Archives: <span>Team</span>

Abraham Roth, CPA

Founding Partner Abraham Roth, CPA, established Roth&Co in 1978 and has played the principal role in developing the company into a premier accounting and advisory firm that strives to better the future for its clients and employees. Roth&Co’s entire client experience is the product of Abraham’s vision and drive.

Abraham is highly respected and sought-after for his decades of consulting experience in a variety of issues affecting businesses and not-for-profits, and for his unique and creative approach to solving problems and executing critical business decisions.

Abraham is a skilled arbitrator and mediator and has helped many businesses and organizations resolve disputes inside the court system and beyond.

Abraham received his Bachelor of Business Administration in Accounting at Baruch College Business School and is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA).

Zacharia Waxler, CPA

Managing Partner Zacharia Waxler, CPA, has been a part of the Roth&Co team since 2004. Zacharia manages all facets of the firm and supervises the ongoing operations of all the firm’s divisions, constantly propelling Roth&Co forward towards its goals. He is responsible for managing Roth&Co’s organizational structure, directing its client service teams, and monitoring its financial, operational, and marketing structures to maintain continuous growth and operating efficiency. Zacharia is also the co-founder of Roth&Co’s affiliate wealth management company, Equinum, LLC.

Zacharia started his career in the nonprofit industry in 2000 before joining Roth&Co’s tax department. During his tenure at Roth&Co, Zacharia established Roth&Co’s audit and assurance department, and today, leads Roth&Co’s executive staff in implementing major company resolutions, including acquisitions, mergers, joint ventures and large-scale expansion.

Zacharia is a respected business consultant, consulting with businesses across all industries, including the nonprofit space. He advises organizations on structuring, developing proper practices and procedures, tax planning and compliance. A noted speaker and columnist, Zacharia regularly shares his financial and business insights across various platforms.

Zacharia received his Bachelor of Science in Accounting with honors from Touro College. He is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of CPAs (NYSSCPA), the New Jersey Society of CPAs (NJCPA) and the Illinois CPA Society (ICPAS).

Alan Botwinick, CPA

Alan Botwinick, CPA is a Roth&Co partner and co-chair of our highly specialized real estate department. Alan’s 30+ years of dedication to Roth&Co clients has established him as a mainstay of the firm and as the backbone of the real estate division. His expertise is diverse, encompassing many industries including wholesale and distribution companies, high-net-worth individuals, family businesses and private corporations. Alan’s passion is managing the innumerable intricacies associated with owning, operating, investing and syndicating real estate entities. He excels in finding creative strategies to manage tough tax problems and complex property ownership structures.

Alan received his bachelor’s degree with honors in accounting and economics from Queens College. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).

Moshe Schupper, CPA

Moshe Schupper, CPA brings a breadth of accounting experience from numerous industries in many accounting fields. Moshe has experience with accounting, taxes, and auditing for nonprofits, healthcare, real estate, commercial enterprises and service organizations. Moshe’s broad accounting background provides him the unique ability to simultaneously assess a client’s standing from both tax and financial statement perspectives. His multi-faceted approach allows him to confidently navigate complex government regulatory and reporting guidelines and address client issues in all contexts.

Moshe graduated from Brooklyn College with a Bachelor of Science in Accountancy. He is a member of the American Institute of Certified Public Accountants (AICPA), the Institute of Internal Auditors (IIA) and the New York State Society of Certified Public Accountants (NYSSCPA).

Moshe Seidenfeld, CPA

Moshe Seidenfeld, CPA has been a part of the firm since 2008. He serves clients in the manufacturing, retail, wholesale, service and real estate industries. Moshe guides clients in understanding, managing and forecasting their business financials, and educates them about their tax compliance obligations and options. Moshe acts as a financial consultant to his clients and has established a solid reputation of excellence in servicing businesses beyond the books, providing tax strategies and direction in navigating the business world.

Moshe received his master’s degree in accounting from Fairleigh Dickinson University and is a member of American Institute of Certified Public Accountants (AICPA).

