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Joe is the founder and Managing Principal of Roman & Kulpa, LLC and has forty years of public accounting experience.

Joe works primarily with individuals and trustees. His expertise includes federal and state tax planning, compliance and strategy, as well as providing Personal Financial Planning (PFP) services. In addition, he oversees the management of our affiliated firm Main Street Financial Life Advisors, LLC (a New Jersey State Registered Investment Advisor) founded by him in 1999.

Prior to establishing the firm, Joe was a Tax Accountant with PricewaterhouseCoopers, LLP (formerly Coopers & Lybrand) in Philadelphia and subsequently a Partner with a local CPA firm for 18 years prior to starting Roman & Company, LLC in 2007.

Joe is a graduate (1984) of LaSalle University where he earned a Bachelor of Science Degree in Business Administration (BS Accounting) and also Widener University where he earned a Master of Science Degree in Taxation (MST) in 1991.

Joe is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJCPA). In addition, he holds the Personal Financial Specialist (PFS) designation awarded by the AICPA to CPA’s with a considerable amount of professional experience in financial planning.

In addition to his firm responsibilities, Joe has served as a member of the Board of Trustees and Treasurer for The Baptist Home of South Jersey, Inc. d/b/a Riverview Estates and the Moorestown Rowing Club. Currently, he is an Adjunct Instructor for the Fox School of Business at Temple University in Philadelphia, PA.

Matt is a Principal of the firm providing accounting, tax and controllership services. 

Prior to joining the firm in 2009, Matt was an Assurance Associate in the Investment Management Group at PricewaterhouseCoopers, LLP in Philadelphia. Matt was responsible for performing audit functions on a variety of investment instruments including mutual funds, hedge funds and annuity products. 

Matt is a Certified Public Accountant and member of the American Institute of Certified Public Accountants (AICPA). He is in the process of completing the requirements for the Personal Financial Specialist (PFS) designation.

Matt holds a Master of Business Administration (MBA) and Bachelor of Science (BS Accounting) in Business Administration from LaSalle University. 

Bill is an experienced business adviser and Tax Consultant with nearly thirty years of experinece in both public accounting and industry. As an independent contractor and tax manager, he communicates directly with clients and works with our staff to complete tax returns in a timely and professional manner. 

Jane is a Senior Tax Associate of Roman & Kulpa, LLC with the responsibility to work with the Partners and Managers on tax related issues. She handles tax projects associated with tax advisory, planning, research and consulting for high net worth individuals and their flow through entities. With a strong accounting and tax background, Jane provides our clients with proficient advice, professionalism and responsiveness.

Prior to joining the firm in 2020, Jane was a Staff Accountant at Baratz & Associates, P.A. She was responsible for preparing individual and business tax returns as well as assisting the Partners and Managers with preparing financial statements, business valuations, and tax related correspondence.

Jane holds a Bachelor of Science Degree in Accounting and Finance from Rutgers School of Business.

Jane loves traveling to see other countries. She loves trying different type of food and learning about culture. Jane also loves to bake cakes and cupcakes. She loves to experiement with different flavors and challenging herself to create new designs for cakes.

Sami delivers significant value by supporting our clients in navigating their tax-related challenges. She manages tax projects encompassing advisory, planning, research and consulting for high-net-worth individuals and their flow-through entities. Drawing on a strong foundation in accounting and tax, Sami provides our clients with specialized guidance, professionalism and prompt responsiveness.

Sami earned her Master of Business Administration (MBA) and Bachelor of Science (BS) Degree in Accounting from Cairn University. She joined the firm in 2023. Her stengths include bookeeping and tax accounting. She prepares individual and business tax returns and assists Partners with other firm related activities.

Sami has a deep passion for reading, finding joy in immersing herself in the pages of diverse literary works . Beyond the world of books, she cherishes moments spent with family and friends, appreciating the bonds that strengthen over shared experiences and laughter. Additionally, Sami has a desire for exploration, eagerly venturing to new places and embracing the richness of different cultures through her travels.

Since joining the firm upon inception, Lisa has been working behind the scenes adding value to our clients by supporting the vision and direction of our practice. Lisa also works closely with all of our staff to ensure we deliver exceptional client service. Lisa enjoys interacting with our clients. Her strong organization skills and attention to follow-up ensures that we deliver the high touch experience our clients expect and deserve.

Lisa oversees operations with a goal of maximum efficiency and attention to detail. Whether she is responding to client requests, updating the books and records of the firm, handling Human Resource issues etc., Lisa strives for accuracy and efficiency, always with the client experience in mind.

Lisa holds Life; Accident & Health or Sickness Insurance Licenses.

A native of New Jersey, Lisa resides in Moorestown, NJ with her husband, Joe, and their adopted rescue dog, Harley. Lisa is a mom to a beautiful daughter, identical twin sons and three stepsons. Family is extremely important to her and she gets great joy out of spending time together as a family. In her free time, Lisa enjoys traveling, reading, cooking, baking and especially spending time with family and friends. Lisa and Joe enjoy traveling together and plan to do much more over the years ahead.

As our “Director of First Impressions”, her friendly, outgoing personality has endeared her to our clients. They always know that she will greet them with a friendly smile and willingness to help.

Sandy has strong organizational and communication skills and provides administrative support to all of our team members. Her hard work and dedication helps to ensure that our organization runs smoothly. She works directly with vendors to maintain office equipment and supplies, schedules appointments and maintains calendars, creates and maintains filing systems and assists with the preparation of client documents.

Sandy lives in Riverton, New Jersey. She has two adult sons and in her spare time, she enjoys gardening, bike riding and traveling with her Fiancé.

Lisa joined the firm in 2022 as an Operations Associate.

After years of caring for oncology patients as a Registered Nurse and serving as a nurse leader in two Magnet® recognized healthcare organizations, she is now using her skills in project management and effective communication to help build our internal process and procedures in order to enhance our client experience.

Lisa resides in Cherry Hill, NJ with her husband, Michael. They are proud parents and loving grand-parents. Much of their free time is devoted to making wonderful family memories.

Favorite Quote: The purpose of life is a life of purpose - Robert Byrne.

As our original Chief Comfort Officer, Harley provided a calm presence and emotional support to our team with her beautiful husky eyes, calm demeanor (except when the UPS guy stopped in) and eagerness to interact with everyone (when she wasn't napping) especially during tax season.

Prior to joining Roman & Kulpa, LLC, Harley strayed from her prior firm (i.e. owner) due to lack of compensation (i.e. treats) and poor benefits (i.e. no bed to lay on). She was found wandering the streets for a better environment and adopted by her furever parents Joe & Lisa Roman through the Burlington County Animal Shelter in 2019.

Sadly, Harley died suddenly on April 15, 2021 but will forever be remembered as our first CCO.

As our newest Chief Comfort Officer, Luna provides our entire team and all visitors with a pleasant greeting and a reason to smile. As a Husky mix, she is clever, endearing and doesn't bark much so she is the perfect office dog that comes to work as a tail-wagger on most days.

Prior to joining the firm, Luna lost her way and was rescued from her hometown in Puerto Rico as a stray looking for a furever home. In her search for a cooler environment, she worked her way up to Virginia and then to a Pennsylvania SPCA shelter. 

When meeting her new parents Lisa and Joe Roman in July 2021, it was love at first sight. She was impoverished after spending many dog days of summer as a street dog but quickly has become a sweet and loving part of her home and office. She is now saving regularly and on her way to a secure and comfortable retirement at some point in the future.