Practice Areas

We do much more than just prepare and submit personal and small business taxes. Let us help manage your books and guide your financial plan so you don’t have any surprises down the road.

Tax Services

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Financial Planning

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Audit Defense

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  • Tax Management Services
  • Audits & Compilation
  • Financial Projections
  • Bookkeeping
  • Budgeting Analysis
  • Benefits & Pension Plans
  • Accounting Services
  • Retirement Planning
  • IRS Representation
  • Entity Selection
  • Payroll Services
  • Estate Tax Preparation

Tax Services

Personal & Corporate Tax Preparation

  • Tax Management Services
  • Audits & Compilation
  • Financial Projections
  • Bookkeeping

Financial Planning

It’s Never Too Early or Late to Start Saving for the Future

  • Budgeting Analysis
  • Benefits & Pension Plans
  • Accounting Services
  • Retirement Planning

Defense

In a Sticky Situation? We Can Help

  • IRS Representation
  • Entity Selection
  • Payroll Services
  • Estate Tax Preparation

Management

We Keep Everything Organized For You In One Place

  • Budgeting Analysis
  • Benefits & Pension Plans
  • Accounting Services
  • Retirement Planning

Tools & Resources

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