Practicing Accountants for more than 35 years

Paul J. Roberto

  A high school valedictorian, Paul graduated with honors from Case  Western Reserve University, Cleveland, Ohio.  As an  undergraduate, he earned honors in the Phi Society, scholastic honorary,  and Beta Alpha Psi, accounting honorary. 


  He entered public accounting practice in the international CPA firm of  Peat, Marwick, Mitchell, & Co. where he obtained a broad knowledge  of accounting practice and theory.  He began his own accounting firm in  Cleveland and remains a practicing accountant today in Florida. 

  Paul is an enrolled treasury agent, having completed a demanding  educational process allowing him to represent public and commercial  clients before the Internal Revenue Service.  He is associated with  licensed practioners in fields of law, insurance, and advertising. 

  

Paul is a member of the Kiwanis International, Sons of Italy, Knights of Columbus and the Chamber of Commerce.  

 

Rosemary J. Roberto

  She earned her undergraduate degree from Kent State University in Ohio  and taught elementary school after her graduation.  She holds the  national recognition of Accreditation Council for Accounting, Arlington,  Virginia. 


  As a practicing tax consultant, she completed her educational  requirements as an enrolled treasury agent and is entitled to represent  public and commercial clients before the Internal Revenue Service. 


  She earned her Real Estate License with the State of Florida  and is affiliated with a national real estate firm which offers a full  financial network for commercial and residential investments.  Rosemary  also provides accounting and tax clients with tax savings advice and  planning in these areas. 

  Rosemary also served as an instructor for the Internal Revenue Service  preparers' course in its VITA program and is a notary public.


  She is active with the American Business Women's Association, American  Committee on Italian Migration and as an Ambassador for the Chamber of  Commerce.