Ben Spielman, CPA

Ben Spielman, CPA leads Roth&Co’s tax compliance department and acts as co-chair of its highly specialized real estate department. Ben works primarily with business entities in the e-commerce and healthcare industries, and for high-net-worth individuals, trusts, and estates. He has extensive experience servicing the real estate industry where he assists owners, operators, investors and syndicators achieve their financial goals. His formidable command of the complexities of real estate financing, purchasing and maintenance serve as a stronghold for his clients’ real estate holdings. He excels in finding creative solutions to tough tax problems and complex property ownership structures.

Ben graduated with a bachelor’s degree in accounting from Touro College in 2009. He is a certified public accountant as well as a member of American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA).

Rachel Stein, CPA

Rachel Stein, CPA, partner at Roth&Co, has been a part of the firm since 2010 and leads its tax department. She serves clients across various industries, with a specialization in healthcare. Rachel’s deep understanding of the unique challenges and opportunities within the healthcare space enables her to deliver tailored solutions that drive business growth and sustainability. Her expertise in navigating complex tax regulations has positioned her as a trusted advisor to numerous healthcare providers. Rachel plays a pivotal role in providing strategic tax planning and compliance services and ensures that her clients achieve optimal tax efficiency and maintain adherence to ever-evolving tax laws.

In addition to her professional achievements, Rachel is an active member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs. She also serves on the National Board of Jewish Women Entrepreneurs (JWE), where she is committed to empowering women in business through mentorship, networking, and educational initiatives, reflecting her dedication to fostering a supportive environment for female entrepreneurs.

Rachel is a 2007 graduate of Brooklyn College, where she earned her B.S., with honors, in accounting. Her commitment to excellence and proactive approach to client service has established her reputation as a leading CPA and tax expert. Rachel’s contributions to both her firm and the broader community underscore her professional passion and unwavering support for the advancement of women in the business world.

Hershy Donath, CPA

Hershy Donath, CPA joined Roth&Co as a partner in 2019. Passionate about real estate, Hershy has experience working with entities with a variety of underlying asset types, including office, multi-family, hospitality, internationally-based assets and hard-to-value opportunity fund assets. He also has experience advising publicly traded REITs and large, privately held real estate funds. In addition to his valuable real estate knowledge, Hershy’s expertise spans across a range of industries including hospitality, media and entertainment, consumer products, manufacturing and alternative energy.

Prior to joining Roth&Co, Hershy was an executive director in Ernst & Young’s real estate practice, as well as a member of the firm’s quality network. Hershy worked with audit teams across the Tri-State area, providing guidance to large public companies on complex auditing matters, and supporting quality initiatives in response to the Public Company Accounting Oversight Board and internal quality reviews.

Hershy holds a Bachelor of Science in Accounting from Ocean County College, as well as a Master of Science from Beth Medrash Govoha. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA), and is a certified public accountant in New York and New Jersey.

Elda Arriola, CPA

With extensive compliance and financial audit experience, Elda was a part of E.C. Ortiz for 16 years prior to its merger with Roth&Co. Elda specializes in providing financial audit and state compliance examination services to government entities, not-for-profit organizations and healthcare facilities. Elda also oversees the continuing professional education (CPE) program in Roth&Co’s Illinois office.

Prior to E.C. Ortiz – now Roth&Co, Elda enjoyed 17 years of combined work experience as a senior loans management officer for the Local Water Utilities Administration, an accounting teacher for Maryknoll College Foundation, Inc. and an accountant for Systems Sciences Consult, Inc.

Elda received a Bachelor of Science in Business Administration and Accountancy and a Master of Business Administration from the University of the Philippines. She is a certified public accountant in Illinois and the Philippines. Elda is a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society (ICPAS).

Epifanio Sadural, CPA, CGMA

With over 33 years of experience, Epifanio Sadural, CPA, CGMA provides audit, accounting, tax and business advisory services to governmental and private entities, for-profit organizations, not-for-profit organizations and small businesses. Epifanio led the accounting, tax and business advisory departments of E.C. Ortiz & Co. prior to its merger with Roth&Co.

