Roth & Spellman, CPA

Building Relationships that Last

Roth & Spellman Certified Public Accountants understands that your financial life is unique. We take the time to get to know you, your goals, and your anxieties to provide personalized solutions that meet your specific needs. We value building strong, lasting relationships with our clients, based on trust, open communication, and a genuine desire to see you succeed.

Expertise at your fingertips

Our team of experienced and certified public accountants offers a comprehensive range of services designed to empower you in all aspects of your financial life. Our services include:

Tax Expertise

• Tax return preparation and filing
• Tax planning and representation
• Assistance with matrimonial matters
• Business tax consulting

Financial Planning

• Estate planning and wealth management
• Fiduciary accounting

Business Support

• Business consulting and advisory services
• General accounting and bookkeeping services
• Payroll processing and financial reporting

Client-Centric Approach

At Roth & Spellman, we prioritize open communication and collaboration with our clients. We are dedicated to:

• Personalized attention: You will always work directly with a dedicated accountant who understands your individual needs.
• Accessibility: We make ourselves readily available to answer your questions and address your concerns.
• Transparency: We provide clear explanations and regular updates throughout the engagement process.

Experienced Professionals

Our team consists of five experienced accountants, led by founding partners Carl Roth and Sherry Spellman. Our diverse backgrounds and collective expertise enable us to tackle complex financial situations, offering innovative and effective solutions.

Get the Support You Deserve

Whether you require assistance with tax compliance, financial planning, or business support, Roth & Spellman is here to help. Contact us today for a free initial consultation and let us help you achieve your financial goals.