IRS several months after I filed and they confirmed that the routing number was wrong. After emailing LuAnn, she said I signed the file and agreed to the information she filed, but it didnt contain the bank information. After all, it was their mistake. At the end, she didnt even want to refund me for her services. Im NOT coming back and DONT recommend her at all. Again, its August and I still dont have my refund.Update: After hours and hours on the phone with IRS and the bank, it turns out that there is a person that has an account at the same bank with this wrong account information and that person received my refund. I had to talk to IRS and file different forms they require for displaced refunds. I also got a transcript of my tax filing to bring to the bank and show that the money went through. At the end, I got a check in a mail almost a year after filing. I have met with LuAnn several months ago to call both the IRS and bank about the issue and she was helpful to make calls with me, but it didnt help much, since every time I make another call, I had to explain the issue all over again.
LuAnn was helpful in explaining the options available for my business, in a way that was easy to understand.
Luann has been amazing to work with. I am a small company and cannot employ a book keeping staff so she does everything for me. I dont have to worry about the tax things I forgot about before, they are just done. She prepays the feds every month for me so I dont have a big bill at the end of the year.Thanks, Bill Sanborn, All Services Building Construction
LuAnn has made my corporate and personal taxes a breeze. I wish I had found her sooner. Local, friendly, and detail oriented. Highly recommend!
I recently attended a conference with LuAnn and she was a wealth of information. Very knowledgeable and fun! I highly recommend her services.
I cannot say enough good things about LuAnn. She and her team handle all of my bookkeeping on a monthly basis as well as handle our yearly returns, both corporate and personal. They now handle my childrens returns as well. She set up our LLC 14 years ago, and will set up another for us this year. I trust them implicitly. They have trained me to handle Quickbooks, so that I dont have to pay them for things that I can do myself. How many people do you work with who tell you not to pay them if you dont need to?! I started with Luann 14 years ago and she has helped me through thick and thin. I recommend her services, and those of her staff without hesitation. She is a professional who knows her business, and she is a quality person with a strong moral compass. What more could you ask for? Ill never use anyone else.
I have been using LuAnn Roberts CPA services since 2005. She is knowledgeable, honest, fast, accurate, reasonably priced, and cheerful. What more could you want, right? I highly recommend her, whether you are an individual who needs help with several forms, or a business owner who needs more in depth tax advice.
Everyone in the office is always knowledgeable and helpful! LuAnns been doing my taxes and helping me with bookkeeping for my business for years and she always makes it as easy to understand and do as possible!
Luann is the best. Grateful for all that she and her team has done for us.
After about 20 years of using the same tax accountant, I switched to LuAnn, My husband and I were amazed at what we had been missing! LuAnn uses all the lasted technology to get the job done right and fast. Even the cost was less. I feel confident that my tax forms are complete and correct. We are so much more relaxed that everything was accounted for. Her pre interview asked many questions our old accountant never in 20 years did. I believe her service not only save $$ on her fee but also on our tax charges. YEAH YEAH YEAH!!!
I have been a very satisfied client of Ms. Roberts firm for many years. She and her staff are pleasant to deal with and knowledgeable. A noteworthy difference between them and many other service providers here in Flagstaff is that they do what they say they are going to do, i.e., they are consistently reliable and deliver what they pormise in a timely manner. As a retired executive of a major investment firm, I am happy to recommend them without reservation.
LuAnn has been my CPA for a few years...I am very happy with her professionalism and attention to detail. She is always available when I need to consult with her. I would not hesitate to refer others to her.George CastleberrySec-TreasurerNorCal Redevelopment Corp
LuAnn is a star! While we have been using QuickBooks for years, we knew there where tips and tricks that would make us more efficient. She was super professional, helpful and asked us the right questions to best guide us to use QuickBooks the most efficient manner. Thank you LuAnn!
LuAnn has been our accountant since we started our own business 10 years ago. She is always there for advice and counsel and what she tells you is always right! We trust our business with LuAnn and would highly recommend her services.Chris and Becky HalsteadThe Halstead Agency/ Allstate Insurance
Last summer we found ourselves without an accountant and shortly thereafter our bookkeeper left. We had been referred to LuAnn McCormick Roberts. After meeting with LuAnn we decided to retain her services. Since that time, this firm and all of the fine people there, have been superbly responsive and very available to us. Our profits are up and our books are taken care of responsibly and professionally. The customer service is nothing less than we expect from our own operation. LuAnn McCormick Roberts, CPA gets Five Stars from Artisan Metal Works LLC, and we look forward to a continued and growing relationship with LuAnn McCormick Roberts, CPA!Tim QuigleyManaging PartnerArtisan Metal Works LLC
Im so grateful for LuAnns services over the last 3 years. I highly recommend her!
From my first meeting LuAnn has helped me a ton with my personal and small business taxes. Saving me some headaches. Highly recommend her and the staff at LMRCPA.
LuAnn and her staff are wonderful. They are very knowledgeable and helpful with any QuickBooks and tax questions.
LuAnn and her office filed our federal payroll taxes late repeatedly, incurring over $900 in penalties. She came across as unprofessional and rude when communicating with our company owner. We were very dissatisfied with LuAnns service. Go elsewhere for your CPA & bookkeeping needs.
I searched online for Q.B training and the first name I came to was Lu Ann. She has worked with me tirelessly and I am now able to administrate the non profit I work for.She has been very reactive to my questions and has showed me many benefits of Q.B.I would recommend Lu Ann to new and experienced users that need a little polish.
Very professional and experienced. Took the time to break things down into detail! Cant go wrong here thanks so much !
LuAnn and team take care of my personal and business accounting - local, friendly, efficient, honest, trustworthy!