Roz Marketing - November/December 2023


Kudos to Rafael Quezada , Rachel Foley , and Sheraline Thomas on signing their first clients. Congratulations to Greg McCauley and his wife, Samantha , on the birth of their daughter, Charlie Joe.

Happy Birthday to Our Members!

Charlie Joe McCauley with her two big sisters

Congrats also to Toph Sheldon and his wife, Ashley , on the birth of their daughter, Nelle Ashley. One of the best parts of the Founder’s Mastermind is the friendships we build and seeing fellow Roz members at various events. Joaquin Torres and Jesus Abikarram met up at the IRS Nationwide Tax Forum; David Rappaport , Yvette Best , and Peter Marchiano crossed paths at an ASTPS conference; and David Rappaport and Guy Finocchiaro organized a barbecue with their families.

Toph & Ashley Sheldon’s new baby girl

High-five to Daniel Cotts , Daniela Romero , Amit and Ranju Maheshwari , Julian Gonzalez , Laruen Wilson , and Dwayne Harrison for mailing out your referral letters.

Founder’s members David & Guy having a joint family BBQ

Do you have a story or picture to share with us about something you’ve implemented, a client you’ve helped with a tax problem, or anything else you’d like to share? If you do, email it to, and we will give a Shout Out to you!

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