A Message to Our Clients from Greg & Dorothy Roer

We hope this message finds you well and enjoying your December. We have had a busy fall, and have some exciting news to share with you. As of November 1, Roer & Company has merged with Sweeney Conrad, PS in Kirkland. Although our company name will change, we will continue to provide the same personal relationship and close client service that you have grown to expect from us.

You may be asking, "how will this effect me?" The short answer is: only for the better.

Here's what you can expect:

  • We will continue to be your accountants, working with you in the same manner we have in the past.
  • Our billing structure will not change, though you will receive/pay your invoices through Sweeney Conrad.
  • We will continue to offer the same services we always have, and you will have access to additional services such as financial statements and bookkeeping.
  • Our pre-tax season organizers will be unchanged.

We chose Sweeney Conrad because they operate from a foundation of "people first." This means they put their clients, community, and team members ahead of the numbers, providing excellent work and caring for people on a personal level.  We are confident that their values align with ours, and that together we will continue to provide excellent service, share our deep expertise, and create an environments our clients want to be a part of.

We are grateful to you not only for allowing us the opportunity to provide you with tax and accounting services, but for your loyalty and friendship. If you have any questions about this exciting news and what it means for you, please contact us at any time.


Greg and Dorothy Roer