Business Details
Trusted Accounting and Tax Services in Englewood, OH
At Roth and Company and Company, we are dedicated to delivering high-quality, professional public accounting services to businesses and individuals. Our approach prioritizes proactive, timely, and cost-effective solutions while building lasting client relationships through the development of professional and personal skills. We foster enthusiasm for client success and community financial growth by maintaining balance in all aspects of our work.Our comprehensive website offers over 200 pages of resources, including calculators, tax forms, and financial planning tools, designed to support clients in navigating complex financial landscapes. With decades of combined experience, our team of certified professionals brings expertise in tax compliance, business advisory, and strategic financial planning to every engagement.
Services
Tax Preparation
Tax Planning
Estate Tax Planning
Business Accounting
Retirement Planning
Payroll Processing
Computer Consulting
Highlights and features
- We offer decades of combined experience in public accounting and tax advisory services
- Our comprehensive service suite covers tax planning, business accounting, and retirement strategies
- Client-focused approach emphasizing proactive financial guidance and relationship-building
- 200+ page resource hub with tax forms, calculators, and financial planning tools
- Team includes certified professionals with CPA and EA designations
Services
Tax Preparation
We provide comprehensive income tax preparation services for individuals and businesses. Our team ensures accurate compliance with federal and state tax regulations while identifying potential deductions and credits. Clients benefit from our expertise in navigating complex tax codes and timely submission of returns.
Tax Planning
Our proactive tax planning services help clients minimize liabilities through strategic financial decisions. We analyze current financial situations and project future scenarios to develop customized tax-efficient strategies for both personal and business needs throughout the year.
Estate Tax Planning
We specialize in estate and gift tax planning to protect family wealth across generations. Our services include preparing estate tax returns and developing succession strategies that address inheritance goals while complying with complex estate tax regulations and minimizing tax burdens.
Business Accounting
Our business accounting services cover bookkeeping, financial statement preparation, and audit support. We help companies maintain accurate financial records, generate GAAP-compliant statements, and provide insights for better business decision-making through comprehensive financial reporting.
Retirement Planning
We assist clients in developing personalized retirement strategies aligned with their financial goals. Our planning considers various investment options, tax implications, and income needs to create sustainable retirement income streams while ensuring compliance with retirement account regulations.
People
James J. Mackay
CPA
James J. Mackay brings extensive accounting expertise to Roth and Company and Company. With decades of experience in public accounting, he specializes in tax compliance and financial reporting. His client-focused approach emphasizes clear communication and practical financial solutions for individuals and businesses.
Scott T. Fitzgerald
CPA
Scott T. Fitzgerald offers specialized knowledge in business advisory services. As a certified public accountant, he helps clients navigate complex financial decisions. His practice focuses on delivering strategic accounting solutions that align with clients' long-term business objectives and growth strategies.
Elizabeth McNinch
Enrolled Agent
Elizabeth McNinch provides expert tax advisory services as an Enrolled Agent. Her practice emphasizes tax planning and compliance solutions for individuals and small businesses. She combines technical proficiency with personalized service to help clients achieve their financial goals through effective tax strategies.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and business tax services tailored to small business needs.
Do you specialize in individual tax planning?
Yes, we offer comprehensive tax planning services including income tax strategies, retirement planning, and estate tax considerations for individuals.
How can I access tax forms and financial tools?
Our website provides over 200 pages of resources including downloadable tax forms, calculators, and financial planning tools available 24/7.
What makes your firm different from other accounting practices?
We combine technical expertise with personalized service, focusing on proactive financial guidance and long-term client relationships through certified professionals and comprehensive resources.
How do I schedule a consultation with your team?
Contact us at 937-836-9984 to discuss your needs and arrange an appointment with one of our accounting professionals.
Are your accountants certified professionals?
Yes, our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs) with specialized tax expertise recognized by the IRS.
