Jonathan L. Roller, CPA

Partner

716-856-3300

jroller@LumsdenCPA.com

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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: The Employee Retention Credit - What You Should Know

The Employee Retention Credit - What You Should Know

January 19, 2021

Join Lumsden McCormick experts for an introduction to the Employee Retention Credit and a discussion of the changes that occurred as a result of the Consolidated Appropriations Act of 2021.

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