Epifanio has valuable experience working across a breadth of industries and entities. He specializes in assisting home healthcare agencies with Medicare needs and Department of Aging cost reporting. Epifanio earned his Bachelor of Science in Accounting from Far Eastern University and is a candidate for a Master of Business Administration from Ateneo de Manila University. He is a certified public accountant in the Philippines, Illinois and Indiana, and is a chartered global management accountant. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society (ICPAS), and concurrently serves as a member of the ICPAS Taxation – Individual Committee.

Aaron Galster, CPA

Aaron Galster, CPA came full circle when he rejoined Roth&Co as a partner in 2021. His career path started at Roth&Co before he moved to the Big Four, where he led engagements on some of the largest public companies. Aaron then returned to Roth&Co, this time as a partner with over a decade of public accounting experience serving REITs and private equity funds invested across the energy, healthcare and real estate sectors.

Aaron applies his technical skills to improve the process for large-scale real estate clients that require a high volume of K-1s and tax return filings. His expertise includes tax compliance at a fund and property level, transaction analysis and taxpayer dispute resolution. Aaron works closely with clients to guide them through the latest tax reform, providing clear analysis on the tax implications of their investment returns.

Aaron received a Bachelor of Science in Accountancy from Touro College. He is a certified public accountant in Illinois and New York, and is a member of the American Institute of Certified Public Accountants (AICPA).

Shulem Rosenbaum, CPA, ABV

Roth&Co Partner Shulem Rosenbaum, CPA, ABV leads the firm’s advisory services division. Shulem started his career with Roth&Co in 2012 with a focus on tax preparation and review and tax controversy. From there, he segued into the specialized fields of forensic accounting, business valuation and due diligence procedures. He also addresses accounting issues related to estate planning, business succession planning and asset protection, management advisory and business services, and arbitration and litigation support.

Shulem was awarded the Superior Scholar award from the New York State Society of CPAs (NYSSCPA), and the highly coveted and prestigious Elijah Watt Sells Award from the American Institute of Certified Public Accountants (AICPA). Shulem is frequently quoted in national publications, including the Journal of Accountancy, Microsoft News, Hamodia newspaper and Ami Magazine. Shulem was honored with the Outstanding Scholar award by Touro College, where he has served as an accounting professor since 2014.

Shulem is a certified public accountant with a Bachelor of Science in Accounting from Touro College and is further accredited in business valuations (ABV). He is a member of American Institute of Certified Public Accountants (AICPA), Forensics and Valuation Services (FVS) by AICPA and the New York State Society of Certified Public Accountants (NYSSCPA).

Marc Gelbtuch, CPA, CFF

Marc Gelbtuch, CPA, CFF is a partner at Roth&Co and leads the advisory services and tax controversy departments. In his initial years in the industry, Marc focused on individual and business tax preparation and the preparation of audited financial statements. In 2005, Marc expanded his expertise to trusts and estates. Becoming a trusted advisor to his clients, Marc segued into a broader role as business advisor, and in 2015, under his leadership, Roth&Co created the advisory services and tax controversy departments.

The advisory services department offers specialized services related to estate planning, business valuations, forensic accounting and due diligence. The tax controversy division specializes in representing taxpayers in IRS, state and city audits. This includes sales tax audits, workers compensation and all employment related matters, as well as penalty abatement appeals. In the litigation support segment of the advisory team, Marc is often called upon to testify in both civil and criminal courts as an expert witness in lawsuits requiring forensic expertise. He also represents litigants in Rabbinical Court in the capacity of ‘toen.’

A Touro College graduate, Marc is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA), and is a Certified Forensic Financial expert.

Michael Wegh, CPA

Michael Wegh, CPA brings over 12 years of managerial experience and a skilled proficiency in providing essential tax compliance and review services to private equity funds, hedge funds, and investment advisors. He is well-versed in complex investment fund structures and partner allocations and reporting of fund/investor transactions. Michael’s technological expertise is a key component in helping the firm enhance operations and client satisfaction. He services a wide range of Roth&Co clients with a focus on investors in the real estate and investment fund spaces.

