Carlson Accountancy Corporation

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.

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.

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 Unilocal.Even though my Unilocal 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!

5 stars all the way. Fast, on time and very reasonable. Thank you Mr. Carlson.

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!

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.

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

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!!!

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.

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.

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.