Building relationships that last
At Roth & Spellman Certified Public Accountants, we pride ourselves on being a team of dedicated accountants who offer a unique blend of knowledge, expertise, and personalized attention. Our firm was founded in 1979 by Carl Roth, and in 1986, Sherry Spellman joined the firm and became a partner in 1993. Today, our team consists of five exceptional accountants who have extensive experience serving a diverse range of clients, including individuals, small and large businesses, and non-profit organizations.
Meet the Team
Our team is comprised of highly skilled and experienced accountants who are dedicated to providing exceptional service to our clients. Our team members are:
- Carl Roth, Partner, CPA/PFS, MST, who is committed to finding workable solutions to complex financial issues
- Sherry Spellman, Partner, CPA, who values building long-lasting relationships with her clients
- Linda Dunne, Partner, CPA, MST, who enjoys helping small taxpayers meet their compliance responsibilities
- Melissa Gracey, Accountant, who is passionate about providing exceptional service to her clients
- Heather Massari, Accountant, who is committed to community service and brings that same care and commitment to her work
Our Services
At Roth & Spellman, we offer a wide range of services designed to meet the unique financial needs of our clients. Our services include:
- Assurance Services: We provide financial information that helps you make informed decisions
- Tax Services: We assist individuals and businesses with filing personal and business tax returns
- Bookkeeping: We offer a range of bookkeeping services, from simple QuickBooks set-up to full-scale transactional monitoring
- Litigation Support Services: We help clients and their lawyers navigate financial issues of a litigious nature
- Estate Planning: We help individuals and families create a plan that ensures their legacy is protected and preserved for future generations
- Fiduciary Accounting: We provide accounting services for trusts, estates, and non-profit organizations
- General Accounting and Bookkeeping Services: We offer a range of services to help individuals and businesses manage their finances effectively
- Payroll Processing: We help businesses manage their payroll and ensure compliance with tax laws and regulations
- Representation before IRS and State Examination and Collection Divisions: We represent clients in dealings with tax authorities and help them resolve issues efficiently
News and Updates
At Roth & Spellman, we believe that staying informed is key to making informed financial decisions. That's why we provide regular updates on tax legislation, financial tips, and business advice to our clients. We also offer a range of resources, including our Estate Planning Guide, to help individuals and families plan for the future.
Overall Experience
The reviewers had vastly different experiences with the firm. One reviewer found the firm to be extremely helpful, insightful, and patient, while another reviewer felt that the firm was unresponsive and wasted their time.
Quality of Service
The positive reviewer praised the firm's ability to address their unique tax situations, including estate matters and pensions. They found the firm to be exceptionally helpful and patient, which led to a 5-star rating. On the other hand, the negative reviewer was unhappy with the lack of response from the team, despite leaving detailed information.
Communication
Communication was a major issue for the negative reviewer, who never received a callback from the team member they had spoken with. This lack of communication led to a waste of time and resources for the reviewer. In contrast, the positive reviewer did not mention any communication issues.
Recommendation
The positive reviewer highly recommends the firm, while the negative reviewer does not recommend them.