Prior to joining Roth&Co, Michael served as a senior tax manager at Deloitte’s investment management practice, where he worked with domestic and offshore private equity funds, fund of funds and hedge funds.

Michael holds an associate degree in accounting from Ocean County College, as well as a Master of Science from Beth Medrash Govoha. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA), and is a certified public accountant in New York and New Jersey.

Aaron Donnelly, CPA, FCA

Aaron Donnelly, CPA, FCA, formerly an audit senior manager in KPMG, has over thirteen years of experience leading integrated audits and financial statement audits in the U.S., the UK, and Ireland, conducted in accordance with PCAOB, AICPA, and ISA requirements, under both U.S. GAAP and IFRS accounting frameworks.

Based in Roth&Co’s Chicago office, Aaron utilizes his industry knowledge and considerable audit and accounting experience, which includes SEC filings for Fortune 500 companies and companies about to complete an initial public offering, interoffice reporting for global parent companies, and private company reviews and financial statement audits, to perform assurance related engagements for entities in a number of industries.

Aaron earned his BSc in Accounting from Queen’s University Belfast, Ireland, is a Certified Public Accountant, licensed in Illinois, and a registered Chartered Accountant in Ireland. Aaron is a member of the AICPA, the Illinois CPA Society, and the Chartered Accountants Ireland.

Chaya Siegfried, CPA, MST

With nearly 20 years of experience in firms like PwC, EisnerAmper and Withum, Chaya is highly regarded in the industry as an expert consultant in international business tax.

Chaya advises U.S. and foreign multinational enterprises and individuals on the tax implications of their international operations, and coordinates between U.S. and foreign tax laws to develop optimal global tax strategies.

Chaya’s expertise include her fluency in the rules and regulations regarding controlled foreign corporations, PFICs, withholding taxes, income tax treaty analysis, check-the-box planning, FIRPTA, and informational reporting.

Chaya received her Bachelor of Science in Business Administration in accounting from SUNY Empire State College, and received a Master of Science in Taxation from Golden Gate University.

Israel Lowinger, CPA

Israel Lowinger, CPA is a partner in the firm’s New Jersey office. With over 10 years of accounting experience, Israel is instrumental in coordinating and reviewing audits for clients across the education, nonprofit, real estate and other industries.

Israel spent time as a professional career services professor teaching QuickBooks and served as a mentor for accounting students.

Israel has a master’s degree in accounting from Fairleigh Dickinson University. He is a member of the American Institute of Certified Public Accountants (AICPA) and is a certified public accountant in NY and NJ.

Chaya Abowitz

Chaya’s career at Roth&Co began in 2004 in general administration for the emergent 25-employee firm. Chaya built Roth&Co’s human resources department from the ground up, establishing and expanding Roth&Co’s policies and procedures for recruitment, compliance, training and team-building. She administered talent acquisition and development, as well as employee onboarding, retention, turnover and employee benefits. Chaya has been instrumental in the growth and development of the now 200-employee firm.

Now Roth&Co’s Chief Operating Officer, Chaya manages the firm’s day-to-day operations, including administration, project management, technology, marketing, department metrics and reporting, compensation and benefits, facilities, and events.

With stellar leadership and management skills, Chaya designs and implements policies to propel Roth&Co forward in it’s strategic global plan.

Mark Freudenthal, CPA

Mark Freudenthal, CPA, Chief Financial Officer at Roth&Co, brings over 30 years of executive leadership experience to the firm. He has held key positions at national and global firms such as SEACOR Commodity Trading, VA&E Trading, and Mazars USA, where he led financial strategy and operations to maximize returns, strengthen equity, and drive sustainable growth.

Mark’s key skills include strategic planning, process optimization, and cross-functional collaboration. He excels at driving profitable growth, unifying teams around shared goals, and fostering strong relationships with banks and auditors. Operationally, Mark is a highly analytical leader who excels at making data-driven and pragmatic decisions.

Mark graduated magna cum laude with a bachelor’s in accounting from State University of New York at Albany and is a licensed Certified Public Accountant.

