Kerry A. Roets, CPA, MT

Principal

716-856-3300

kroets@LumsdenCPA.com

Connect on LinkedIn

PRINT PDF BIO
 

Kerry joined the Lumsden McCormick team in 2018 with 10 years of experience which she began in Denver, Colorado. While in Denver, Kerry spent her time focusing on clients in the real estate industry and other real estate related industries, including family and closely held investment groups and private equity.

Since joining the Lumsden team over 4 years ago, she has continued to expand her knowledge and experience in real estate and pass-through entity taxation, advising on both company operations and individual level compliance and planning.  Throughout her career, Kerry has worked with clients in a broad range of areas within the real estate industry, including the hospitality sector, single and multifamily housing, cost segregation studies and historic tax credits.  

Kerry’s strong client service skills, along with her technical abilities and diverse background, have provided meaningful and positive benefits to her clients over the years.

EDUCATION

University of Denver, Master of Taxation 
John Carroll University, Bachelor of Science, Business Administration/Accounting

PROFESSIONAL

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
New York Women In Real Estate (NY WIRE), Member
Transformational Leadership Program™  2024, Convergence Coaching®

Upcoming Events

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!

Learn More
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.

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

Comprehensive. Proactive. Accessible.
How Can We Help?