Providing Tax Consulting, Return Preparation and Personal Financial Planning Services

Contact Us

Main Office

  • 212 W. Route 38
  • Suite 600
  • Moorestown, NJ 08057
  • Main Number: 856-234-2525
  • Fax: 856-234-3577
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J. Joseph Roman, CPA/PFS, MST

Managing Principal
  • Phone: (856) 234-2525 ext. 333
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Joe is the founder and Managing Principal of Roman & Company, LLC and has over thirty 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 (an SEC 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.

Currently, Joe is a member of the Board of Trustees and Treasurer for The Baptist Home of South Jersey, Inc. d/b/a Riverview Estates.

Matthew J. Kulpa, CPA, MBA

Tax Manager
  • Phone: (856) 234-2525 ext. 320
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Matt is a Manager for 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. 

Rebecca E. Iacopelli

Relationship Manager
  • Phone: 856-234-2525 ext. 303
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Becki holds a Bachelor of Science Degree (BS) in Finance from Rutgers University.

Nicholas Tarquini

Advisory Services Associate
  • Phone: 856-234-2525 ext. 308
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Nick holds a Bachelor of Science Degree (BS) in Finance from Monmouth University.

Lisa A. Roman

Office Manager
  • Phone: (856) 234-2525 ext. 312
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Sandy Depew

Administrative Assistant
  • Phone: (856) 234-2525 ext. 300
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