Lou Moran

Chief Information Officer Lou Moran is a forward-thinking technology leader and strategist with a broad knowledge of industry processes, technology solutions and personal development. His wide-ranging career in information technology has honed his expertise in overseeing mergers and acquisitions, scaling, contract negotiations, and restructuring of business practices and processes.

At Roth&Co, Lou focuses on security, integration, automation, streamlining business flows and innovation. His efforts are targeted towards reducing IT overhead, increasing productivity, and ultimately, helping people do their jobs without thinking about the tools that they’re using.

A graduate of the State University of New York, Lou has served in various executive and consulting positions for companies in the accounting, travel and IT services industries.

Melisa Cook, SPHR, PCC

Melisa Cook, Roth&Co’s Chief People Officer, brings proven expertise in people operations and organizational development from 20+ years of leadership roles within major professional services organizations.

With comprehensive experience in people strategy, Melisa expertly aligns employee experience with business goals while driving change initiatives and leading talent development at all levels.

Her strengths include workforce design, change management, executive coaching, DE&I strategy, performance management, and organizational risk mitigation— delivering proven results across the human resources cycle, from recruiting and onboarding to leadership development and retention.

Known for her ability to inspire talent, build high-performing teams, and serve as a trusted advisor to firm leadership, Melisa brings a unique combination of strategic vision and operational excellence to the to the People Experience

Melisa holds a Bachelor of Science in Communication from Kennesaw State University. She maintains several professional credentials including Senior Professional in Human Resources (HRCI)/SHRM-SCP and Professional Certified Coach (PCC) through the International Coaching Federation. Melisa is also certified to administer assessment tools including HBDI (Hermann Brain Dominance), StrengthsFinders, and The Energy Project Energy Audit.

Alice Lerman, JD, MBA

Since 2006, Alice Lerman, JD, MBA has developed a true passion for designing and implementing industry growth strategies and sharing her accumulated knowledge to drive the success of professional service firms and their teams. As Roth&Co’s CGO, Alice is an integral member of the Roth&Co management team, working together to implement its strategic vision for market positioning and growth.

Alice brings over 20 years of experience as an innovator of growth strategies through niche specialization. She has lead industry strategies at two of the nation’s top-10 accounting firms, as well as client experience at two of the nation’s top-20 CPA firms.

Alice holds an MBA from Northwestern University, a law degree from Marquette University and a master’s in architecture from the University of Wisconsin. Alice is a published author of the book, Accountants! Go Narrow.

Wendy Barlin, CPA

As Director of Client Accounting Services, Wendy heads outsourced bookkeeping, payroll management, financial reporting, tax compliance, CFO services and advisory services. Featured in Forbes, CBS and Fox, Wendy is a celebrated author with 25+ years of tax and accounting experience. Since selling her tax and accounting firm in 2021, Wendy has played a pivotal role in helping firm owners across the US optimize their systems and increase profitability.

Scott Manson, CPA, CMA, CGMA

Scott Manson, CPA, CMA, CGMA, brings decades of accounting and leadership experience to his role as Director of Healthcare Services at Roth&Co. Scott has previously held executive positions in the healthcare industry at several large national accounting and advisory firms. He is a recognized leader as a Medicare and Medicaid reimbursement consultant, with extensive experience helping healthcare providers navigate complex cost-reporting requirements. Scott specializes in ensuring compliance for skilled nursing facilities, home health agencies, hospices, and other healthcare sectors.

Scott optimizes internal and external financial reporting processes by preparing Medicare and Medicaid cost reports, reviewing and compiling financial statements, and preparing pro forma financial projections and forecasts. His expertise helps clients navigate regulatory requirements efficiently while improving operations and financial reporting.

Scott earned his Bachelor of Science in Accounting from Arizona State University and is a licensed Certified Public Accountant (CPA), Certified Management Accountant (CMA), and Chartered Global Management Accountant (CGMA). He is a member of the American Institute of Certified Public Accountants, Healthcare Financial Management Association, and Illinois CPA Society Ethics Committee.

