Jonathan L. Roller, CPA

Partner

716-856-3300

jroller@LumsdenCPA.com

Connect on LinkedIn

PRINT PDF BIO
 

Jon is an active member of the auditing and accounting group managing audits, reviews, compilations, and consulting services for manufacturers, contractors, and other commercial business entities, while he is also knowledgable in tax services. He manages the Firm’s pre-qualification to perform third-party reviews of tax credit applications for the Film Industry according to agreed-upon procedures established and published by Empire State Development (ESD) and serves as the audit practice leader for the Firm's manufacturing niche. In addition, Jon serves a variety of exempt organizations. 

EDUCATION

State University of New York at Buffalo, Master of Science, Accounting and Operation Management
State University of New York at Buffalo, Bachelor of Science, Accounting and Finance

PROFESSIONAL

American Institute of Certified Public Accountants 
New York State Society of Certified Public Accountants
Passed Series 7 and 66 securities exams - Financial Advisor* 
Agent for Accident, Life, and Health Insurance
Buffalo Niagara Manufacturing Alliance, Treasurer
Manufacturers Association of the Southern Tier 

COMMUNITY

Buffalo Zoological Gardens, past ProZoo Board
United Way of Buffalo and Erie County, Leadership Training 

FUN FACTS

Jon is the proud father of three daughters and loves to spend time with the girls and his wife. He is an avid Buffalo sports fan and enjoys playing golf, hockey, and four-wheeling.

*Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory ServicesSM.

Upcoming Events

Webinar Series Part IV: IRS Audit - Coming Soon Near You

Webinar Series Part IV: IRS Audit - Coming Soon Near You

July 14, 2021

The executive branch is looking to increase revenue for the IRS. Translation: expect to see an increase in the number of IRS audits being performed, including industries not traditionally targeted.

Learn More
Webinar Series Part V: Changes to Lease Accounting and How it Impacts Your Business

Webinar Series Part V: Changes to Lease Accounting and How it Impacts Your Business

July 27, 2021

The accounting for leases is changing significantly. The required implementation of FASB ASC 842 will mandate that most leases are included on the balance sheet as a right-of-use asset, with a corresponding lease liability. The new standard will impact nearly all commercial businesses and nonprofit organizations and is effective for annual reporting periods beginning after December 15, 2021.

Learn More
SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

Comprehensive. Proactive. Accessible.
How Can We Help?