Founding partner, Carl Roth, brings a wealth of knowledge and experience to his clients, providing sophisticated tax planning and advisory services on a variety of tax matters.
Carl began his career at Price Waterhouse, a former “Big 8” accounting firm, and started his own firm in 1979, which became Roth & Spellman in 1993.
He has over forty years of experience in public and private accounting serving individuals, partnerships, corporations, trusts, and private foundations. Special areas of expertise for individuals and organizations in a variety of industries include tax compliance and tax planning; retirement planning and education planning; gifts, estates and trusts; and business succession.
Carl’s commitment to excellence and a comprehensive approach to problem solving have allowed him to develop strong and lasting relationships with his diverse clientele. Clients value his objective and logical advice when it comes to understanding tax implications and making important financial decisions, which ultimately leads to achieving their financial goals.
His technical knowledge, expertise, and understanding of the IRS’s practices and procedures allow him to navigate his way through a complex government agency, thereby achieving the best result for his clients. Carl has represented clients on audits at all levels of Federal and State tax authorities to successfully resolve conflicts and/or lessen their financial burden.
“No matter how complicated a financial issue appears to be, I am completely dedicated to finding a workable solution and won’t give up until I do. My clients’ trust and peace of mind around financial matters is of utmost importance to me.”
Carl is licensed to practice in New Jersey, New York, and Florida. He is a member of the American Society of Certified Public Accountants (AICPA), New Jersey Society of Certified Public Accountants (NJSCPA), New York State Society of Certified Public Accountants (NYSSCPA), and Florida Institute of Certified Public Accountants (FICPA).
Carl earned the coveted Accredited Personal Financial Specialist (PFS) designation from the AICPA. To earn this credential, a CPA must demonstrate competence in providing estate, tax, retirement, risk management, and/or investment planning advice to individuals, families, and business owners.
Carl received his B.S. in Accounting and his M.S. in Taxation from Fairleigh Dickinson University, where he was awarded the Lance Rook Scholar Award for academic excellence. He is also an adjunct faculty member at Fairleigh Dickinson University, Teaneck, NJ, where he enjoys teaching Federal Income Taxation of Individuals and Federal Income Taxation of Entities in their Master’s Program. Carl lives in Bergen County and enjoys traveling and sightseeing when he is not busy servicing his clients.