LuAnn McCormick Roberts, CPA in 2217 East Cedar Avenue

Customer Reviews about LuAnn McCormick Roberts, CPA:

• ★ ★ ★ ★ ★
  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 children's 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 don't 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 don't 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? I'll never use anyone else.
  By Becky Halstead, May 16, 2017
• ★ ★ ★ ★ ★
  The QuickBooks training and continued support I receive from LuAnn and staff enable me to manage our organization's financials with confidence. I highly recommend their services, especially to anyone just starting a business or just beginning to use QuickBooks.
  By Debra Greschke, February 15, 2017
• ★ ☆ ☆ ☆ ☆
  I don't normally write reviews. I have filed with LuAnn this March for last year tax return. Right now it's August and I still didn't 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 didn't 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 didn't contain the bank information. After all, it was their mistake. At the end, she didn't even want to refund me for her services. I'm NOT coming back and DON"T recommend her at all. Again, it's August and I still don't 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 didn't help much, since every time I make another call, I had to explain the issue all over again.
  By Elena Ten, November 01, 2016

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About LuAnn McCormick Roberts, CPA in Flagstaff