Pia Pagtalunan, CPA

Pia Pagtalunan, CPA is a director on our audit team based in Roth&Co’s Chicago office. With nearly two decades of audit experience across the U.S. and the Philippines, Pia’s expertise lies in serving a broad range of industries including manufacturing and distribution, healthcare, not-for-profit, the public sector, and hospitality industries. Pia brings strong technical knowledge of US GAAP, with expertise in complex transactions such as business combinations, debt and equity financing, revenue recognition, and share-based compensation. She consistently incorporates best audit practices to deliver greater value in client engagements and is recognized for her leadership in developing high-performing audit teams.

Pia specializes in risk-based audit engagements, presenting findings to senior executives across cross-functional and multinational settings. Her experience spans integrated audit and assurance engagements, including state and federal compliance audits for government agencies and public universities.

Pia earned a Bachelor of Science in Commerce from the University of Santo Tomas in Manila, Philippines. She is a member of both the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society, and serves as Vice President of the International Society of Filipinos in Finance and Accounting.

Elizabeth Esparza, CPA

Elizabeth Esparza, CPA serves as Director of Quality Control for Roth&Co’s audit team and is based out of our Chicago office. With nearly two decades of experience leading audit engagements for public and private companies, Elizabeth has a strong track record of developing high-performing teams, managing complex stakeholders, and delivering high-quality audits.

Elizabeth has extensive expertise in IFRS/US GAAP, SOX 404, internal controls, risk assessment, and financial reporting—guiding her team through complex assurance and compliance matters with confidence and precision. She brings a disciplined, hands-on approach to designing and implementing firm-wide quality management systems and leading independent technical reviews.

Elizabeth is a member of the Illinois CPA Society as well as a board member of both the AICPA Ethics Committee and the Pleasantdale Civic Association.

Leah Loeb, CPA

Leah Loeb, CPA is a senior manager in the firm’s tax compliance department and has been with the firm since 2007. Leah has experience in a broad range of industries including wholesale, retail, real estate and nonprofit, as well as high-net worth individuals and trusts.

Leah provides her clients with multi-product accounting services and assists them in all areas of their accounting needs, including establishing a QuickBooks filing system, filing sales and payroll returns, preparing reviewed financial statements and multi-state tax returns, and attaining bank financing.

Leah manages Roth&Co’s tax division, where client binders and returns are generated. She trains and supervises our staff and ensures that they have the knowledge and data to compile, produce and deliver accurate filings and reports.

Leah served as the development editor of a QuickBooks textbook, QuickBooks for the Accounting Student, published in 2014. Leah graduated in 2004 from Toronto’s Seneca College with a degree in accounting and finance and is a certified public accountant.

Joshua Bondy, CPA

Joshua Bondy, CPA is a partner in the tax compliance department and is based in the firm’s NJ office. He serves clients across multiple sectors with a focus on the real estate and nursing home industries. Joshua started his career at Roth&Co in 2015. Since then he has successfully onboarded and continues to serve multiple high-net-worth clients with annual earnings in the millions. Joshua’s skill at examining and analyzing accounting records allows him to accurately interpret financial statements and recommend tax strategies that align with his clients’ business goals. Joshua is a certified public accountant and earned his accounting degree from Touro College where he achieved a consistent Dean’s List ranking throughout his course of study.

Darlene Dizon, CPA

Darlene Dizon, CPA brings over 8 years of public accounting experience as an accounting and assurance senior manager in Roth&Co’s Illinois office. Darlene’s broad experience in audit, state agency engagements and compliance issues expands the firm’s ability to serve its wide range of clients.

Darlene began her career as an auditor at Ernst & Young, Philippines before joining E.C. Ortiz – now Roth&Co. She has experience in auditing financial statements and handling state agency engagements with the Office of the Auditor General involving financial/single audit and compliance examination. Darlene also prepares financial statements for the Regional Office of Education and for not-for-profit entities.

