Roberta S. Schmalz, CPA

Principal

Roberta joined LMGW from the firm of Canavan & Schmalz in 2003. Roberta graduated from San Jose State University where she majored in business and accounting.  She began her career with Arthur Anderson and went on to an accounting management position in private industry before forming her own firm. She has over 30 years of business and personal tax experience.   

Roberta has authored and presented a variety of classes on topics such as alternative minimum tax, stock options, and the taxation of real estate transactions for numerous professional organizations throughout the country.  She  served for many years on the California CPA Society State Tax Committee.

When not working you can find Roberta performing her duties as the Finance Officer of Folsom Lake Community Concert Association or hiking with her husband Dennis on the trails near her home in El Dorado Hills, CA.

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