I initially selected Roger based on his positive Yelp reviews. Had Roger do my tax return for a few years. It was ok at first, except that I met with him once in his office and saw a pop up on his screen of female cartoon avatar with a "come hither" look. Being female, and alone in the office with him, it did creep me out that he potentially spends his onscreen time interacting with avatar. Even if he didn't interact with such pop-ups, he didn't bother to close it as he was using the computer during our meeting. I pushed the thought aside and finished the appointment, because after all, he had all my very personal tax documents in his possession. My concerns came in another form later after reviewing the tax return and noting in a very neutral way that he had missed including the educational credits (all the backup and a written note had been provided to him to do so). The omission was prior to submitting the return so he was able to make the correction, but he ghosted me the following year. That year he began sending out a mass email form letter to his clients indicating new business policies. However, he did not return my calls or emails so I could make an appt for the yearly tax appointment. I had to scramble to find a new accountant due to his lack of communication. Not professional. Ironically, It was later that year or within several months that he was selected for honor as a Tustin businessman of the year. It was circa 2023 or 2024. So surprised to see the high Yelp ratings. I would not recommend. read more

Roger has done business and personal taxes for my wife and I for over 25 years because he is a professional with an eye for detail, knows tax laws inside and out, and is a great guy. read more

Found Roger on Yelp per my husband's request to search for a CPA/Tax Advisor in our area. We needed someone who can handle our business tax returns but also needed a CPA who can help my husband for 2023. Our current tax advisor is nice but unfortunately don't have the time and takes a WHILE to respond. She also didn't have a secure portal where we can upload confidential documents. I called Roger and found him to be honest, professional and responsive. I had a list of questions and shared our challenges with him and he was great in addressing them. After reading the stellar Yelp reviews, we decided to set up an in-person appointment. We were very impressed with his honesty, knowledge and expertise and we are looking forward to working with him. read more

Roger did both my wife's and my taxes this year, he did a great job at a fantastic price. Much appreciated and will be using him next year. Thanks so much!! read more

Roger really is the best! He helped me with some FTB woes that purely based on a wonky system. Not only did he helped resolve my issue, but also made me feel at ease with the situation. He truly cares about his clients and I love his down to earth humor. This is probably the best yelp find. I'm so grateful. Thanks so much Roger, I look forward to working with you in the future! read more

Roger has been great to work with. Professional and knowledgeable, and really took the time to talk with us and understand our situation. Definitely will work with Roger again. read more

Roger helped me with my small business taxes and remediated some of the issues i had with the franchise tax board. Thanks Roger!

Roger Carlson deserves 10 stars! If you are looking for a trustworthy accountant with expert knowledge about taxes... He is your man. Roger has impressive integrity to keep his word about what he says; he does. His response is fast, accurate and super efficient. Plus, Roger gave a deep caring concern for my situation. His personality is highly professional without sacrificing the human connection. It's not just all about "numbers". I felt a sense of calm reassurance from Roger. He understands the fear tax problems generate and he knows how to solve them. Specifically, after I received a terrifying letter from the Calif. Tax authority, I called for help to other accounting firms, only to be further horrified by their fees! Luckily, I found Roger Carlson on Yelp. Even though my Yelp message to him was WAY after business hours, Roger messaged me back saying that he could help me, so my mind was put at ease and I could sleep with sweet relief. The next day, I went to his office, (beautiful setting in Tustin with nature all around by the way) and Roger solved my tax problem in no time! Even though I've only been a client for two days now, I'm not just a customer, I'm a fan of this superhero accountant. HIGHLY recommended, friends! read more

Carlson Accountancy Corporation - Admiring Rogers work with a bit of fan enthusiasm. - Accountants Near Me - Orange, California

I was very fortunate to find Roger!! I had a complicated situation with an investment property exchange. Roger took the time to understand the issues and guided me through the process. With Roger's expertise and guidance, I was able to greatly minimize my tax exposure, saving me from the pitfalls of a financial hardship. He then tackled the complicated tax returns and e-filed them for me. It is reassuring to know that I have an honest and kind person like Roger as my CPA ! His expertise, integrity and professionalism are top notch! I look forward to working with you going forward, Roger. read more

Awesome! Truly the best. I had several years of tax returns to prepare and he saved me the headache of having to deal with the state of California franchise tax board. I recommend him to anyone his rates are very good and he has your returns done very timely! read more

Roger completed my personal and business taxes for 2021 and although I had to follow up with him regularly, my taxes were filled before tax day. I received an invoice in excess of what he had quoted me and I paid it. Based on my experience with Roger I opted to complete my 2022 taxes myself. Unfortunately I received a letter from the IRS in January of 2023 stating I (me and my CPA) had failed to file a form correctly. I contacted Roger and he said he would take care of it. Several weeks later, after calling and emailing Roger several times as promised dates slipped, I finally received the missing form. A week later an invoice for $425 arrived from Roger, this was a surprise to me as he did not provide an estimate or say that this would be an additional charge. So if you use Roger, make sure you get a written estimate up front for everything he does for you, and take his promised dates with a grain of salt. Sadly I think this is par for the course with independent CPAs, good luck! read more

