Our Firm

Roberts & Associates was formed in June 1988. We were founded on the principle of using our technical expertise to provide superior quality services to our clients while building personal and attentive relationships. We continue to adhere to this principle. Our firm has grown steadily since its inception, with a sharp focus on our core business services and the Southern Arizona community. Our professionals embrace the opportunity to be involved in both tax and financial engagements.

The principals of Roberts & Associates, PLLC have national firm experience. Yet we offer the personal attention that only a local Tucson, AZ CPA firm can provide. We value our client relationships and are proud that many of our clients have been with us for the long-term. Much of our growth and success through the years is a direct result of referrals from our existing clients. We receive no greater compliment than the endorsement from those we have had the pleasure to serve.

To better serve our clients, we joined the Private Companies Practice Section (PCPS) of the American Institute of Certified Public Accountants (AICPA) and we participate in the AICPA Peer Review Program. The Program ensures the quality of accounting, auditing and attestation services performed by AICPA members through an extensive periodic review of the member firm's quality control measures sufficient to provide reasonable assurance of complying with professional standards. Our last review (June 6, 2008) found that our quality control measures met AICPA requirements. Our firm has received an unmodified opinion in each of the six peer reviews which it has undergone. As a PCPS member, our Peer Review results are posted in the AICPA's Peer Review Public File.

Members

D. Jack Roberts, CPA | jroberts@rtaxes.com

Jack Roberts graduated from the University of Arizona in Tucson in 1980. Jack spent several years as a tax manager with a national firm until leaving to form Roberts & Associates. Jack expanded his knowledge to become a Certified Financial Planner (present status inactive). He continued his professional development by earning the title, Certified Valuation Analyst (present status inactive). Jack served as President of the Board of Trustees of Green Fields Country Day School for four years and as Treasurer and a member of the Board of Directors of the American Heart Association for six years. Jack was a tax instructor for a national accounting firm and an associate faculty member in the accounting department of Pima Community College. He has expertise in a variety of areas including individual, corporate, partnership and fiduciary taxation, audits of projects with HUD insured financing, employee benefit plans, automobile dealerships and business consulting.

Mary T. Roberts, CPA | mroberts@rtaxes.com

Mary Roberts moved to Arizona from Michigan to attend the University of Arizona in Tucson where she graduated in 1985. She worked her way through college as a staff person at a national accounting firm. She continued working for the national firm after graduation. In 1988, she joined Jack Roberts in the formation of a local accounting firm dedicated to quality customer service with expert technical skills. Mary became a Certified Valuation Analyst in 1999 (present status inactive). She is a member of the AICPA, ASCPA and NACVA. Mary provides financial, tax and consulting services to many individuals and businesses. She specializes in estate and trust taxation and partnership taxation.

Wendy G. Alexonis, CPA | walexonis@rtaxes.com

Wendy Alexonis earned her Bachelor of Science degree in Business Administration with majors in accounting and real estate from the University of Arizona in Tucson in 1992. She began her career in public accounting with Jack and Mary Roberts, initially as an entry-level staff person, then manager and finally as a partner. She provides tax, financial and consulting services to a diverse group of clients including individuals, trusts, estates, partnerships, limited liability companies and corporations (profit and nonprofit). Wendy has expertise in many areas including: employee benefit plans, construction, country clubs, homeowners' associations, radio and television, religious organizations, nonprofit organizations, transportation, real estate and other service businesses.