Roz began working for D&S as an undergraduate intern and quickly advanced in her career. In January 2009, Roz became the youngest shareholder ever at D&S. She provides business, tax and financial consulting services to the LGBT community, professional athletes, artists and entertainers, large corporations and partnerships, high-net-worth individuals, entrepreneurs and closely held businesses. Roz often works with successful young business professionals in varying industries.
Roz is well known as the Greater Philadelphia-area expert on tax and financial planning issues for unmarried couples and the LGBT community. She makes regular presentations to both members and advisors of the LGBT community. She has appeared on several radio programs and has been published in various print media. She finds great pride in being an ally, advocate and resource to the LGBT community and is an outspoken supporter of civil rights.
Roz is a maxima cum laude honors graduate of LaSalle University, with a Bachelor of Science degree in accounting and management information systems. She also holds a Master of Taxation degree from the Villanova Law School Graduate Tax Program. She is a member of the American Institute of Certified Public Accountants, the National Society of Accountants and the Pennsylvania Institute of Certified Public Accountants.
In 2016, Roz was recognized by LaSalle University’s Accounting Department as one of the youngest recipients of their prestigious Michael A. DeAngelis award. This honor underscores her leadership and contributions to the accounting profession as an alumna.
Roz is very active in her community with various volunteer efforts. She serves on the Board of Directors and Finance Committee of Nutritional Development Services, a charitable organization within the Archdiocese of Philadelphia. She also serves as vice president of the Board of Directors for the Independence Business Alliance, Greater Philadelphia’s LGBT Chamber of Commerce, and is a founding board member for Bolus and Barbells, a charitable organization focused on Type 1 diabetic strength athletes.
Roz can often be found on the campus of LaSalle University as a volunteer alumna where she is a member of the President’s Advisory Council, a regular participant in School of Business Administration events and a participant in on-campus student recruiting efforts for D&S. She has been a top fundraiser and regular volunteer with various charities supporting fellowship, advocacy and research benefiting Type 1 Diabetics.
Roz is a native of Philadelphia where she resides with her husband, Jason. She is the youngest of eleven children and enjoys spending time with her considerably large family, which includes twenty-seven nieces and nephews over two generations. When she is not attending family functions, she enjoys traveling, reading and competitive powerlifting, where she holds several state and one national record.
3 Things to Double Check Before Filing Your 2018 Taxes, People Maven, April 12, 2019
How Powerlifting is Helping Women Control Type 1 Diabetes - Philadelphia Inquirer, January 8, 2019
Tax Tips for LGBTQ Couples - Credit Karma, March 26, 2018
Philadelphia Toxic Tax - And It's NOT the Wage Tax - Philadelphia Business Journal, July 27, 2017
Commuters Rejoice! Philadelphia Residents Working Outside PA. Now Eligible for Wage Tax Refunds - Philadelphia Business Journal, March 30, 2017
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What Christie's Termination of the NJ-PA Tax Agreement Means to You - Philadelphia Business Journal, September 9, 2016
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7 Tips for Managing Large Tax Engagements During Busy Season - AccountingWeb, January 7, 2016
Working with LGBT Clients in a Post-Marriage Equality World - Financial Advisor IQ, September 16, 2015
Imputed Income in the Year of Marriage - The Not-So-Definitive Answer - Tagg Magazine, August 24, 2015
Department of Labor Defines "Spouse" Under FMLA - Tagg Magazine, May 18, 2015
9 Documents LBGTQ Couples Should Have - Tagg Magazine, May 12, 2015
11 Tax Tips The LGBTQ Community Should Know - Tagg Magazine, March 17, 2015
The Economics of Same-Sex Marriage - Philadelphia Gay News, March 6, 2015
Marriage Equality in Pennsylvania - What Does It Mean for Same-sex Married Couples - Philadelphia Estate Planning Council Newsletter, September 15, 2014
U.S. Supreme Court to Rule on Same-sex Marriage Bans - Tagg Magazine, August 24, 2014
How to Treat Same-Sex Spouse Health Premiums Wrongly Included in W-2 Income - Tagg Magazine, August 4, 2014
Five Tax Strategies for a Bonus Windfall - Investopedia, June 20, 2014
Accountants Prepare for Possible Expansion of AMT - AccountingWeb, December 6, 2012
Taxes and the LGBTQ Community (episode 15) - LesBeReal Radio, August 14, 2014
PA. Warns Same-sex Married Couples to File Taxes Separately - CBS KYW News Radio, 2-21-14
Tax Tips for Same-Sex Couples - PICPA's Money & Life TV, February 6, 2014