Business Details
47 Years
experience
Trusted Accounting Services in New Milford, NJ
Founded in 1979, Roth & Spellman has established itself as a trusted name in accounting and financial services. Our team of five dedicated professionals, including three certified public accountants and two experienced accountants, brings decades of combined expertise to serve individuals, businesses, and nonprofit organizations. We specialize in tax planning, estate planning, fiduciary accounting, and business advisory services, tailoring solutions to meet each client's unique needs. Our founding partners, Carl Roth and Sherrill Spellman, built the firm on principles of integrity, personalized service, and technical excellence, values that continue to guide our work today. We pride ourselves on fostering long-term client relationships through transparent communication and a familial approach to financial guidance.With over 45 years of experience, we remain committed to delivering actionable strategies that simplify complex financial challenges. Our services extend to payroll processing, litigation support, and IRS representation, ensuring comprehensive coverage of client needs. Located in New Milford, New Jersey, we serve clients across diverse industries while maintaining a local, hands-on approach. Our dedication to community service and ethical standards reinforces our position as a reliable partner for financial success. By combining technical proficiency with personalized attention, we empower clients to achieve their financial goals with confidence.
Services
Tax Return Preparation
Estate Planning
Business Consulting
Payroll Processing
Litigation Support
Financial Planning
Bookkeeping
Fiduciary Accounting
IRS Representation
Tax Planning
Details
- Year established: 1979
Highlights and features
- We offer 45+ years of combined experience in accounting and tax services.
- Our team includes certified public accountants with specialized expertise in estate planning.
- We provide customized financial strategies tailored to individual client needs.
- Our long-standing client relationships reflect our commitment to personalized service.
- We combine technical excellence with a familial approach to client care.
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Services
We assist individuals and businesses with tax return preparation for partnerships, corporations, LLCs, estates, trusts, and nonprofits. Our team ensures compliance while optimizing deductions and credits. Clients benefit from strategic tax planning to minimize liabilities and navigate complex regulations with confidence.
Estate Planning
Our estate planning services help clients preserve wealth for future generations through trusts, wills, and gifting strategies. We address tax implications and legal requirements to protect assets. Clients receive personalized guidance to create comprehensive plans aligned with their legacy goals.
Business Consulting
We provide tailored advice on business structure, cash flow management, and growth strategies. Services include financial statement analysis and operational efficiency improvements. Clients gain actionable insights to enhance profitability and long-term sustainability for small to mid-sized enterprises.
Payroll Processing
Our secure online payroll system handles tax filings, direct deposits, and compliance reporting for small and mid-sized businesses. We ensure accurate and timely payments while reducing administrative burdens. Clients enjoy streamlined payroll management with dedicated support for year-end processing.
Bookkeeping
We offer full-cycle bookkeeping from QuickBooks setup to monthly financial reporting. Services include accounts payable/receivable management and bank reconciliation. Clients receive organized financial records that support informed decision-making and regulatory compliance for businesses of all sizes.
People
Carl Roth
Partner, CPA/PFS, MST
Founder with 45+ years of experience, specializing in complex tax solutions and financial planning. Former Price Waterhouse professional committed to client peace of mind.
Sherrill Spellman
Partner, CPA
30+ year veteran with expertise in detailed tax compliance. Known for long-term client relationships and personalized financial guidance since joining in 1986.
Linda Dunne
Partner, CPA, MST
Former corporate accountant transitioning to small business focus in 2010. Specializes in minimizing client tax burdens through strategic compliance solutions.
Melissa Gracey
Accountant
Longtime team member emphasizing family-like client relationships. Provides compassionate support for individual and small business accounting needs since joining in 2005.
Heather Massari
Accountant
Community-focused professional bringing care-oriented service to financial matters. Joined the team in 2015 with expertise in nonprofit accounting and personal finance.
Questions
What accounting services does Roth & Spellman offer?
We provide tax preparation, estate planning, business consulting, payroll processing, bookkeeping, and IRS representation for individuals and businesses.
Are you available for urgent tax issues?
While we don't offer 24/7 emergency services, we prioritize timely responses to urgent tax matters during regular business hours.
Do you serve businesses outside New Milford?
Our primary location is New Milford, NJ, but we serve clients throughout Northern New Jersey with flexible communication options.
How do you handle client confidentiality?
We maintain strict confidentiality using secure file sharing systems and encrypted communications for all financial documents and discussions.
What sets your firm apart from online tax services?
Our personalized approach combines technical expertise with direct access to experienced CPAs who understand your specific financial situation.
Can you help with both personal and business taxes?
Yes, we specialize in integrated tax solutions for individuals, business owners, and nonprofit organizations across various industries.
