At YH Roth CPA PC, we offer accounting and advisory services for businesses and individuals by combining professional expertise, entrepreneurial insights, and strong client relationships.
Our staff consists of close to twenty professionals, including 7 CPAs and several CPA candidates, bringing prior experience from well-recognized national and local firms.
Some of our services include corporate, sales, and payroll tax, including state income tax filings in over 25 states. We provide audited, reviewed, or compiled financial statements, including over 150 HUD audited financial statements.
Our client base includes small and major real estate management companies, including companies managing over one billion dollars in assets. We also service many well-established wholesale, retail, service, and e-commerce businesses.
In addition to our extensive tax and audit expertise, we utilize our knowledge of the business environment and information technology to empower our clients.
Audited, Reviewed, and Compiled Financial Statements
The preparation, auditing, or reviewing of financial statements requires skills, knowledge, and experience in Generally Accepted Accounting Standards (GAAP) and Generally Accepted Auditing Standards (GAAS). Additionally, there are entities and industries that have unique accounting and auditing standards, including non-profits and governmental entities. We collaborate and efficiently complete this process in a timely manner.
INCOME TAX RETURNS
Corporations, Partnership, Individual Income Tax
The constantly evolving tax environment requires us to continuously update our knowledge to properly advise, maximize opportunities, and file accurate tax returns. By servicing a diverse client base and continuously educating ourselves, we obtain experience in many complex tax areas.
Sales Tax, Payroll Tax
Sales and payroll tax filings have annual, quarterly, monthly, or weekly deadlines. There are varying requirements for different localities or products. We can assist in navigating the rules and timely filing.
Advisory and assistance for accounting and business management
Some businesses cant afford an in-house CFO or even a bookkeeper. Some may need guidance on how to record certain transactions or with the initial setup. We can assist the clients based on our experience with many of the popular accounting software, such as QuickBooks, Yardi, AppFolio, and Rent Manager, etc.
Financial planning, investing, life insurance, retirement planning, and taxation are all interconnected. Being knowledgeable and licensed in all of these areas allows us to properly service and advise clients.
Comprehensive Financial Plans, Retirement Planning, Investment Advisory, Life and Disability Insurance
YECHIEL ROTH CPA, CFP®, PFS
Areas of Expertise:
Real Estate Management Companies, Complex Multi-Entity Businesses, High Net Worth Individuals, Financial Planning, Tax, Investments, Life Insurance
BRACHA ANDELMAN, CPA
Areas of Expertise:
Large Real Estate Firms, HUD Multifamily and Lender Audits, Estate Accounting, Forensic Accounting, Multi-State Taxation
DEVORAH BARBER, EA
RIVKY GRINBERGER, CPA
ESTHER SIMON, CPA
MINDY SANDER, CPA
CHAYA ROSEN, CPA
MIRIAM GOLISH, CPA
RAIZY ROTH | SEIDENFELD
LOW INCOME HOUSING
Compliance and Advisory
Entities that have government grants or loans, such as HUD loans or HAP contracts, may be required to submit annual audited financial statements. We assist with this requirement in a timely and efficient manner.
REAL ESTATE HOLDINGS & MANAGEMENT
Taxation and Accounting
Real Estate companies have unique taxation and accounting needs, and at times enter complex transactions, such as 1031 exchanges, buyouts, multi-entity or multi-state structures. Our extensive experience in this area can help navigate and properly account for these transactions.
Accounting and Advisory
Many e-commerce businesses are founded by young and motivated entrepreneurs, and quickly develop into large businesses. We utilize our experience in this industry to provide accounting and advisory services.
Accounting and Taxation
Our firm works with many companies in the health care industry.
MANUFACTURING, WHOLESALE, & RETAIL
Accounting, Taxation, and Advisory
Manufacturers, wholesalers, and retailers have unique accounting methods and challenges. Companies may serve as the manufacturers, wholesalers, and retailers of their products, resulting in complex business structures. Our knowledge and expertise can assist in the setup of efficient accounting procedures.
HUD Lenders are required to submit annual audited financial statements to HUD. We assist with this requirement in a timely and efficient manner.