About Roberts Group CPAS
<p>Founded as Roberts Group CPA LLC, this CPA firm works with individuals and businesses on accounting and tax needs.</p> <p>Roberts Group CPAS is headquartered in Tucson, serving clients across Southern Arizona and the greater Tucson metro area. While the firm is listed in a retirement plan provider directory as an auditor, its public-facing focus is on core CPA services.</p> <p>Clients typically use the firm for day-to-day accounting support and tax work, with an emphasis on staying compliant and keeping financial reporting organized.</p> <ul> <li>Accounting services for individuals and businesses</li> <li>Tax preparation and related compliance support</li> <li>Audit services (listed as an auditor in this directory)</li> <li>CPA guidance for ongoing financial management</li> </ul>
Website: https://rtaxes.com/
Office Locations
- Tucson, AZ (Headquarters)
Accreditations & Certifications
- AICPA Member
- AICPA EBPAQC
Audit Statistics (2024)
- Total Plans Audited: 9
- Total AUM Audited: $198.7M
- 401(k): 9 plans, $198.7M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ARIZONA COMMUNITY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN & TRUST | ARIZONA COMMUNITY PHYSICIANS, P.C., AZ | $152M | 831 |
| ROYAL SPEEDWAY, INC. 401(K) PROFIT SHARING PLAN | ROYAL SPEEDWAY, INC., AZ | $20M | 438 |
| CTI 401(K) SAVINGS PLAN | CTI, INC., AZ | $9M | 350 |
| CITIZEN AUTO STAGE COMPANY AND AFFILIATES PROFIT SHARING PLAN | CITIZEN AUTO STAGE COMPANY, AZ | $6M | 70 |
| SOUTHWEST HAZARD CONTROL, INC. EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN | SOUTHWEST HAZARD CONTROL, AZ | $4M | 120 |
| 401(k) Retirement Plan | Healthcare Sponsor, AZ | $2M | 211 |
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