Roth & Company LLP

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Financial Planners, Accountants-Certified Public, Accounting Services

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(718) 236-1600Call

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Map & DirectionsDirections1428 36th St Ste 200Brooklyn, NY 11218 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Brooklyn with Financial Planners

New York (8 miles)
Ridgewood (9 miles)
Bayonne (12 miles)
Long Island City (12 miles)
Hoboken (12 miles)
Jersey City (13 miles)
Woodside (13 miles)
Elmhurst (14 miles)
Forest Hills (14 miles)
Rego Park (14 miles)

More Info

Email: Email Business
Extra Phones: Phone: (718) 436-5637
Payment method: master card, visa, amex, cash, check, discover, paypal
Location: Located in the heard of Brooklyn, NY
Categories: Financial Planners, Accountants-Certified Public, Accounting Services

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09/28/2017

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Expertise

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What a great company with knowledgeable staff available all the time and always there to help with any questions or concerns.

Details

Phone: (718) 236-1600

Address: 1428 36th St Ste 200, Brooklyn, NY 11218

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Roth & Company LLP

Tax Planning
Zacharia is a respected business consultant, consulting with businesses across all industries, including the nonprofit space. He advises organizations on structuring, developing proper practices and procedures, tax planning and compliance. A noted speaker and columnist, Zacharia regularly shares his financial and business insights across various platforms.
Estate Taxes
Avoiding Probate
Review prior gifts and trusts and establish the estate plan objectives (i.e., tax mitigation, asset protection, avoiding probate, etc.).
Tax Services
Marc Gelbtuch, CPA, CFF is a partner at Roth&Co and leads the advisory services and tax controversy departments. In his initial years in the industry, Marc focused on individual and business tax preparation and the preparation of audited financial statements. In 2005, Marc expanded his expertise to trusts and estates. Becoming a trusted advisor to his clients, Marc segued into a broader role as business advisor, and in 2015, under his leadership, Roth&Co created the advisory services and tax controversy departments.
Income Tax
Estate planning includes the process of designating beneficiaries and executors of your personal and business interests, protecting your assets, and minimizing estate tax, gift tax, and income tax. Roth&Co provides comprehensive tax and financial estate planning, which includes planning, implementing, and monitoring your estate plan
Tax Return Preparation
At Roth&Co, we know that before all other specialty and niche services, your taxes are one of the primary areas where we can guide your business toward success. We spend the full year considering your end-of-year tax concerns, in order to guide your business toward a clear and stress-free tax season. READ MORE

Investment Management
Prior to joining Roth&Co, Michael served as a senior tax manager at Deloitte’s investment management practice, where he worked with domestic and offshore private equity funds, fund of funds and hedge funds.
Wealth Management
Managing Partner Zacharia Waxler, CPA, has been a part of the Roth&Co team since 2004. Zacharia manages all facets of the firm and supervises the ongoing operations of all the firm’s divisions, constantly propelling Roth&Co forward towards its goals. He is responsible for managing Roth&Co’s organizational structure, directing its client service teams, and monitoring its financial, operational, and marketing structures to maintain continuous growth and operating efficiency. Zacharia is also the co-founder of Roth&Co’s affiliate wealth management company, Equinum, LLC.

Accounting Services
Litigation can often become a reality of running a business. As leaders in forensic accounting, Roth&Co can assist your litigation team in examining financial records for fraud, illegal activities and embezzlement, as well as to analyze transactions and businesses for sale, or in litigation or arbitration. Our team provides litigation and arbitration support, due diligence support, business valuations, bankruptcy and insolvency litigation, and expert witness services.
Cash Flow Analysis
Our team at Roth&Co will help your businesses get the most out of its resources, analyzing a company’s operations, profitability, efficiency and effectiveness. We will work on cash flow analysis, financial management consulting, investment analysis, IT consulting, overhead expense analysis, personnel analysis, Integrated Performance Management (IPM) – Six Sigma (BDO), platform design and implementation (BDO), and property and business interruption insurance claims (BDO).

Financial Planning
In the construction industry, the uneven nature of cash-flow requires industry-specific financial planning. At Roth&Co, our experienced team provides contractors, engineers, architects, developers and suppliers with timely advice and a full suite of services to help them remain profitable through all stages of their business's growth and development.
Long Term Care
Asset Management
Asset Protection
Roth&Co Partner Shulem Rosenbaum, CPA, ABV leads the firm’s advisory services division. Shulem started his career with Roth&Co in 2012 with a focus on tax preparation and review and tax controversy. From there, he segued into the specialized fields of forensic accounting, business valuation and due diligence procedures. He also addresses accounting issues related to estate planning, business succession planning and asset protection, management advisory and business services, and arbitration and litigation support.

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