Charles F Roberts, CPA

Chuck is hands down best. He has been helping me with taxes for 20 years now and was doing my parents taxes before that. This has been for both personal taxes and our business taxes.

Anyone can knock someone else on the Internet and try and hurt another person. So we all need to consider the source and none of us know all the circumstances. l have known Chuck for over 20 years after he was one of our Kearny Mesa Kiwanis Club faithful members and a very good god fearing practicing christian married with children. This guy has forgot more about accounting that most accountants would ever know. Expert in this field, all electronic or snail mail returns. Usually if someone is dissatisfied it is cause they did not give Chuck all info or even held back critical info.
Don’t worry folks he knows his stuff and his clients never get audited by the IRS.
Long time business client never one single problem.
Faithfully
Lance Haynes
Haynes Chauffeuring
San Diego

Chuck mishandled our taxes such that $ 8,000 in tax levies has been placed on my husband’s bank account as well as my own by the State.
Chuck was supposed to handle our taxes for three years, 2008-​10. Because of his negligence in filing our taxes, we not only have to find a new tax accountant but we have to engage in a fight with the State over our levied accounts.
My husband and I are both attorneys, my husband has his own law practice and I am a partner at a law firm.
Perhaps this is what makes our taxes so difficult for Chuck to handle. Three other friends of ours use Chuck and they also had errors /​concerns with their taxes such that, like us, they are looking for a new tax accountant with us.
There was a general lack of responsiveness and professionalism displayed by Chuck (perhaps because he is close to retirement age) and for this he continues to send us a $ 400 bill for services rendered. Shocking.

I called today to speak with someone about helping me with my taxes. The lady that answered the phone asked how I heard of Charles F Roberts, when I told her I saw good reviews on Unilocal her response was, «He is not taking new clients from Unilocal.» When I asked why, she said that the clients don’t stay longer then a year. She had an attitude and was just flat out not helpful and rude. Here’s a thought, maybe it was your lack of customer service for the reason to why people dont come back.

After reading the two reviews, I decided to call. Charles answered and I briefly explained that I needed to file my taxes from ’04 & ’05 and that I had all of my W2s & paperwork needed to do so. Charles said, and I quote «No, I don’t want to get involved in that.» I was dumbfounded. Don’t want to get involved in helping me file my back taxes? Isn’t that what a CPA does, file taxes? I simply thanked him and hung up. Ridiculous.
I did give him 3 stars though, as I think it would be unfair for me to give him 1 star considering it was just a quick conversation. But come on, he couldn’t have been more unhelpful.

Another year with a nice fat tax return thanks to Chuck!