Client Reviews of Roberta L. Bertrand

Roberta had us amend multiple years of taxes and got paid for those services. It triggered an audit. Roberta, we found out was not authorized by IRS to represent us at audit (not qualified by IRS at that time), but she came and wasn't allowed to speak, but she still billed us for that audit meeting. Her Mom, the CPA came along, but did not fight for us during the audit. They sat quietly to the side, but billed us. We hired attorney. We still lost the audit as the premise was invalid reason to amend tax returns. It was financial windfall for her as we paid for amendments that were based on false premise, had to pay attorney fees, new CPA fees to return our taxes to original status, penalties and interest. Roberta wouldn't speak to us. Roberta would not pay invoice for payments to provide amendments based on her premise and would not pay penalties and interest which is common practice when accountant makes an error. We had paid those taxes, she wrote amendments for money and we had refunds. After refunds, audit was triggered and we were charged penalties, interest, legal representation and more money to CPA to meet our original tax returns before Roberta stuck her hand into previous years taxes that were paid in full. After she wouldn't speak to us, she referred us to her lawyer, but wouldn't provide actual lawyer information. She fired us for having an issue with her work. Her mom, the firm CPA has had sanctions which we found out about after the fact. We don't recommend this accounting firm. https://apps.colorado.gov/dora/licensing/Lookup/LicenseLookup.aspx

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