Roger Lamberson PLC

Hello!

My name is Roger. My family and I have called Gilbert home for over 20 years. Nothing makes me more proud than to serve small businesses by providing a personalized approach to everything I do in my tax and accounting firm. Reach out now to see how I can free you up to do what you’re passionate about.

Roger Lamberson plc tax and accounting specialist in Gilbert az

Tax & Accounting

I specialize in working with small business owners to complete their business returns. It is my honor to also assist many of my clients with not only their business return but their personal return as well, simplifying the whole process.

My Mission

My mission is to focus on the health of small businesses by providing the highest level of personalized attention when dealing with taxes and finances.

 

Practice Areas

Personal Tax Return
Small Business Tax Return
Payroll
Bookkeeping
Accounting
Business Consulting
File Organization
Cash Management

What we Do

Individual & Small Business Accounting Services

Individual & Small Business Taxes 

We help take the stress and ambiguity out of tax prep and accounting. Let us help you save your hard earned money, without worrying if you are doing it right or wrong!

Financial Planning

Wherever you want to go in life, let us help you get there. Proper financial planning can save you thousands (or tens of thousands) in the long run.

Audit Defense & Services

Are you experiencing an audit? Let us represent you and help you get back on track.

Resources & Calculators

Useful Resources for Financial Management & Forecasting

401k Calculator

Looking to calculate your retirement? Use BankRate’s 401K Calculator by clicking the link above.

Interest Calculator

Use the Interest Calculator from our friends at Calculator.net to see what a little bit of interest can do to your payments.

Retirement Planner

Use the retirement planner from Market Watch to see what you need to do to plan for retirement. We can also assist with your short and long term financial plan.

Income Tax Calculator

NerdWallet has a pretty helpful income tax Calculator, but just keep in mind that we can make sure you are keeping every penny you deserve!

Testimonials

I would give a 6th star if I could. Roger is a true partner in business that you can trust and count on.

Kirk Thompson

Roger is very knowledgeable and affordable! I highly recommend him!

Shawni Moore

I found Roger Lamberson through some good reviews on Gilbert Next Door. I needed someone to do both my taxes and my mother’s. Within just a few minutes Roger spotted a major deduction on my mother’s taxes which resulted in a significant return after he refiled her taxes. My mother passed a month later and Roger provided invaluable help on the settling of her estate. His fees are very reasonable and he is just a really kind person, which I always appreciate. I can’t recommend him highly enough.

Diane Kundrat

I’ve known Roger for a number of years. As an estate planner, I’m asked often if I know a good accountant. In addition to being very knowledgeable, Roger is very personable while explaining options to a client. I highly recommend interviewing Roger if you are in need.

Jaime Kahn

Roger Lamberson, PLC

Our Address

725 W. Elliot Rd
Suite 101-8
Gilbert, AZ 85233

Contact Roger Lamberson

Give us a call, schedule an appointment, or send us a message! We look forward to helping you simplify your tax life soon.

M-F: 9am-5pm, Sat: 9am-3pm, S: Closed