William Roos

William Roos has been in the tax business for over 37 years. His specialty is training tax preparers to produce quality tax returns. He has written numerous tax papers and produced various worksheets and preparer aids with the idea of making it easier for tax preparers to have accurate tax information available to them.

Bill writes self-study courses for Western CPE and is a tax webinar moderator for Western CPE. Bill also works with Vern Hoven and Sharon Kreider in producing the Federal Tax Update manual each year. As a result of his help during webcasts, he has established an extensive network of CPAs and EAs who use him as a resource person during the extended tax season.

Bill specializes in clergy taxation and is the church and clergy tax law consultant for the Montana Synod, Evangelical Lutheran Church in America. He’s also a financial steward coach for Luther Seminary in St. Paul, where he works with graduating seminarians by helping them negotiate their compensation packages and understand the unique clergy tax laws. He received his BA in business from the University of Minnesota, Mankato.

William Roos Headshot