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About Us

About Our Firm

For years, Sean Roach & Associates, P.C. has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Sean Roach & Associates, P.C. is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

 

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Sean Roach & Associates, P.C. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Sean Roach & Associates, P.C. receive competent and timely advice.

Our Team

Sean S. Roach

sean.roach@srcpas.com Bachelor of Business Administration, University of Tennessee
Certified Public Accountant

With nearly two decades of experience in the financial services field, Sean is an expert in medical practice management, health-care consulting and tax planning. After receiving a Bachelor of Science Degree in Business Administration from the University of Tennessee and gaining experience as an Internal Auditor at HCA, Sean’s career quickly took off. He was named partner in major local CPA firms including Carter, Young, Lankford & Roach, where he worked for 14 years, and The Horne CPA Group, where he spent three years. Seeing the need for a CPA firm offering dedicated support to physicians, Sean launched the firm that bears his name in 2003. Known as an authority in the field of medical practice management, Sean’s articles have appeared in a variety of publications including the Tennessean, Nashville Business Journal, Tri-Cities Business Journal and the Nashville Medical News. His workshops, seminars, and presentations have been delivered to a wide range of groups, including the Tennessee Managed Care Workshop, Quillen College of Medicine, Tennessee Health Care Association, American Institute of Certified Public Accountants and the State Volunteer Mutual Insurance Company. Sean’s professional affiliations include membership in the American Institute of Certified Public Accountants, the Tennessee Society of Certified Public Accountants and the Medical Group Management Association. He is a member of the Hendersonville Chamber of Commerce and Past- Treasurer of the Tri-City Boys and Girls Club of America.

Steve J Helmuth

steve.helmuth@srcpas.com Bachelor of Business, Eastern Illinois University (Magna Cum Laude)
Certified Public Accountant

With over 8 years of experience in taxation, Steve serves as SRCPA’s Tax Manager. He specializes in providing tax services to corporations, partnerships, and high net worth individuals. These services include income tax planning, tax return preparation and review, and IRS correspondence and representation. Due to Steve’s expertise in the field, he is also involved in compilation and review engagements provided by the firm. Prior to joining the firm, was a Senior Tax Accountant at a Nashville-based entertainment accounting and tax firm. His responsibilities included federal and multi-state income tax preparation, account reconciliation, and resolution of correspondence from the IRS, state agencies, and foreign countries for several renowned recording artists, entertainers, songwriters, and producers. Prior to his time in Nashville, Steve worked at a public accounting firm in central Illinois for 5.5 years where he prepared and reviewed income tax returns, performed financial statement audits of local governments, and supervised the accounting services for several bookkeeping clients. Steve obtained his Bachelor of Science in Business from Eastern Illinois University, where he graduated Magna Cum Laude and was a member of Beta Alpha Psi. Steve is a CPA licensed in both Tennessee and Illinois and is a member of the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA). Steve lives in Cottontown with his lovely wife, Rhoda, and their four beautiful children.

Taylor Hooks

taylor.hooks@srcpas.com Master of Business Administration, Cumberland University & Bachelor of Accounting, Western Kentucky University
Certified Public Accountant

Hendersonville native and staff accountant, Taylor Hooks, prepares federal, state and local tax returns, develops strategies to minimize clients' tax liability and handles tax correspondence from state and federal tax agencies. Since joining the team in 2013, Taylor has worked with hundreds of businesses in the health care, construction, real estate, and manufacturing industries, as well as high net worth individuals. Taylor holds a Masters of Business Administration from Cumberland University and a Bachelor of Science Accounting degree from Western Kentucky University. In his spare time, Taylor can be found in the swimming pool, where coach Ron Chalasta has crowned him the fastest swimmer on this side of the Mississippi. He also enjoys supporting Western Kentucky athletics and the Tennessee Titans. Taylor resides in Goodlettsville with his wife Brittany and their dog Leroy.

Sherri Kuberski

sherri.kuberski@srcpas.com Bachelor of Professional Studies, Roosevelt University
Organizational Leadership

Chicago native, Sherri Kuberski, serves as Client Coordinator and Administrative Assistant. She inherently understands that the client is the single most valuable asset to an organization and strives to provide the utmost customer service with a smile. Sherri comes from a corporate background with extensive experience supporting accounting firms such as Diversified Financial Management Corp and Price Waterhouse Coopers LLP. Sherri holds a Bachelor's degree in Professional Studies with Honors from Roosevelt University, where she majored in Organizational Communications.