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Meet the ROR staff
~
ready to give you the Royal Treatment!
Lee Roehl ~
Queen of Queries
Owner and Founder
email
This self-proclaimed Network Queen and Santa Claus wannabe started doing taxes at H&R Block in the mid-70’s. He taught school for 23 years with his BA & MA in Elementary Education. “First grade for the last 8 years was the best!” says Lee R.
Of course he loves his husband Paul, daughter Jen and her progeny Ani and Storm, and his dogs Baxter and Daulton. He is passionate about making the world a better place, equal rights for everyone, Quorum (the GLBTA chamber of commerce), and cooking and entertaining at his foo foo candlelit dinners.
Declaration of royal treatment ~ "I pledge to coordinate your activities to (1) help you pay the least amount of taxes possible (2) increase your net worth (3) connect you to the right people to fulfill your needs and ultimately (4) live well.”
Lee Zurek ~
Countess of Credits
Income Tax Specialist
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While looking for a career change in 2000, she took Lee’s (the other namesake in the office) income tax course. She is a retired nursing instructor at the community college level. Lee Z has been with ROR since 2001. Come in to ROR Tax to see the smile this position has put on her face!
Lee really likes meeting and working with the clients that come to ROR. Really. She REALLY likes them! She finds them great and grateful for ROR's services. You might run into her at a women’s basketball game at the U, but please don’t run into her while she's riding her bicycle.
Lee prepares tax returns and does tax planning for individuals, families and the self-employed.
Declaration of royal treatment ~ "I pledge to create a friendly, comfortable experience and deliver an accurate tax preparation personalized to your situation.”
Dick Miller ~
Duke of Deductions
Income Tax Specialist
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Like most everyone you talk to at ROR Tax Professionals, Dick prepares tax returns, gives tax advice, and does tax planning. Factor in his MBA and a treasure chest of experience, including working with large accounting firms, being CFO of several companies, and his own personal tax practice.
“I love having other tax professionals with which to consult and enjoy this merry band of coworkers and clients.” You might catch him away from the Land of ROR rollerblading, reading, crocheting, or working out.
Declaration of royal treatment ~ "I pledge to draw upon all my resources and experience to make the odyssey of your tax journey work to your utmost good.”
Mike Cassidy, CFP® ~
Prince of Planning
Income Tax Specialist
CERTIFIED FINANCIAL PLANNER™
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From the tiny burg of Elk Mound, Wisconsin, Mike’s arrival to the Twin Cities colony began a varied financial career, having now spanned 18 years for taxes and 13 years for financial services. He portends ROR as a piece in an expansive puzzle that interlocks with other professional businesses. On the magical state of affairs at ROR, he imparts that, “Believe it or not ~ it’s fun to work with tax accountants!” He revels in its quality, size, each and every co-worker, and the wonderfulness of ROR’s clients.
Other jewels in Mike C’s crown include key positions with Project 515, DIVA|MN, HRC, Heartland AIDS Rides, and American Expresses’ PRIDE Network. You might glimpse him being outdoors (trying) to stay fit, living in the Gayborhood of North Minneapolis, enjoying restaurants “too much” and relentlessly renovating his boyfriend’s (Alan) home to maintain his status as honorary lesbian with many tools.
Speaking of tools, Mike C brings many of them to ROR. As a CERTIFIED FINANCIAL PLANNER™, they include retirement and education planning, as well as individual tax planning and preparation.
Declaration of royal treatment ~ "I pledge to not just prepare your taxes, but to look for opportunities in your situation that will better your life. I will also do my best to take the pain out of getting your taxes done!”
Mike Simon ~
Wizard of Withholding
Income Tax Specialist
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Once upon a time, a farm boy from the small village of Elk Mound, WI set out for the large city of Madison, where he hoped to discover what kind of adventure life held in store for him. After several years of studying and carousing, he met a very nice lady from Minneapolis. The Lady Jen joined our hero (?) on a long winding road through marriage, post-college employment hardship, the birth of two children, and a career in news radio before encouraging him to go back to school for accounting so that he could join her father’s tax firm in the even bigger city of Minneapolis.
While the ever-after part of the story remains to be written, we do find Mike S very happily using his research expertise to help find the best possible tax situation for his clients. “One of the things I like most about working in the tax field is that every time a new client sits down with me, my job completely changes. No two tax situations are alike, and it’s fun to develop a customized plan for each client so they can achieve the goals they’ve set for themselves.”
The three most precious gems in Mike’s life are The Lady Jen (13 years of marriage and counting), and their two princesses, Ani and The Storm. He pretends to enjoy home improvement projects, biking and fitness, but is really more into good food and wine.
Mike S focuses on tax planning and preparation for individuals, families, partnerships, and corporations.
Declaration of royal treatment ~ "I pledge to work as hard as possible so my clients’ tax planning is comfortable, trouble-free, and even fun."
"Tiaras optional."
~ a proclamation of leniency from the Queen of Queries