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Roman Numerals III
About · Meet Adelis

A family-run firm built on numbers and trust.

Roman Numerals III was created to help individuals, families, entrepreneurs, and small business owners better understand their numbers, organize their records, and make smarter financial decisions.

Led by Adelis, Roman Numerals III provides practical support in bookkeeping, tax preparation, sales tax reporting, notary services, signing agent services, ITIN acceptance support, and Spanish translations.

The Journey

How Roman Numerals III came to be.

Click below to read Adelis' story — the people, the lessons, and the moment that turned a calling into a firm.

Adelis — Founder of Roman Numerals III
Adelis Roman
Founder · Roman Numerals III

“I have always believed that numbers tell a story. My job is to help people understand the one their numbers are telling — and write a better next chapter.”

Adelis Roman is the Founder of Roman Numerals III, a premier financial services firm built on the core pillars of education, deep-rooted trust, and strategic partnership. With a diverse professional background spanning banking at Wells Fargo, corporate accounting, and specialized financial administration, Adelis empowers individuals, families, and business owners to navigate complex financial landscapes with absolute confidence.

The foundation of Roman Numerals III is profoundly connected to her personal history and core values. Born in Puerto Rico, raised in New York, and established in Florida since 2013, Adelis chose a company name that honors her family heritage as the third oldest of seven siblings. This deep commitment to legacy drives her professional mission: to build lasting, multi-generational relationships and deliver impactful, community-focused solutions.

Today, her comprehensive suite of services includes expert tax preparation, full-charge bookkeeping, IRS Acceptance Agent services, Certified Notary Signing Agent services, and professional document translation. Demonstrating an unwavering commitment to industry excellence, Adelis is currently pursuing her Enrolled Agent (EA) credential — the highest federally recognized tax designation awarded by the Internal Revenue Service. She maintains an aggressive schedule of continuing education, ensuring her clients benefit from proactive insights regarding changing tax laws, IRS regulations, and modern accounting practices.

As a passionate advocate for economic empowerment, Adelis dedicates her expertise to bridging financial literacy gaps. She is particularly devoted to helping the growing Latino community master the financial system, resolve complex tax matters, and build sustainable wealth.

“The people I serve are not transactions. They are mothers, fathers, business owners, dreamers, and builders. They deserve someone in their corner who understands both the spreadsheet and the story behind it.”

Roman Numerals III is the result of that calling: a modern, bilingual, AI-assisted firm built to make financial and administrative work feel less heavy and more hopeful. The name itself is a quiet promise — the strength of a long tradition (Roman numerals) paired with the three pillars that guide every engagement: Strategy. Structure. Solutions. All in service of the fourth pillar — your Success.

Based in Jacksonville, Florida, Adelis balances her executive leadership with her roles as a proud mother of two adult children and a grandmother. At Roman Numerals III, her mandate remains absolute: to educate, empower, and serve with uncompromising integrity, delivering true financial peace of mind to every client she serves.

Our Mission

Simplify complicated financial and administrative processes while helping clients feel informed, prepared, and confident.

Our Story

Built on years of practical experience supporting families and small businesses through the moments that matter most.

Why Roman Numerals III

Professional service, bilingual support, modern technology, and AI-powered tools — a better client experience from first contact to final completion.

Bilingual Support

English & Español

From intake to filing, every interaction is available in the language you're most comfortable with. Confidence comes from clarity.

A modern, secure platform

AI-assisted bookkeeping, secure document upload, and a client portal that keeps your records organized and accessible.

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