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Estate & Succession Planning

Estate transfer planning is an essential step for anyone with heirs or property they hope will be successfully inherited by the appropriate parties. Roth & Co.’s team takes a customized approach to this complex field, preparing your estate so that it passes onto further generations or heirs with the minimum possible loss.

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August 12, 2020

5 Common Accounting Software Mistakes to Avoid

No company can afford to operate without the right accounting software. When considering whether to buy a new product or upgrade their current solutions, however, business owners often fall prey to some...

E.C. Ortiz is now Roth&Co!

We are pleased to announce our merger with Roth&Co, a leading accounting and financial services firm with locations in New York, New Jersey and Israel.

Read the full statement by Ed Ortiz Explore the newly expanded Roth&Co

Breaking News!

Roth&Co expands to Chicago! We are pleased

to announce the acquisition of E.C. Ortiz & Co., LLP.

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