Darlene graduated Cum Laude with a Bachelor of Science in Accountancy from Colegio De Dagupan. She is a certified public accountant in Illinois, California and the Philippines. She is a member of the American Institute of Certified Public Accountants (AICPA) and Philippine Institute of Certified Public Accountants (PICPA).

Yanky Goldenberg, CPA

Yanky Goldenberg, CPA is a partner in the tax compliance department at Roth&Co’s NJ office. He serves clients in the commercial and multi-family real estate industries as well as the healthcare industry, including skilled nursing and assisted living facilities. He focuses on tax planning and compliance services for his clients. Yanky has been with Roth&Co since 2017 and focuses on obtaining the maximum possible tax benefit for his clients. He reviews client paperwork, identifies potential tax credits, and assists in the production of their tax reports and financial and income tax statements. Yanky studies and analyzes changes in tax law to stay current on tax issues and works to identify tax savings for his clients. Yanky graduated with a master’s degree in accounting from Fairleigh Dickenson University.

Yisroel Kilstein, CPA

Yisroel Kilstein, CPA is a partner in Roth&Co’s not-for-profit services department. Yisroel serves organizations, charities, schools, religious institutions and other not-for-profit entities. Utilizing his specialized knowledge and expertise in the not-for-profit space, Yisroel guides his clients in their reporting obligations, compliance issues, initial structuring, and by providing general consultation services.

Yisroel earned an accounting degree from Excelsior College and is a certified public accountant, licensed in both New York and New Jersey. He is a member of the American Institute of Certified Public Accountants (AICPA), as well as of the New York State Society of Certified Public Accountants (NYSSCPA), where he serves as a member of the society’s Exempt Organization Committee.

Syndelle Manuel, CPA

Syndelle Manuel, CPA has 9 years of compliance and financial audit experience. She was formerly employed as a senior associate in Sycip Gores Velayo & Co. (Ernst & Young Global Limited-Manila, Philippines) and a senior financial reporting accountant in CITCO International Support Services Limited – Philippines ROHQ until she joined E. C. Ortiz, now Roth&Co.

Syndelle graduated Cum Laude with her Bachelor of Science in Accountancy, and is a certified public accountant in Illinois and in California.

Yossi Krasnjanski, CPA

Yossi Krasnjanski, CPA is a senior manager on Roth&Co’s tax compliance team and is based in our NY office. He leads a team responsible for addressing all aspects of his clients’ tax-related requirements. From meticulous tax planning to ensuring compliance with regulations, Yossi and his team employ a comprehensive approach to meeting the diverse needs of their clients.

Yossi serves clients across a broad range of industries, focusing predominantly on the real estate sector. He works beyond the routine and is closely involved in his client’s financial decision making, serving as their trusted advisor to ensure that they not only meet their tax obligations, but also realize unparalleled tax benefits and savings.

Yossi graduated Summa Cum Laude from Touro College, where he earned a B.S. in Accounting and was the recipient of the Corporate Taxation Award.

Ahron Golding, Esq.

Ahron Golding, Esq. is a manager in Roth&Co’s tax controversy department. Ahron graduated with a law degree from the University of Maryland and received a master’s degree in tax from the Robinson College of Business. With his unique background in tax and law, Ahron has successfully saved businesses and individuals millions of dollars by resolving tax controversies with the IRS.

Abraham Schor, CPA

Abraham Schor, CPA is a manager in the firm’s NY office, with over 20 years of accounting and audit experience.
Abraham is responsible for the entire audit cycle, including finalization of the audit and presentation to the audit committee. He is involved in training staff members and ensures that his team has the knowledge and skill they need to succeed.

Abraham has a deep understanding of financial statements in accordance with U.S. GAAP and associated reporting requirements. He also has specialized knowledge of audits in accordance with Uniform Guidance, and pensions under the requirements of the U.S. Department of Labor.

Abraham received an accounting degree from Touro College in 1998, graduating summa cum laude.

David de Freudiger, CPA

David de Freudiger CPA, MBA is a manager in Roth&Co’s Tax Controversy department. David has extensive experience in tax compliance and advisory services for high-net-worth and family office clients. He regularly assists clients and attorneys with various litigation support matters including voluntary disclosures, IRS and state tax audits, payroll issues, penalty abatements and other tax controversy matters.

