Paul J. Roberto has been a practicing accountant for over 35 years.

A high school valedictorian, Paul graduated with honors from Case Western Reserve University, Cleveland, Ohio in 1957.  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 in 1960 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 has been a practicing tax consultant for over 35 years.

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.

In 1987, 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.
     
Roberto Tax Aid & Accounting
850-862-1040

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