Kimberly Roberts, AFSP
IRS Annual Filing Season Program
Roberts & Foster Financial
Office
1428 Oak CtOgden, UT 84526
Contact
- Phone(861) 299-1799
- Emailkimberlyroberts@roberts-foster-financial.example
- PTINP54112600
Profile
- Years of experience2 years
- Accepting new clientsYes
- Virtual meetingsIn-person only
- E-files returnsNo
- Fee range$$ – $$$
- LanguagesEnglish, Vietnamese
About Kimberly Roberts, AFSP
Kimberly Roberts, AFSP is a IRS Annual Filing Season Program serving clients in Ogden, Utah and the surrounding region. With 2 years of professional experience, the firm of Roberts & Foster Financial handles a focused range of federal and state tax matters for individuals, families, and small businesses.
As an Annual Filing Season Program participant in good standing with the IRS, Kimberly Roberts, AFSP is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. AFSP participants have limited representation rights before the IRS for returns they prepared and signed.
Specialties
- Foreign earned income exclusion
- FBAR / FATCA filings
- QuickBooks ProAdvisor
- Retirement plan rollovers
- ITIN applications
Service area
Primary office in Ogden, UT (ZIP 84526). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on Utah.
How to verify this preparer
Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.
For CPAs, the Utah Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the Utah State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.