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Robert & Associates, LLC

Robert & Associates, LLC

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising the firm's professionalism, responsiveness, and expertise in tax and accounting services. Many highlight timely communication, thoroughness, and personalized attention. The firm is commended for community involvement and trusted advice. A single negative review mentions concerns over accuracy and rising costs, but this is an outlier among numerous 5-star ratings. Clients consistently appreciate the team's kindness, efficiency, and commitment to optimal results.

About This Listing

Bookkeeping
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

31207 Keats Way Ste. 205

Evergreen, Colorado 80439

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

I want to acknowledge Susanne Robert and her team at Robert & Associates for their contribution to the Evergreen community and support for local nonprofits. Susanne has and continues to volunteer in various capacities over the years with the Evergreen Chamber, Mountain Foothilld Rotary, Boogie Benefits, and advising local nonprofits. Robert and Associates sponsors many charitable events to enable nonprofits to get the word out about their missions. They don't only provide money, though. They actively partic

Robert & Associates has been filing my personal tax returns for two years, and I've always had a positive experience. Sharing my tax forms has always been simple and efficient, and my questions are always answered in a very timely manner either by email or phone call.

Susanne is a wonderfully established CPA in our mountain areas. As a banker, when customers ask for advice, her firm is the first one I give as a reference. I always know that I have given them a wonderful recommendation, and I have never had any complaints! She only hires the best, and I know that her associates give the same thorough care that she has built her business on. Along with being at the top of her game, she is very supportive of our community and is always actively giving back. There isn't anyo

I had used Susanne for 3 years. My 2021 tax year was the last. I'm self employed and try to keep my costs down as well as get the best possible tax benefits. When completed my tax liability was the same as the year before even though I made less and had more deductions. I expressed my concerns several times about whether my deductions were all accounted for and was told everything was correct. Well that was not correct as the IRS found an error that saved me $1300! Not to mention her rates more than doubled

Susanne is a true business professional and an excellent CPA! She understands her clients unique situation and excels at achieving optimal results for each client. I personally and highly recommend her!

Susanne Robert is dedicated to our community, and a true professional. I refer everyone to Susanne Robert for expert advice on all of their tax based needs. Whether the issues are simple or complex, I trust Susanne's expertise to give them the best service possible.

Everyone from Robert & Associates, LLC is so kind and helpful!! Wouldn't go anywhere else. Thank you guy's!

Being a small business owner, I needed sound advice from choosing the appropriate form of organization to tax planning and tax preparation. Susanne's firm provided expert advice and continues to be a trusted advisor over twenty five years later!

S C Robert CPA P.C. has an excellent reputation assisting local small business owners with taxes, accounting and bookkeeping. Giving back to the Evergreen Community in many ways. Susan is a good, interesting and fun person you should get to know.

Susanne has been very thorough and patient with my books and taxes. She knows CPA proceedures extremely well and is quick to answer any question. They don't come any better!

Robert & Associates processed our business and personal taxes. Everyone at the firm was helpful and professional, our taxes were done in a very timely fashion, and our questions were all addressed. We are so pleased to work with this firm for our accounting needs.

Susanne is a superstar. Not only is she a fabulous accountant but she is one who always gives back to the community. She goes out of her way to give excellent advice.

As a new client to Robert and Associates I can whole heartily say that our experience has been very positive. Susanne has been responsive, professional and a pleasure to work with.

Susanne returns calls within minutes...not sure how she does this, but it is impressive to have a CPA with decades of experience, who answers their phone and returns call so quickly, effectively, and with such great advice. Thank you!

Susanne Robert is an accomplished C.P.A. You can count on her accounting firm to provide reliable and accurate service. S.C. Robert, C.P.A. takes an interest in each and every client.

Susanne is an excellent accountant and a personable, fun person to know. I recommend using her for your accounting needs!

SC Robert CPA did my business and personal taxes for 2018. They did a fabulous job.

Highly recommend Mrs. Robert and Associates. Couldn't be happier with the professionalism, support and services.

Great, trusted people and was a fast and easy return. I hope to see them next year!

Great experience - Susanne was very nice, professional, and thorough.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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