Business Details
Trusted Accounting & Tax Services in Tucson, AZ
Roberts D Jack CPA is dedicated to serving clients with integrity, quality, and long-term commitment. Our team of seasoned professionals, led by principals Jack Roberts and Mary Roberts, brings decades of experience in tax, audit, and consulting services for individuals and businesses. We prioritize personalized attention, ensuring every client receives expert guidance tailored to their financial goals. With a focus on building lasting relationships, we go beyond annual tax filings to support clients through financial opportunities and challenges. Our core values of honesty, quality, and devotion drive every decision, ensuring clients receive the highest standard of service.The most junior team member has over five years of experience, while the most seasoned brings more than 30 years of expertise. We specialize in serving industries such as automobile dealerships, construction, medical practices, and real estate, offering both ongoing and specialized financial solutions. Our clients benefit from transparent communication, tailored tax planning, and nationwide service capabilities. By maintaining a balanced approach to work and life, we ensure sustained excellence in meeting client needs. For over 25 years, our long-term clients have relied on our expertise to navigate complex financial landscapes with confidence.
Services
Tax Preparation
Audit Services
Accounting
Consulting
Financial Planning
Highlights and features
- We offer seasoned professionals with 530+ years of experience.
- Our team provides personalized, responsive financial guidance.
- Clients benefit from long-term relationships spanning 1025+ years.
- We prioritize integrity, honesty, and transparent communication.
- Services are available for clients nationwide, not just locally.
Services
Tax Preparation
We prepare accurate and timely tax returns for individuals and businesses, ensuring compliance with federal and state regulations. Our team identifies deductions and credits to minimize liabilities while maximizing savings. Clients receive strategic tax planning to optimize financial outcomes year-round.
Audit Services
Our audit services include compiling, reviewing, and auditing financial statements to ensure transparency and accuracy. We analyze internal controls and accounting procedures, providing actionable insights for businesses to improve financial reporting and regulatory compliance.
Accounting
We offer comprehensive accounting services, including financial statement preparation and analysis. Our team helps businesses maintain organized records, track performance metrics, and make data-driven decisions for long-term growth and stability.
Consulting
Our consulting services address business and personal financial needs, including tax problem resolution and representation with tax authorities. We provide tailored strategies for estate planning, trust taxation, and navigating complex financial transitions.
Financial Planning
We guide clients in building long-term financial security through customized planning. Services include retirement strategies, investment advice, and risk management to help individuals and businesses achieve their financial goals.
People
D. Jack Roberts
Principal
Jack Roberts, a University of Arizona graduate, has over 30 years of experience in tax and audit services, leading Roberts D Jack CPA with a focus on integrity and client success.
Mary T. Roberts
Principal
Mary Roberts brings decades of expertise in accounting and consulting, ensuring clients receive strategic financial guidance tailored to their unique needs and long-term goals.
Questions
What services does The Roberts Group offer?
We provide tax preparation, audit services, accounting, consulting, and financial planning for individuals and businesses, with expertise in industries like construction and healthcare.
How does The Roberts Group differ from other accounting firms?
Our team offers 5–30+ years of experience, personalized service, and a focus on long-term relationships, ensuring tailored solutions for each client's unique needs.
Do you serve clients outside of Tucson?
Yes, we provide services to clients nationwide, not just locally in Southern Arizona.
What industries does The Roberts Group specialize in?
We specialize in serving automobile dealerships, construction contractors, medical practices, real estate investments, and insurance agencies.
