Caitlin C. Root, CPA

Manager

716-856-3300

croot@LumsdenCPA.com

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Caitlin, a manager in our accounting and audit department, is responsible for serving commercial businesses and exempt organizations with a wide variety of services.  These services include reviews and compilations, preparation of monthly financial statements, financial analysis and cash flow projections.  She also has extensive experience with taxation of commercial business entities including partnerships and corporations.  Caitlin has her QuickBooks Online Advanced Certification and has experience with several other accounting related software programs.

EDUCATION

Canisius University, Master of Science in Forensic Accounting
University at Albany, State University of New York, Bachelor of Science in Accounting

PROFESSIONAL

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants 
 

Industry Expertise

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April 2025 Buffalo Sabres Tickets Raffle

April 2025 Buffalo Sabres Tickets Raffle

April 05, 2025

Enter to win two tickets to a Sabres home game for the 2024-2025 season!

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Navigating Expiring Tax Provisions and the Current Market Landscape

Navigating Expiring Tax Provisions and the Current Market Landscape

February 12, 2025

Discover the expiring provisions of the Tax Cut and Jobs Act (TCJA) and their impact on your financial planning and tax strategies for 2025 and beyond. Plus, gain insights from our Financial Market Update.

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