Sheryl Roth

Sheryl Roth is an Estate & fiduciary accountant in Sterlington’s Private Wealth practice, bringing more than four decades of experience in individual, fiduciary, and estate tax matters. She helps support clients across all levels of tax preparation, ensuring accuracy, compliance, and thoughtful planning for complex estate needs.

Sheryl’s background spans technical tax work, fiduciary accounting, and IRS representation. Before joining Sterlington, Sheryl spent twenty‑nine years with IM Financial Services and later contributed thirteen years to Morgan Lewis’s Private Client Group, where she specialized in tax planning, orphans’ court accounting, and representation before the IRS. She began her career at Montgomery McCracken Walker & Rhoads.

Sheryl is a member of the Pennsylvania Society of Tax & Accounting Professionals and earned her BS in Accounting/Business Administration from Drexel University.