About our Firm
Background
For over 25 years, J. A. Roesch & Associates has been providing quality, personalized financial guidance to local individuals and businesses. J. A. Roesch & Associates's expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and financial planning.
Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. J. A. Roesch & Associates is dedicated to meeting these goals with high standards of excellence and professionalism.
Our Team
John A. Roesch, EA, CFP, MBA, received his undergraduate degree from Gettysburg College and MBA from Drexel University. He is enrolled to practice before the Internal Revenue Service and holds the designation Certified Financial Planner. He has been in practice for over 25 years serving both individuals and the small business community.
roeschtax@snet.net (203) 775-0605 Ext 11
Pam Spitzer has completed college-level accounting courses over the years and attends annual tax seminars. She has excelled in several QuickBooks courses, which allows her to head our QuickBooks ProAdvisor status. Pam specializes in corporate and partnership tax preparation; analyzing client information at year end and preparing their financial statements. She sets up new accounts, including meeting with potential clients, along with John. Pam has been with our firm since 1978, less than one year after its inception.
pam2000@snet.net (203) 775-0605 Ext 13
Stacey Nelson received her Bachelor's Degree in Accounting from Kaplan University in 2006. Over the years, she has attended and completed several courses including QuickBooks, Accounting Fundamentals, and Powerful Communication Skills. Stacey has also been a notary public since 2001. She is our office manager and has been with our firm since 1993.
stacey2000@snet.net (203) 775-0605 Ext 10
Linda Kamp received her business degree from the Berkeley School of Business. She worked for IBM Corporate Headquarters for 10 years, and spent 15 years as the administrative assistant for a counseling center. As our primary bookkeeper, she balances bank accounts, prepares financial statements, and files quarterly payroll and sales tax returns, as well as preparing specialty financial reports for our UPS accounts. Since joining the firm in 2001, Linda has completed college-level courses in QuickBooks and accounting.
linda2000@snet.net (203) 775-0605 Ext 12
Barbara Adams is our primary payroll clerk. She processes payroll checks for several clients on a weekly, semi-weekly or bi-monthly basis. She also is our main data entry clerk. She works closely with accounts that require daily or weekly attention in regard to bookkeeping. You will most likely speak to her first when you call our office. Barb has been a part of our team since 2004.
barbara2000@snet.net (203) 775-0605 Ext 16
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