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We Are More Than Just a Tax Return…

We surpass the competition by responding to the needs of our clients. We establish an ongoing relationship and work to become an integral part of your financial future. We work with you to create solutions meant specifically for your needs.

At Matthew P. Roth & Company, CPA we guide our clients through tax planning and preparation decisions. We are able to prepare tax returns for your personal, as well as, your business needs. We help our clients navigate through the ever-changing tax regulations.

We are here to provide guidance to facilitate a plan that will meet your lifestyle and financial goals while striving for tax minimization.

A personal financial statement may be required for an individual to obtain a loan or to apply for a mortgage. We would be happy to walk through the process of creating a personal financial statement.

Estate planning not only provides individuals with a way to transfer their assets to their beneficiaries; it also involves minimizing the tax liability of that transfer. Estate planning should also be considered for business to facilitate a smooth transfer of ownership.

College planning does not have to feel overwhelming.  We can help walk you through your options to prepare for the day.

An interim statement is a financial statement that is typically for a period of less than a year. This statement allows us to see how your business has performed and helps plan for the year end and the tax filings for that year.

We help our clients achieve accurate record keeping and financial reporting. We are also there for any questions that our clients may have regarding record keeping and financial reporting. We want you to be able to focus on developing your business.

From the start of your business, we are here to help. We can help determine what would be the best software for your business and help with the set up of that software. Once the software is up and running, we will be there for support for any questions or problems you may have. If your business is already established, we can still help with setting up or updating a system that is already in place.

Our payroll processing can help reduce the time spent on payroll administration. We can help you implement a payroll system that will help process payroll and prepare and file timely payroll returns.

Sometimes your business may need a financial statement review for outside parties. A review involves analytical procedures and inquires to ensure the integrity of your data.

Compilations, on the other hand, are usually used for internal purposes and are based upon the information provided by the company’s management. A compilation may require some adjustments to accounting records.

A cash flow statement is a useful tool in assessing your business performance. We can provide you with a cash flow statement. Once that statement is prepared, we can analyze that statement and help you forecast and budget accordingly.