ROR Tax Professionals is a firm focused on the tax preparation and planning needs of individuals and small businesses.
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.
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.
The Aliveness Project - Dine Out For Life
The Aliveness Project - Food Shelf
Bingo A-GoGo supporting HIV/AIDS service organizations and the Twin Cities Gay Men's Chorus
The Lee Roehl Scholarship Fund at PhilanthroFund (PFund)
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.