Business Details
47 Years
experience
Your Trusted Partner for Accounting Solutions
Roth & Spellman is a certified public accounting firm founded in 1979 by Carl Roth, who brings extensive experience from both public and private sectors, including a tenure at Price Waterhouse. Sherry Spellman joined in 1986 and became a partner in 1993, complementing Carl's visionary approach with her meticulous attention to detail. Over 29 years, the firm has expanded to include three additional skilled accountants: Linda Dunne, Melissa Gracey, and Heather Massari. Our team combines technical expertise with a personalized, familial approach, serving small and large businesses, individuals, families, and nonprofit organizations. We specialize in tax planning, estate planning, fiduciary accounting, business advisory services, and representation before the IRS.Our commitment to tailored solutions ensures clients receive strategies that align with their unique financial goals. Long-standing client relationships reflect our dedication to trust, transparency, and exceptional service. We prioritize understanding each client's specific needs to deliver actionable insights and effective financial management. Our firm's reputation for reliability and expertise has been built through decades of consistent, high-quality service. Whether addressing complex tax issues or providing ongoing bookkeeping support, we approach every challenge with professionalism and care.
Services
Tax Return Preparation
Estate Planning
Bookkeeping Services
Payroll Processing
Financial Planning
IRS Representation
Business Advisory
Litigation Support
Details
- Year established: 1979
Highlights and features
- We offer over 40 years of combined experience in accounting and tax services.
- Customized strategies tailored to your unique business, estate, or personal needs.
- Team of certified professionals with expertise in diverse industries.
- Proven track record serving small businesses, corporations, and nonprofits.
- Personalized approach prioritizing client trust and long-term relationships.
Services
Tax Return Preparation
We prepare accurate and timely tax returns for individuals, partnerships, corporations, LLCs, estates, trusts, and nonprofits. Our team ensures compliance with evolving tax regulations while identifying opportunities for savings. Clients benefit from our expertise in minimizing liabilities and maximizing refunds through strategic planning.
Estate Planning
Our estate planning services help clients secure their financial legacy through trusts, wills, and tax-efficient strategies. We address retirement, children's education, and asset distribution with creative solutions. Clients receive personalized guidance to protect their assets and achieve long-term goals.
Bookkeeping Services
From QuickBooks setup to full-scale transaction monitoring, we manage bookkeeping needs for businesses of all sizes. Our services ensure accurate financial reporting and regulatory compliance. Clients gain clarity on cash flow and financial health through organized, up-to-date records.
Payroll Processing
We provide secure, confidential payroll services for small and mid-sized companies. Our solutions streamline wage calculations, tax withholdings, and compliance reporting. Clients reduce administrative burdens while ensuring timely and accurate employee payments.
IRS Representation
We represent clients during IRS audits and state tax examinations, advocating for fair resolutions. Our team handles communication, documentation, and negotiation with tax authorities. Clients receive expert support to address compliance issues and mitigate financial risks.
People
Carl Roth
Partner, CPA/PFS, MST
Founder with over 40 years of experience, specializing in complex financial solutions. Former Price Waterhouse professional dedicated to client trust and strategic problem-solving.
Sherry Spellman
Partner, CPA
Partner since 1993, known for meticulous attention to detail and long-term client relationships. Focuses on personalized tax and financial planning strategies.
Linda Dunne
Partner, CPA, MST
Former corporate accountant transitioning to small business compliance. Expertise in simplifying tax obligations for individual and small business clients.
Melissa Gracey
Accountant
Longtime team member emphasizing familial client relationships. Specializes in creating stress-free accounting experiences through compassionate service.
Heather Massari
Accountant
Community-focused professional applying care and commitment to client financial needs. Brings a service-oriented approach to accounting solutions.
Questions
What accounting services does Roth & Spellman offer?
We provide tax preparation, estate planning, bookkeeping, payroll processing, IRS representation, business advisory services, and litigation support tailored to your needs.
How do you customize services for clients?
We assess your unique financial situation and goals to create personalized strategies, whether for individual tax planning or corporate financial management.
Are you experienced with nonprofit organizations?
Yes, we have extensive experience handling accounting and compliance needs for nonprofit entities, including tax filings and financial reporting.
Can you assist with the Corporate Transparency Act requirements?
We help businesses comply with Beneficial Ownership Information reporting, including preparation and submission to FinCEN by required deadlines.
How do I schedule a consultation?
Contact us at 201-261-4700 to arrange a free initial consultation with one of our accounting professionals.
