Business Details
47 Years
experience
Certified Public Accountants in New Milford, NJ
Roth & Spellman is a certified public accounting firm founded in 1979 by Carl Roth, a seasoned professional with prior experience at Price Waterhouse and diverse sectors. Our team includes five dedicated accountants, including partner Sherry Spellman, who joined in 1986 and became a partner in 1993. We specialize in tax return preparation, estate planning, fiduciary accounting, business consulting, and IRS representation, tailoring solutions to meet unique client needs. With decades of combined experience, we serve small and large businesses, individuals, families, and non-profits across various industries. Our approach combines Carl Roth's visionary problem-solving with Sherry Spellman's meticulous attention to detail, fostering long-term client relationships built on trust and personalized service.We prioritize client peace of mind, offering comprehensive financial strategies while maintaining a familial, client-centric culture. Our expertise extends to payroll processing, litigation support, and financial planning, ensuring holistic solutions for complex financial challenges. Community service and ethical standards guide our practice, reflecting our commitment to both professional excellence and social responsibility. We operate from New Milford, New Jersey, providing accessible, reliable accounting services to local and regional clients. Our dedication to continuous improvement and client education ensures clients receive actionable insights aligned with evolving financial landscapes.
Services
Tax Return Preparation
Estate Planning
Business Consulting
Payroll Processing
Litigation Support
Financial Planning
Details
- Year established: 1979
Highlights and features
- We offer 45+ years of combined experience in accounting and tax services.
- Our team provides personalized, family-oriented client relationships.
- We specialize in complex tax and financial planning for diverse industries.
- Our services include IRS representation and litigation support expertise.
- We prioritize community service and ethical financial guidance.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Return Preparation
We prepare accurate tax returns for individuals, businesses, and non-profits, ensuring compliance with federal and state regulations. Our expertise covers partnerships, corporations, LLCs, estates, and trusts. Clients benefit from strategic tax planning to minimize liabilities while maximizing refunds.
Estate Planning
Our estate planning services help clients preserve wealth for future generations through trusts, wills, and gifting strategies. We address probate avoidance and tax implications for complex assets. Clients receive personalized guidance to align financial legacies with personal values.
Business Consulting
We provide strategic advice on business operations, financial management, and growth planning. Services include cash flow analysis, budgeting, and succession planning for family-owned businesses. Our goal is to enhance profitability and long-term sustainability.
Payroll Processing
We manage payroll administration for small to mid-sized companies, ensuring timely tax filings and compliance. Our online system simplifies wage distribution and tax reporting. Clients reduce administrative burdens while avoiding costly errors.
Litigation Support
We assist attorneys with financial analysis in litigation cases, including damage calculations and expert testimony. Our work supports dispute resolution in divorce, contract breaches, and business valuations. Clients gain credible, court-ready financial insights.
People
Carl Roth
Partner, CPA/PFS, MST
Founder with 45+ years of experience, Carl specializes in solving complex tax issues. He prioritizes client trust and peace of mind, combining visionary strategies with practical solutions for long-term financial success.
Sherry Spellman
Partner, CPA
A partner since 1993, Sherry focuses on detailed tax planning and client relationships. Her approach blends technical expertise with personal connections, treating clients as trusted friends while delivering precise financial guidance.
Linda Dunne
Partner, CPA, MST
Linda specializes in small business compliance, simplifying tax obligations for entrepreneurs. Her corporate background informs practical solutions that reduce stress while ensuring adherence to evolving regulatory requirements.
Melissa Gracey
Accountant
Melissa emphasizes family-like client care, fostering loyalty through empathetic service. Her decade-long tenure reflects commitment to Roth & Spellman's values of integrity and personalized attention.
Heather Massari
Accountant
Heather integrates community service principles into client work, prioritizing care and accountability. Her approach ensures clients feel supported in achieving financial clarity and compliance.
Questions
What accounting services does Roth & Spellman offer?
We provide tax preparation, estate planning, business consulting, payroll processing, litigation support, and financial planning tailored to individuals and businesses.
How does Roth & Spellman differ from other accounting firms?
Our personalized, family-oriented approach combines decades of experience with customized solutions, prioritizing client trust and long-term financial success.
Can Roth & Spellman assist with IRS disputes?
Yes, we offer representation before IRS and state tax authorities, resolving examination and collection issues with strategic advocacy.
Do you serve businesses outside New Milford?
While based in New Milford, NJ, we serve clients regionally, supporting diverse industries and organizations through remote and in-person consultations.
