"As owners of two businesses located in Placer and Yuba Counties, EarthWORKS Machinery Company, a supplier of aggregate processing & recycling equipment and Marsalla Company, LLC, a property holding and management company, we have been clients of Roberts & Associates since 2008. Our financial planner recommended Dale Roberts because he knew our accounting needs had grown and we were ready to move up from our previous service. Dale immediately embraced the accounting challenges we brought with the multiple books used for our business and personal entities. Over the years, Dale has been instrumental not only with our conventional accounting needs but also guiding us through personal family estate challenges, living trust issues, auditing commercial association charges and fees, business property audits and effectively representing our interests with State and Federal tax authorities. Our meetings cover a range of financial strategies and new venture discussions. His professional advice has always proven to keep us on the right track. All-in-all we have found Dale and his staff to be pleasurable to work with and have been very pleased with Roberts & Associates professional services."
-Jeff & Toni Marsalla, Roseville, CA
"From our start up, thru 6 years of active business, Dale Roberts has been the consummate professional CPA to support our medical corporations and private CPA needs. From inception thru multi-site growth, Dale’s advice on corporate and personal tax planning has worked very well for us. Dale’s prompt availability, professional yet personal approach, and detailed answers have made him and his staff highly supportive to our business and personal CPA interests. From tax planning to book-keeping, systems and training support, with reasonable pricing, Dale’s team offers top-notch values. After many years of closely working together, I’d give Dale and his team my highest recommendation to anyone looking for corporate or personal CPA support."
-Roger Bickford, President - Spring Medical Clinic, Inc and Spring Medical Management, Inc, Sacramento, CA
"Dale is highly talented and professional. His knowledge and integrity are unmatched. I feel very lucky to have found such a wonderful CPA. He cares about his clients and treats them with dignity and respect. When it comes to my finances, I trust no one more than Dale."
-Christopher Malone, Fair Oaks, CA
"My wife and I have been using Dale Roberts for the past 3 years. Dale has been extremely helpful in getting our financial world organized and on track. We hired him in hopes of getting a solid grasp on our taxes, payroll and retirement. He made this seemingly impossible task seem easy and even enjoyable. Dale has saved us a great deal of money, time and anguish. I would, and have, referred Dale to friends and family. Do yourself a favor and hire Dale to take care of your least favorite task.....Taxes. With Dale, it is like being on auto pilot."
-Jamie & Nicole Blair - Team Blair Tahoe, Inc, Lake Tahoe, CA
"Dale has been our accountant since 2005 and he has always provided me and my husband with world class service! We have a lot of data to process with it's own complications. Dale is very clear when explaining our options and the recommendations he might have to address any potential tax concern(s). Dale is personable, extremely knowledgeable, and has sky high integrity. I strongly recommend Dale for your business and/or personal tax needs."
-Felicia Jackson-Redman, Elk Grove, CA
"I have worked with Dale for more than 10 years and have no hesitation in referring my bookkeeping clients to him. His knowledge and top-notch customer service make him a perfect fit for my small business clients. I highly recommend him and his firm."
-Karen Sims, KAS Bookkeeping Services, Inc, Roseville, CA
"I have known Dale on personal and professional level for over 10 years. Unlike many in his field, he not only has deep technical understanding of the tax code and accounting principles, but he also operates with a strong business sense and is a great partner to help you achieve your businesses or personal financial goals. Most importantly, Dale’s personal integrity is beyond approach and he can be counted on to give you honest and direct advice. I have used Dale for both Corporate and Personal engagements and he continues to exceed my expectations. I highly recommend Dale for any tax or accounting opportunities that you may have."
-Fred Hawkins, San Jose, CA
"Dale came highly recommended from a friend and it is very evident why. He is very personable and knowledgeable. He always meets deadlines, usually exceeding them considerably. He returns calls promptly and communicates regularly. Dale also provides expert advice when tax related questions arise. I feel very comfortable that he maximizes my advantages without bending ethics or raising red flags. If I were to ever bring Dale a question or an issue that he did not feel was completely within his ability to perform expertly, I am confident he would seek out the best assistance to protect my interests without gouging my pocketbook. Trust and confidence are essential attributes to seek in a professional. I am extremely confident in Dale's abilities and he has earned my complete trust."
-Damon Hess, Rancho Cordova, CA
"Dale has been an excellent advisor when it comes to both my personal and corporate taxes. He certainly does an excellent job with the tax preparation itself, but what sets him apart is he gets to know his clients and becomes an asset to them by sharing his knowledge and providing his expertise in their business decisions. Additionally Dale has gotten me multiple refunds when I figured that I would have to pay. I would recommend Dale to anyone looking for a tax preparer, both personal and corporate, tax and finanacial advisor or simply a good business advisor. If you are building a team of experts around you to plan your finances then I would be sure to include Dale on that team."
-Marcus Rabwin, Folsom, CA