Business Details
47 Years
experience
Your Trusted Partner for Accounting Solutions
Roth & Spellman was founded in 1979 by Carl Roth, a seasoned professional with prior experience in both public and private accounting sectors. Over four decades, we have evolved into a trusted firm known for combining technical expertise with a personalized approach. Our team includes five certified accountants, including partners Sherry Spellman, Linda Dunne, Melissa Gracey, and Heather Massari, each bringing specialized skills and a commitment to client service. We pride ourselves on building long-term relationships through tailored solutions for businesses, individuals, and nonprofits. Our services span tax planning, financial reporting, payroll processing, and litigation support, among others.We approach every client interaction with integrity, ensuring compliance while optimizing financial outcomes. Our dedication to community values extends to how we treat clientsas part of our extended family. With decades of combined experience, we remain focused on delivering clarity in complex financial landscapes. Our firms growth reflects our ability to adapt to industry changes while maintaining core principles of trust and accountability. Today, we continue to serve diverse industries, emphasizing proactive strategies and meticulous attention to detail.
Services
Tax Preparation
Tax Planning
Estate Planning
Fiduciary Accounting
Business Consulting
Matrimonial Tax Assistance
Business Advisory
Bookkeeping Services
Payroll Processing
IRS Representation
Details
- Year established: 1979
Highlights and features
- Founded in 1979, we bring decades of experience in accounting and tax services.
- Our team includes certified professionals with expertise in diverse industries.
- We provide customized solutions tailored to each client's unique financial needs.
- Long-standing client relationships built on trust and personalized service.
- Comprehensive services covering tax, accounting, financial planning, and more.
Services
Tax Services
We assist individuals and businesses with tax return preparation and planning, ensuring compliance with federal and state regulations. Our expertise covers partnerships, corporations, LLCs, estates, trusts, and nonprofits. By staying updated on evolving tax laws, we help clients minimize liabilities while maximizing returns through strategic planning and representation during audits.
Bookkeeping Services
From QuickBooks setup to full-scale transaction monitoring, we offer tailored bookkeeping solutions for small and mid-sized businesses. Our services ensure accurate financial tracking, timely reporting, and streamlined processes. We adapt to each client's needs, providing scalable support to maintain organized and compliant financial records for informed decision-making.
Payroll Processing
We provide secure, online payroll services to reduce administrative burdens for businesses. Our solutions include tax withholding calculations, direct deposit processing, and compliance with labor regulations. By handling payroll efficiently, we help clients maintain employee satisfaction while ensuring accuracy and confidentiality in all payroll-related tasks.
Litigation Support
Our team assists clients and attorneys with financial analysis during legal disputes, offering expert testimony and documentation support. We clarify complex financial issues in cases involving fraud, asset valuation, or contractual disputes. By delivering clear, credible insights, we help legal teams build stronger cases and achieve favorable outcomes for clients.
Financial Planning
We guide clients in planning for retirement, estate management, education funding, and other financial goals. Our approach combines creative strategies with thorough research to develop personalized plans. By acting as financial coaches, we empower clients to make informed decisions that align with their long-term objectives and family needs.
People
Carl Roth
Partner, CPA/PFS, MST
Founder with over 40 years of experience, Carl specializes in solving complex financial issues. His dedication to client trust and peace of mind drives his strategic approach to accounting and tax solutions.
Sherry Spellman
Partner, CPA
A partner since 1993, Sherry values long-term client relationships and detailed financial strategies. Her expertise in tax compliance and personalized service ensures clients feel supported beyond transactional interactions.
Linda Dunne
Partner, CPA, MST
With a background in corporate accounting, Linda focuses on simplifying compliance for small taxpayers. Her client-centered approach prioritizes stress-free financial management and clear communication.
Melissa Gracey
Accountant
A long-time team member, Melissa emphasizes family-like care in client interactions. Her commitment to treating clients as extended family fosters trust and collaborative financial planning.
Heather Massari
Accountant
Heather brings a community-focused mindset to her work, prioritizing client welfare. Her dedication to service excellence ensures clients receive compassionate, attentive financial support.
Questions
What accounting services does Roth & Spellman offer?
We provide tax preparation, financial planning, bookkeeping, payroll processing, litigation support, and IRS representation for businesses, individuals, and nonprofits.
How do you customize services for clients?
We tailor solutions based on each client's unique financial goals, industry needs, and personal circumstances, ensuring personalized strategies and proactive guidance.
What experience does your team have?
Our team includes certified professionals with decades of combined experience in public accounting, corporate finance, and client-focused advisory services.
Do you serve specific industries?
We work with diverse sectors, including small businesses, nonprofits, estates, and individuals, adapting our expertise to each client's unique requirements.
