Personalized Service for Over 60 Years
Tax Preparation and Planning
We work with you to assess what needs to be done to ensure you receive all the proper deductions.
Reviews and Compilations
We help ensure all your financial information is in order.
Business Consulting and Strategic Planning
We offer assistance identifying areas that may be negatively affecting your profitability and growth.
Estate and Trust
We help to reduce or eliminate the tax due on the transfer of your business or other assets.
Mergers and Acquisitions
We offer personalized, efficient support through the entire transaction cycle.
At Offit and Roth, we understand that every client has unique and changing financial needs. That is why we’ve built our firm over the past 60 years to provide a wide range of personalized services for corporations and businesses of all shapes and sizes.
Our goal is to be your primary external advisor. We take pride in getting to know you and your company on a personal level, allowing us to effectively assess your financial goals. Our objective is to act as an extension of your company, providing you with financial guidance and advice to allow you to achieve results that will help attain positive growth now, and in the future.
Our services include:
- Business Consulting and Strategic Planning
- Tax Preparation and Planning
- High Net Worth Services
- Reviews and Compilations
- Mergers and Acquisitions
- Estates and Trusts
We’re so much more than your typical accounting firm. We offer competitive pricing, along with personalized customer service. We’ve achieved the highest level of trust with our clients, making us their first call when faced with tough financial decisions. Our dedicated staff brings years of knowledge and experience in a variety of business areas. That, combined with our dedicated, efficient service, brings you peace of mind, knowing that we’re there when you need us.