Employee Benefits

  • Form 5500
    • We prepare Form 5500 in accordance with regulations promulgated by the IRS and DOL.
  • Financial Statements
    • We prepare financial statements for employee benefit plans in accordance with generally accepted accounting principles for the needs of the plan trustee and compliance with IRS and DOL regulations.
  • Audit
    • We provide the attestation service of audit of financial statements for employee benefit plans to use in making crucial financial and management decisions, as well as compliance with IRS and DOL regulations.
Lee Jennings, CPA, CGMA, CFCA, Managing Partner, Email: lee@romecpa.com, Click here to read bio

R. Lee Jennings is managing partner in the firm of RL Jennings & Associates an accounting firm with offices located in Rome and Ellijay Georgia which serve all of Georgia, the Southeast and various parts of Europe and Southeast Asia with a full range of audit, tax and consulting services.

Lee has served and currently serves on several committees of the Georgia Society of CPA’s on both the chapter and state level. He is a past President of the Educational Foundation of the Georgia Society of CPA’s, vice chair the Assurance Section and a former member of the Ethics Committee. He is the Past President and Chapter Representative for the Rome Chapter of the Georgia Society of CPA’s during which time they were named Small Chapter of the Year by the GSCPA.

Lee serves as treasurer to the George Faile Foundation, Inc. and to the Latin American Center of Northwest
GA, Inc. He is a member of the Rome Rotary Club, Lexington Who’s Who Among Executives and Professionals and National Registry of Who’s Who. RL Jennings & Associates, PC was named Rome Floyd County Small Business of the Year for 2009. Lee was inducted into the Berry College Alumni Association Hall of Fame for Entrepreneurial Spirit in 2011.

He has spoken frequently on radio and in person on technology and technology related issues involving individuals and small business.

He graduated in 1985 from Berry College with a B.S. in Business and Accounting. Upon graduation he attended the US Army Signal School for both the Officers Basic and Advance Course in Signal Communications, spending 20 years in the Army Reserve in communications engineering. He is licensed to practice Public Accountancy in Georgia, Alabama, Tennessee and North Carolina and is a fellow member of the Georgia Society and Alabama Society of CPAs, as well as the American Institute of CPAs. He has the designation of Certified Forensic Claims Accountant and Certified Global Management Accountatnt.

In his spare time he rides his Harley Davidson motorcycle and goes camping.

Marvin Chance, CPA , Audit Manager , Email: marvin@ellijaycpa.com Click here to read bio

Marvin Chance, CPA is the Office Manager and the Senior Manager for the Ellijay branch of RL Jennings & Associates. Marvin is a lifelong resident of Gilmer County and a graduate of North Georgia College. He is a Certified Public Accountant who has spent 24 successful years in the banking industry. Marvin enjoys traveling with his wife Judy, and visiting his daughter Kaitlin who is a Registered Nurse at Children’s Health Care of Atlanta. In his free time, he enjoys researching his family’s genealogy.

Tom Evans, CPA , Audit Manager, Email: tom@ellijaycpa.com Click here to read bio

Tom Evans, CPA is a Senior Audit Manager for the Ellijay branch of RL Jennings & Associates. Tom is a resident of Gilmer County and a graduate of Florida State University. He is a Certified Public Accountant who has spent 30 successful years in the accounting industry. In his free time, he enjoys traveling with his wife.

Cindy Deaton, Audit Manager, Email: cindy@romecpa.com Click here to read bio

Cindy Deaton is a Senior Audit Manager for the Rome branch of RL Jennings & Associates. Sarah is a lifelong resident of Forney, Alabama and a graduate of Jacksonville University. She has spent 17 successful years in the accounting industry. In her free time, she enjoys working with children at her Church with her husband Tim.

Heather Shiflett, Senior Accountant, Email: heather@romecpa.com Click here to read bio

Heather Shiflett is a Senior Accountant for the Rome branch of RL Jennings & Associates. Heather is a lifelong resident of Gordon County, Georgia and a graduate of Dalton State College. She has spent 4 successful years in the accounting industry. In her free time, she enjoys working on crafts and with her husband Nick.