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About Us

About Our Firm

For forty years, La Rosa & Co., LLC has been providing quality, personalized financial and tax guidance to individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, business valuations and estate and financial planning.

By combining our expertise, experience and the teamwork of our staff, we assure that all clients receive 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. We are dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Central Indiana's business community for years, and we 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 Indianapolis. 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 La Rosa & Co., LLC receive competent and timely advice.

Our Team

Joseph S. La Rosa, CPA, ABV, PFS, CFP
Member Emeritus

Joe started La Rosa & Co., LLC in 1976 after serving as an officer and director for over fifteen years at a publicly traded company. He is a graduate of Butler University and has diverse experience in providing businesses with integrated accounting and management advisory services in the areas of taxation, business planning, financing, operations, financial planning and business valuations. He has been an advisor throughout all phases of business acquisitions including advising clients on the appropriateness of a particular acquisition, preparation of financial forecasts and projections, participation in business negotiations and other financial services related to the implementation of business acquisitions.

Joe is accredited as a business valuator and as a certified financial planner with the American Institute of Certified Public Accountants and the Institute of Certified Financial Planners. Joe was married for over 50 years and is the father of five and grandfather of twelve. He enjoys traveling and spending time with his family and grandchildren.

Mary H. Riggle, CPA, CGMA
Member

Mary is a 1980 summa cum laude graduate of Marian College (now Marian University) with a B.S. degree in accounting. Prior to joining La Rosa & Co, LLC in 1984, she worked for a large public accounting firm in the auditing and tax areas. She has a wide variety of experience working with businesses and individuals in all aspects of accounting, tax and planning needs. Mary is currently on the Board of Safe Sitter, Inc. and serves as its Treasurer. She has served on the Marian University Board of Trustees, as past president of the National Alumni Association and is currently on the Board of the M Club. In 2012 she received the Marian University Donald A Fleming Award for Distinguished Professional Achievement. Mary has also been active in various committees for the Indiana CPA Society and is a past president of the Indianapolis Chapter of the American Society of Women Accountants.

In her spare time she volunteers for several non-profit entities, teaches fitness classes, plays golf, travels and enjoys her cat Lulu.

Michael P. Merkel, CPA, CGMA
Member

Mike graduated with highest distinction from Indiana University in 1980 with a B.S. degree in accounting. He joined LaRosa & Co., LLC in 2000 after working with other local, regional and international public accounting firms. He has extensive experience serving the tax and accounting needs of businesses and their owners. He has also developed significant experience in serving nonprofit organizations, for which he was recognized by his peers as an "Indiana Super CPA" in the November 2008 Indiana Business Magazine. He serves on the Great Lakes Region of the TE/GE Council. He also has served on various committees of the Indiana CPA Society and is currently a member of the Key Legislative Contact and Government Relations Advisory Council. He is also a member of the American Institute of Certified Public Accountants Tax Section. He is licensed as a CPA in both Indiana and Florida. In May 2015, Mike was recognized by the Indiana CPA Society as the Outstanding CPA in Public Practice.

Mike is very active in civic and charitable activities and has served as a board member and Treasurer of Joy's House (an adult day services organization) and currently serves as a board advisor for the finance committee of the Indiana Latino Institute. He previously served on a variety of other boards of nonprofits and churches. He has also been a frequent speaker to various professional, business and civic groups on a variety of tax matters.

Mike enjoys travel, walking and hiking, and spending time with his wife and family.

Neal R. Stegemiller, CPA, CGMA
Member

After graduating in 1986 from Marian University summa cum laude, Neal joined the local CPA firm Arthur F. Field & Co. He spent 25 years with that firm before becoming a Member of the La Rosa & Co., LLC team. In addition to serving as the firm's audit and review specialist, Neal specializes in accounting, tax and consulting services for life and property and casualty insurance companies as well as employee benefit plans, construction contractors, retailers, wholesalers and other industries. He has been involved in litigation support engagements, in particular, divorce cases, business valuations and specialty examinations. He has served on the boards of various church and school organizations.

His spare time is dedicated to family activities with his wife and four children.

Brian E. Sherer, CPA
Senior Accountant

Brian has been in public accounting since 2011 and provides tax, consulting, accounting and assurance services to a wide variety of businesses and industries. Brian earned a Bachelor of Science in Business Degree from Indiana University’s Kelley School of Business with a double major in accounting and finance, and a minor economics.

Brian is a member of the American Institute of Certified Public Accountants and its Tax Section. He is also a member of the Indiana CPA Society where he serves as a Legislative Key Person for the Society with the Indiana General Assembly. Brian also serves on the Indiana CPA Society’s Emerging Leaders Alliance where he is charged with advising and consulting the Board of Directors on the Organization’s key initiatives. Brian also enjoys participating in civic and charitable activities. He currently serves on the board of directors and finance committee for Reach For Youth, Inc.

When Brian is not working or volunteering he finds enjoyment in playing soccer, exercising, and spending time with his family.

Nanette V. Schulze, CPA
Staff Accountant

Nanette, a lifelong resident of Indianapolis, achieved a M.S. degree in accounting in 2010 from the IU Kelley School of Business Indianapolis, where she was honored with the MSA Leadership Award for her work with the Graduate Accounting Student Board. Joining LaRosa & Co., LLC in November, 2014, she provides a wide range of experience in tax and accounting services to our clients. She is a former Becker Professional Review instructor.

Past service positions include the Indianapolis Chamber of Commerce’s ChamberAction Committee (currently known as Indy Chamber Ambassadors) and Indiana treasurer for a national non-profit organization.

Weather permitting, when she is not working you will most likely find her at Eagle Creek Reservoir at the helm of her sailboat Dutch Mob.

Bryce Adair, CPA
Staff Accountant

Bryce has a B.S. degree in accounting and finance and a M.S. in accounting from Indiana University Kelly School of Business. He joined the firm as an intern in 2014 and started full time in 2015. He had previous internships as a bookkeeper and a tax preparer. He assists with audits, reviews, compilations and tax preparation.

He comes from a big family and his spare time is spent with them and his friends.

Fred Merkel
Staff Accountant

Fred is an Indiana University graduate with majors in medical technology, chemistry and accounting. He works part-time for La Rosa & Co., LLC assisting with tax return preparation during the busy time of year.

Katie Nilles
Staff Accountant

Katie has a B.S. degree in accounting and finance from Indiana University Kelly School of Business. She has worked as a senior accountant and bookkeeper with several non-profit and corporate entities. Her expertise in QuickBooks and bookkeeping are a great asset to our firm.

Katie volunteers her time with the Boy Scouts of America, IRS VITA Program and the Fishers Young Professionals Group.

Support Staff

Every successful organization exists because of dedicated teamwork between its owners and support staff. Our support staff is integral to our ability to be of service to all of our clients.

Peggy Parker
Office Administrator

Peggy joined our team in May 2012 as our office administrator. She has experience working with several companies as office manager and bookkeeper. We are very pleased to have Peggy with us.

Jo Lorenz
Receptionist

Jo joined us in 2011 and has considerable office management skills gained while employed with Eli Lilly Credit Union as Title Administrator in the Lending Department.

Jill Pierle
Assistant Office Administrator/Bookkeeper

Jill graduated from Western Kentucky University with a B.S. degree in Social Work. After graduation she worked at a long term care facility in Franklin, Indiana as the Social Service Director. Later, she joined her family's business as the business office manager and bookkeeper where she worked for several years. Jill was added to our staff in the fall of 2016.

In her time away from the office she enjoys spending time with her husband and two daughters.