About Us
With 40+ years of expertise in tax, audit, and financial planning, we deliver tailored solutions that empower individuals and businesses to achieve their financial goals with confidence.
- Home
- About Us
Exceptional Value is Our Promise to Every Client
Roth & Spellman is a tight-knit team of dedicated accountants focused on providing exceptional service through personal connections. Founded in 1979 by Carl Roth, who gained valuable experience at Price Waterhouse Cooper, the firm grew thanks to the partnership with Sherill Spellman. She joined the firm in 1986 and became a partner in 1993.
With Carl’s visionary insights and Sherill’s attention to detail, the firm prioritizes client satisfaction. With a wealth of experience across various industries, Roth & Spellman empowers individuals, families, and non-profits to make informed financial decisions, ensuring a prosperous future for all.
Our Mission
Our Vision
Our Values
Legacy of Expertise
Since its founding in 1979, we’ve built a legacy of trust and expertise, empowering clients with personalized financial strategies tailored to their needs.
Client-Centric
We pride ourselves on our strong client relationships, ensuring every service is delivered with a personal touch, fostering trust and satisfaction throughout the process.
Diverse Experience
With extensive experience across various sectors, we serve a wide range of clients, including individuals, families, small businesses, and non-profit organizations, tailoring solutions that drive success.
Certified Pros
The team at Roth & Spellman boasts a range of certifications, ensuring clients receive top-tier professional service and expertise backed by rigorous standards in accounting and financial practices.
Innovative Solutions
We stay ahead of the curve by integrating the latest technology and methodologies, ensuring clients benefit from innovative financial solutions that meet the demands of an evolving market.
Comprehensive
From accounting and payroll to litigation support and financial planning, we provide a suite of services designed to address all aspects of financial management, making us a one-stop shop for clients.
Committed
Deeply rooted in the community, we support local organizations and initiatives, demonstrating a commitment not just to clients but also to fostering the well-being of the neighborhoods they serve.
We Deliver Tailored Solutions for Your Financial Success
Our team of accountants delivers personalized financial consulting and tailored solutions, taking time to understand your needs. We provide actionable insights and comprehensive information that empower you to make informed financial decisions.
“Having worked with some of our clients for many years, I’ve come to think of them as friends rather than clients. It’s nice to be able to talk about our families, our travels, and life in general – not just business and taxes.”
Sherill Spellman
Partner, CPA
Experience and Expertise
Client Focused
Peace of Mind
Industry Certified
Honesty and Integrity
Tailored Solutions
Track Record
Affiliations
Accountants
Clients
Get to Know the People Behind our Company
Your Dedicated Experts
We’re invested in the success of our clients.
Carl Roth
Sherill Spellman
Linda Dunne
Melissa Gracey
Heather Massari
Partner with Us Today
From tax planning to business consulting, we provide the expertise that drives results. Let’s work together to achieve your financial goals.