I had a really important question I needed to find out the answer to about an inherited IRA for tax purposes... I called up Roger and without being a previous client, he gladly spent some time researching my situation and giving me advice! He was wonderful! Looks like I found a tax person I can trust in SoCal! read more

I have had the opportunity to work with Roger for the past year and he is the best! He is very consistent and diligent with his work and really cares about his clients! I only have good things to say about him and I highly recommend for all business and personal tax needs. read more

I just had my yearly meeting with Roger. He has been preparing my tax returns for over 10 years and I have always been happy with the service provided. More importantly, Roger is there when you need him after tax season. Last year I received a letter from the IRS regarding our return. I was out of town when my wife called me and I just told her to contact Roger. One phone call and h e was able to determine where the IRS was wring and offered to write a letter on our behalf to resolve the matter. Two week slater we received a letter form the IRS with the issue resolved in out favor. I highly recommend Roger as he is the missing piece to any financial plan. read more

Roger Carlson is the go to guy for your taxes. He knows his stuff, he will save you money. He gets things done fast and he is very easy to work with. I have recommended him to many friends and everyone I know who has used Roger has been 5 star satisfied!!! He has earned my 5 star rating!!! read more

I use Roger for help with my tax filings. I went self employed in 2014 and my tax life got more complicated. Roger has been a huge help to my family and gives us great advice. Thank you for the help and professionalism! read more

I changed to Roger after having problems with my taxes following the loss of my husband. Not only was he fair, honest and hard working, but he took the time to explain many aspects of taxes that I did not understand. He is very responsive to emails. You cannot go wrong with him. I highly recommend him! read more

As a Criminal Defense Attorney, I often employ my speaking skills to get people out of serious legal trouble. But, I am not as good with numbers and complicated tax rules. That's why I need someone who expertly knows those subject areas to help me in running my business. Roger, at Carlson Accountancy Corporation uses his knowledge to keep me and my practice from getting into trouble in the first place. And when I did have a routine tax audit a few years back, he used his firm, but soft-spoken skills with the auditor to keep me in the good graces of the tax man. For him, it was just another day, doing what he does best. But for me, it took away the anxiety and hassle, knowing I had a great accountant looking out for me. read more

Thank you for your help with my questions about my taxes! Roger is the man; taxes are his business and he does them exceptionally well. He is trustworthy, has an AWESOME attitude, is reliable and extremely hardworking. During the busy tax season he is known to stay open until he accommodates his last guest (Now that's loyalty & dedication!!). Thank you for all your help, trust me it's much appreciated!!! read more

I have nothing but great things to say about Roger. I am very lucky to have come in contact with his accounting agency. Thanks!

Roger is fantastic. He had my returns prepared and filed quickly, and was always very responsive to my emails. Highly recommend!

Carlson Accounting acts as an independent auditor for the Tustin Chamber of Commerce (where I sit on the board). Roger is extremely professional and provides welcome advice. I recommend him unreservedly. read more

I met Roger through a mutual friend and decided to consult with him to get my taxes done this year. Roger is a grade "A" professional and for a CPA he actually has a sense of humor. He speaks to you so you can understand the "why's" of your tax fillings, in a patient, respectful manner. His office is very pleasant and the estimate he gave me for my return was near exact. He took care of everything and throughout, was very flexible about getting my information and payment. I wound up with a neat, 2 pocket folder that contained everything I needed for my records of last year. I look forward to using Roger's services again next year. read more

Roger Carlson has been handling my personal and business accounting for a number of years and has always been very professional, reasonable and ethical in his approach to business. I like dealing with a business with integrity and this is one. read more

Roger is a great CPA. Honest and very diligent. He is very knowledgeable and communicates very well. He found things that we missed on our previous returns. I would recommend Roger to anyone! read more

Where can I even start with how amazing Roger is. I'm 27 and I've been doing my taxes through turbo tax and all of that, but I never felt like I was properly doing my taxes the right way. I got whatever refund I got and I would sit and wait to make sure no red flags were drawn. I got married this year and I'm not going to take any risks with my family and the IRS. So I wanted to go through a Tax preparation service where I can get it done right and legit. I looked around and I found Roger... BEST DECISION I'VE EVER MADE. He responded right away with the emails. he always responded back to my emails very quickly, with whateber problem i had. He met my wife and I in his office and he greeted us and explained everything to us like we weren't just clients but friends. He says to us, "I'm just an ordinary guy that does my job and does it right." That's exactly what we needed and I recommend if you need his services, he gonna do them correctly and efficiently. Just an ordinary guy Roger? You were the right person at our time of need. THANK YOU. God bless you. read more

They have done my personal and business tax returns and accounting for over 15 years. Their work is always accurate and when I ask for an explanation, I get a clear understandable answer explaining the thought behind the accounting. Roger Carlson is trustworthy, honest and great to work with. read more