Business Details
Your Trusted Accounting Partner in Montvale, NJ
At YH ROTH CPA PC, we deliver accounting and advisory services designed to streamline financial processes and ensure compliance, empowering businesses and individuals to focus on growth. Our team of nearly 20 professionals, including 7 CPAs and multiple CPA candidates, brings extensive experience from nationally recognized firms. We specialize in tax compliance, financial statement preparation, and industry-specific solutions for real estate, e-commerce, healthcare, and manufacturing sectors. Our expertise extends to multi-state tax filings, HUD audits, and leveraging technology to enhance accounting efficiency. With a client base ranging from billion-dollar real estate firms to emerging e-commerce ventures, we prioritize personalized service and technical excellence.Our commitment to continuous education ensures we remain at the forefront of evolving tax regulations and accounting standards. By integrating financial planning, audit support, and operational advisory, we provide holistic solutions tailored to each client's unique needs. Our track record of delivering over 150 HUD audited financial statements underscores our reliability and precision. We believe in building long-term partnerships through transparency, expertise, and a deep understanding of our clients' industries. This approach has established us as a trusted partner for businesses seeking to simplify complex financial landscapes.
Services
Financial Statements
Income Tax Returns
Sales Tax Filings
CFO Advisory Services
Wealth Management
HUD Compliance Audits
Real Estate Accounting
E-commerce Advisory
Healthcare Tax Services
Manufacturing Accounting
Highlights and features
- We offer 7 CPAs with experience from nationally recognized firms
- Our team delivers over 150 HUD audited financial statements annually
- We provide tailored solutions for real estate companies managing $1B+ in assets
- Our expertise spans multi-state tax filings across 25+ states
- We integrate accounting software proficiency with industry-specific knowledge
What people say
Exceptional HUD audit expertise
Reliable multi-state tax compliance
Personalized financial strategies
Deep real estate industry knowledge
Proactive tax planning
Services
Financial Statements
We prepare audited, reviewed, and compiled financial statements following GAAP and GAAS standards. Our expertise covers unique requirements for nonprofits, government entities, and complex multi-state operations. With over 150 HUD audited statements completed annually, we ensure accuracy and compliance for real estate firms and other specialized industries.
Income Tax Returns
Our team handles corporate, partnership, and individual tax returns while staying current with evolving regulations. We serve diverse clients across real estate, e-commerce, and healthcare sectors. By combining technical knowledge with industry experience, we maximize tax opportunities and ensure accurate filings for complex multi-entity structures.
CFO Services
We provide outsourced CFO support for businesses lacking in-house accounting resources. Our services include software implementation guidance for platforms like QuickBooks and Yardi. We assist with transaction recording, system setup, and financial strategy tailored to each client's operational needs and growth objectives.
Wealth Management
Our CFP professionals offer comprehensive wealth management covering retirement planning, investment advisory, and insurance solutions. We integrate tax planning with life insurance and disability coverage to create holistic financial strategies. This approach helps clients achieve long-term financial security while addressing immediate tax considerations.
HUD Compliance
We specialize in HUD multifamily and lender audit requirements, ensuring timely submission of audited financial statements. Our team handles compliance for entities with government grants or loans, including HAP contracts. With deep expertise in HUD-specific reporting standards, we simplify the audit process for real estate firms and lenders.
People
Yechiel Roth
Partner
CPA, CFP, and PFS professional with expertise in real estate management, complex multi-entity businesses, and financial planning. Leads tax and investment strategies for high-net-worth clients while overseeing firm operations.
Bracha Andelman
Partner
CPA specializing in large real estate audits, forensic accounting, and multi-state tax compliance. Manages HUD multifamily audits and estate accounting, bringing technical precision to complex financial engagements for major real estate firms.
Eli Goldwasser
Senior Accountant
CPA with extensive experience in tax compliance and financial reporting. Focuses on individual and corporate tax preparation while supporting audit engagements for real estate and e-commerce clients.
Rivky Grinberger
Senior Accountant
CPA handling payroll tax filings, sales tax compliance, and financial statement preparation. Specializes in multi-state tax requirements and supports accounting operations for manufacturing and retail clients.
Esther Simon
Senior Accountant
CPA focused on wealth management support, retirement planning, and investment advisory services. Assists with tax-efficient strategies while maintaining compliance with financial planning regulations.
Questions
What accounting services do you offer for real estate companies?
We provide audited financial statements, multi-state tax compliance, and 1031 exchange accounting for real estate firms managing over $1B in assets.
Do you handle tax filings in multiple states?
Yes, we manage corporate, sales, and payroll tax filings across 25+ states with expertise in varying jurisdictional requirements.
Can you assist with HUD audit requirements?
We complete over 150 HUD audited financial statements annually, specializing in multifamily and lender compliance reporting.
What technology platforms do you support?
We work with QuickBooks, Yardi, AppFolio, Rent Manager, and other accounting software for system implementation and optimization.
Do you offer financial planning services?
Yes, our CFP professionals provide retirement planning, investment advisory, and tax-integrated wealth management solutions.
