Business Details
10 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Roth & Company CPAs & Company CPAs provides quality, professional public accounting services to businesses and individuals in a proactive, timely, and economical manner. Our firm prioritizes building relationships by leveraging our professional expertise to inspire enthusiasm for client success while promoting balance in all aspects of life. With over 35 years of combined experience, we specialize in tax strategy, financial planning, and business consulting across diverse industries including retail, manufacturing, healthcare, and professional services. Our team of certified professionals delivers personalized solutions for income tax preparation, estate tax planning, business accounting, payroll processing, and retirement planning.We emphasize transparency, timely service, and client education through our comprehensive online resources containing calculators, tax forms, and industry-specific guidance. Our proactive approach addresses client concerns before they escalate, ensuring informed decision-making through clear communication of financial statements, tax alternatives, and business strategies. We maintain strict professional standards while acknowledging client responsibility for internal controls and personnel management. Our commitment to community involvement and continuing education ensures we remain at the forefront of industry changes to better serve our clients.
Services
Income tax preparation
Tax planning
Estate tax planning
Business succession planning
Accounting/bookkeeping
Computer consulting
Retirement planning
Payroll processing
Details
- Year established: 2016
Highlights and features
- We offer 35+ years of combined CPA experience in diverse industries.
- Our proactive approach addresses financial concerns before they become burdens.
- We provide personalized tax strategies tailored to individual business needs.
- Our team maintains active CPA certifications and continuing education.
- We combine technical expertise with community-focused client relationships.
Services
Income tax preparation
Our certified professionals prepare accurate income tax returns for individuals and businesses while identifying opportunities to minimize tax obligations. We ensure compliance with current regulations and provide strategic guidance to optimize financial outcomes. Our service includes thorough review of submitted documentation and timely delivery of completed returns.
Business accounting
We offer comprehensive accounting solutions including financial statement preparation, audits, and day-to-day bookkeeping support. Our services help businesses maintain accurate records, track cash flow, and make informed financial decisions. We provide both traditional accounting services and modern computer consulting for financial systems implementation.
Estate tax planning
Our specialized estate tax planning covers preparation of estate and gift tax returns with strategic succession planning for families and businesses. We help clients navigate complex tax implications while developing customized plans for wealth transfer. Our approach balances tax efficiency with long-term family and business sustainability.
Retirement planning
We provide personalized retirement planning services that integrate tax considerations with overall financial strategy. Our advisors help clients establish realistic goals, select appropriate investment vehicles, and implement tax-efficient withdrawal strategies. We focus on creating sustainable income streams for long-term financial security.
Payroll processing
Our payroll services ensure accurate and timely employee compensation with full compliance to tax regulations. We handle tax withholdings, wage reporting, and regulatory filings while providing customized reporting tools. Our solutions reduce administrative burdens while maintaining compliance with federal, state, and local requirements.
People
James J. Mackay
Owner
James J. Mackay, CPA, has over 35 years of public accounting experience. He specializes in tax strategy, financial planning, and business consulting across multiple industries. He holds a bachelor's degree in accounting from the University of Dayton and actively participates in AICPA and OSCPA professional organizations.
Scott T. Fitzgerald
CPA
Scott T. Fitzgerald, CPA, provides expert accounting and tax services to diverse business clients. With extensive experience in financial statement preparation and tax planning, he focuses on delivering practical solutions for business owners. He maintains active CPA certification and continuing education requirements.
Elizabeth McNinch
Enrolled Agent
Elizabeth McNinch, EA, specializes in tax preparation and planning services for individuals and businesses. As an Enrolled Agent, she represents taxpayers before the IRS and provides expert guidance on tax compliance matters. She stays current with tax code changes to ensure accurate client advice.
Questions
What accounting services do you offer?
We provide full-service accounting including financial statement preparation, audits, bookkeeping, and computer consulting for businesses of all sizes.
Do you handle business tax planning?
Yes, we offer comprehensive tax planning services for businesses, including entity selection, quarterly tax projections, and year-end tax strategies.
Can you help with estate tax preparation?
Our firm specializes in estate and gift tax return preparation along with strategic succession planning for families and businesses.
What makes your firm different from other CPAs?
We combine 35+ years of experience with proactive service delivery and personalized solutions tailored to each client's unique needs.
How do you handle client communication?
We maintain open communication through regular updates, timely responses to inquiries, and clear explanations of financial documents and tax implications.
Do you offer payroll services?
Yes, we provide complete payroll processing services including tax withholding calculations, regulatory filings, and employee payment processing.
