About Us
Expertise You Can Trust
Meet the founder
William Roehm, CPA
William Roehm, CPA, is a dedicated accounting professional and Lancaster County native who brings both big-firm expertise and local commitment to his accounting practice. A proud graduate of Lancaster Catholic High School, Will then went on to earn a Bachelor of Science degree in Accounting and Finance from West Chester University.
He began his career at Ernst & Young (EY) in Philadelphia, specializing in tax services for clients within the investment management industry. While at EY, he earned his CPA license and built a strong foundation in tax compliance.
Driven by a desire to give back to his community, Will returned to Lancaster County and joined Acuity Advisors and CPAs. There, he developed close relationships with small business owners, providing personalized accounting and advisory services that made a tangible impact.
Over the years, Will has gained deep experience across a range of industries including retail, real estate, construction, and other service-based businesses. His areas of expertise include tax planning and strategy, outsourced accounting services, and financial statement preparation—particularly for S corporations, partnerships, and individual clients.
Today, Will serves a diverse group of clients including medical professionals, contractors, real estate investors, manufacturers, professional service providers, childcare businesses, and hospitality. His mission is to help business owners better understand their financial position and make confident, strategic decisions.
Will lives in Lancaster County with his wife and daughter. Outside of work, he enjoys spending time with his family and outdoor activities. He remains active in the East Petersburg community and supports local initiatives such as Off the Streets.
Our Core Values
At Roehm Financial Services, Will’s work is guided by values that shape how he serves clients each day. These principles define who he is and how he can help your business succeed.
Integrity
At RFS we uphold the highest standards of honesty and professionalism in everything we do.
Personalized Service
We build genuine relationships with each client, shaping guidance to your unique goals and needs.
Excellence
RFS is committed to providing accurate, up-to-date, and strategic financial solutions to help your business thrive.
Numbers You Can Trust, Service You Can Rely On
At Roehm Financial Services, we believe in building strong, direct relationships with each client, offering personalized conversations custom to your unique needs. RFS prioritizes open communication and is a one-stop approach for all your accounting needs—from tax returns, strategic tax planning, financial statements, transactional support, and beyond. With up-to-date knowledge of current tax laws and the expertise of a Certified Public Accountant (CPA), Will is here to provide guidance you can trust.
40+
Annual accounting education hours
100%
Focused on Client Success
24
Hour Response Time Goal

AICPA member

PICPA member

Quickbooks Pro Advisor