About us
ROR Tax Professionals is a firm focused on the tax preparation and planning needs of individuals and small businesses.
Once Upon a Time...
Lee Roehl founded ROR in 1991, along with Dave Olds and James Reynolds. They completed their first tax season over 30 years ago, although both Lee and Dave had been preparing tax returns many years before forming the company. In fact, Lee prepared returns at home, in his basement, as far back as 1970!
Roehl, Olds and Reynolds, or ROR Financial Services, Inc. as it was known at the time, spent it’s first two decades in the Minneapolis Uptown area, as a firm focused on the needs of LGBTQ couples. Long before marriage equality, ROR helped LGBT couples navigate the tax complexities of being unmarried, having children, and owning a home together. We had a goal to help folks understand their taxes, take advantage of their unique situations, as well as help them increase their net worth and save for retirement, all while planning for and finding opportunities to reduce taxes.
With so many happy clients, these folks began to recommend us to their friends and families outside the LGBTQ community. In 2007 we moved to the suburb of St Louis Park where we’ve grown to serve a broader community.
ROR Tax Professionals Today
Although all three of the original partners have passed, we continue to have the same goal: Helping clients better their financial lives. Lee’s goals remain important pillars in our work; to help folks build their net worth, own a home, contribute toward their retirement, and give back to their communities.
Today, we have three Enrolled Agents, a Certified Public Accountant and several Tax Specialists on staff, as well as a Certified Financial Planner to assist you with your tax preparartion and planning needs.
In addition to the traditional tax services, the business has grown to include other business services such as bookkeeping and accounting services as well. Most importantly, we continue to help folks plan for and understand their taxes.
ROR in the Community
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The Aliveness Project - Dine Out For Life
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The Aliveness Project - Food Shelf
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Bingo A-GoGo supporting HIV/AIDS service organizations and the Twin Cities Gay Men's Chorus
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The Lee Roehl Scholarship Fund at PhilanthroFund (PFund)
Easing the pain of tax preparation!
Our knowledgeable and skilled tax professionals are ready and willing to assist you with your tax preparation needs. Whether yours is a simple 1040 personal return, involves a small business, rental property, partnership, S or C Corporation, an estate, or a trust we're here to help.
We value your time, health and safety and offer several methods of interacting with your tax professional - whether that be virtually through an online video conference, phone calls, secure email & messaging through our Client Portal or an in-person meeting (face mask required) at our offices, our team is flexible and can adapt to your needs.
Our Professional Team
Our passionate and friendly staff have you covered every step of the way.
Our team
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Johny Black
CEO
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Dave Willson
Design
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Barbara Santa
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Johny Black
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Dave Willson
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Barbara Santa
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Johny Black
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Dave Willson
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Barbara Santa
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August (Augie) grew up with his twin brother, Max, his mom, Victoria and his dad, Matt in New Ulm, MN. He attended Mankato State.
August has his eyes set on completing a degree in accounting, and becoming a full-fledged Tax Specialist at ROR, with the hope of one day receiving his EA designation.
Outside of the office, he likes to surround himself with nature, go camping, attend music festivals around the country and explore the local restaurant and brewery scene.
Brad spent his early years in Duluth, MN, growing up on the big lake (Superior). On completing his degree, he spent some time in Arizona and South Carolina before returning home to MN to start a family.
After working in restaurant management, bartending at night and staying home to raise his kids, Brad went back to school to add an accounting degree to his skillset.
Pursuing several positions in the accounting field, he realized he enjoyed working with and helping people with their taxes and joined ROR where he specializes in bookkeeping for small business and individual taxes.
Away from the office, he enjoys the outdoors - whether its downhill skiing, golfing, hiking, traveling or just hanging out at the lake with his family.
Wendy earned her BS in Accounting from the University of Minnesota, Carlson School of Management, and her MA in Health from the St Catherine’s University. She has worked as a CPA in public accounting and as an Accountant/Finance director for small business.
As a CPA, Wendy worked as a Tax Manager specializing in individual taxes and small corporations. Wendy joined ROR as a Tax Professional in January 2024 and enjoys working with diverse group of clients that come to ROR for their tax services. The best part is hearing about each person’s individual story.
When she’s not in the office, she spends her time traveling with her, Spouse, two kids and her dog.
Often a friendly first point-of-contact for new clients, Ezra can usually be found at the Front Desk, and keeps things maintained around the office.
A native New Jerseyan, he has lived in Minneapolis for the last ten years and is starting to get the hang of it.
When not attending to his administrative duties, he practices fine arts, writing, and (very) beginner-level violin.
One meeting with Denise and you'll quickly realize her favorite color is pink, she adores her grandchildren, is an avid scrapbooker and bicyclist, and she loves to laugh!
As an Enrolled Agent, she has earned the privilege of representing taxpayers in front of the IRS. She also sits on the board of the MN Chapter of the NATP (National Association of Tax Professionals)
With a vast array of experience and education, Denise is available to help you with your individual, small business, estate, and/or trust returns as well as your business bookkeeping needs.
Matt earned his AAS in Financial Accounting from Rasmussen College and his BS in Accounting from Colorado State University.
When not firmly seated in his office chair he can be found playing his guitar and checking out the music scene around the cities.
Also an Enrolled Agent, Matt specializes on business tax such as Sole Proprietorships, partnership, and S Corporation returns as well as providing accounting services for small to medium sized businesses.
Michael is all about his family and resides in St. Louis Park with his wife Megan and two precious and free-spirited daughters Vivian and Dahlia.
Michael has a BS from University of Wisconsin River Falls and a BA in Political Science (a lifetime ago!) from Southern Illinois University in Carbondale.
As a CPA, Michael worked as an auditor in Alaska and Minnesota before finding his calling in tax preparation while specializing in small business.
When he's not in the office, his life revolves around his darling daughters, deer season/ice fishing, date nights with Megan, and catching an occasional Deftones, Tool, or Jethro Tull show.
Larry has taxes in his blood. He's the son of a tax attorney and grew up watching his father work long hours during tax season. Somehow, this didn't deter him from pursuing a similar career.
Larry has broad tax experience having worked for H and R Block and AdvisorNet Financial Partners as a Tax Specialist. His primary focus as an Enrolled Agent is on his clients and their tax preparation and planning needs.
When he's not elbows deep in tax documents you might find him enjoying a round of golf, bicycling around the cities, coaching youth sports, or relaxing in South Minneapolis where he lives with his wife, Ruth, and his two teenage children, Julia and Michael.
This bright-eyed kid left Elk Mound in the early 90's and headed west to the grit and excitement of the Twin Cities. Upon arrival he could be heard to exclaim "Toto, I don't think we're in Wisconsin anymore!"
A fierce advocate of the LGBTQ+ community, Mike is a Certified Financial Planner® and a Chartered Financial Consultant® and has been named a Five Star Wealth Manager in Minneapolis/St. Paul magazine numerous years in a row..
In addition to these many talents, Mike excels in individual tax planning and preparation, retirement and education planning.
We’re just like the fancy tax firms, without the marble walls and walnut floors!
~Founder, Lee Roehl
What is an EA?
An enrolled agent (EA) is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee
Closets are for clothes, not people; like bags are for groceries, not tax receipts!
~Founder, Lee Roehl