David has designed and taught courses at Professional Career Services, enabling CPA candidates to utilize tax preparation software to apply their knowledge of tax theory to real-world scenarios.

David received his MBA in Professional Accounting from Rutgers University Graduate School of Management, where he earned the Special Dean’s Award. He is a lifetime member in Beta Gamma Sigma (BGS), the international honor society for collegiate business schools.

David is a certified public accountant in NJ and is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA) and the American Society of Tax Problem Solvers (ASTPS).

Dov Zucker, CPA

Dov Zucker, CPA is a manager on Roth&Co’s tax compliance team. Based out of our NJ office, Dov utilizes his experience in accounting, assurance and tax services to assist his clients in navigating the complexities of the tax system, while minimizing tax liabilities. He serves clients across a broad range of industries, focusing predominantly on the real estate sector.

Dov’s expertise extend beyond tax compliance to include strategic financial planning. Leading a team of skilled accountants, Dov ensures that his clients are knowledgeable about their financial decisions and that all their tax needs are met in alignment with tax law.

Dov is a member of the American Institute of Certified Public Accountants (AICPA) and a graduate of Fairleigh Dickinson University, where he earned a master’s in accounting.

Henry de Jesus, CPA

Henry C. De Jesus, CPA, is Manager for the Chicago Audit team where he leads his team in performing state agency financial audit and review, and compliance examination engagements. Formerly a manager in Audit and Assurance at BDO USA, P.C., Henry has over eight years of knowledge and working experience in the manufacturing, retail and distribution, real estate, and construction industries.
Henry ably supervises, directs, and reviews his team’s work throughout the planning, field work and “wrap-up” stages of an audit client engagement. He advises clients on various economic and regulatory risks within their industry and works to resolve their complex accounting issues.
Henry graduated Magna Cum Laude from Batangas State University with a Bachelor of Science in Accountancy. He is a Certified Public Accountant licensed in the Virginia, Illinois and the Philippines and is a member of the Philippine Institute of Certified Public Accountants (PICPA).

Binyomin Goldstein, CPA

Utilizing his broad knowledge and expertise within the nonprofit sector, Binyomin Goldstein, CPA is a manager on Roth&Co’s Not-For-Profit Services team. Binyomin addresses compilation and review engagements, handles annual filings, and offers consulting services to nonprofit organizations, including schools, congregations, charities, trusts and foundations. Binyomin holds a bachelor’s degree in accounting from Excelsior College and is a Certified Public Accountant as well as a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA).

Tim Williams

Tim Williams is a manager in Roth&Co’s Client Accounting Services (CAS) department. Tim supports clients with monthly comprehensive bookkeeping, preparation of financial statements, sales tax preparation and filings, and other ongoing accounting needs.

Tim is relationship-focused and enjoys engaging with clients who value having a trusted financial partner by their side. After spending nearly 15 years in luxury hotel and resort management, Tim brought his keen eye for detail into accounting. He approaches each engagement with the same rigor he once used to prepare VIP suites, now “inspecting” financial statements to help clients stay organized, informed, and ready for what’s next. Tim is known for timely communication and prioritizes quick, thoughtful resolution of client requests.

Tim earned a Bachelor of Science in Accounting from the University of South Florida Sarasota-Manatee and a Master of Science in Accounting from Boise State University. He is a CPA candidate and a Certified QuickBooks Online ProAdvisor.

Ian McGee, CPA

Ian McGee, CPA, is a manager on Roth&Co’s Accounting + Assurance IT team. With more than 12 years of IT audit experience, Ian takes a client-specific, risk-based approach to evaluating technology environments and delivering practical, audit-ready guidance.

Ian helps organizations assess vulnerabilities, identify gaps, and align their IT systems with regulatory and security requirements. He supports clients in meeting audit and compliance standards while implementing practical safeguards that improve system security and reinforce secure, compliant operations.

Ian graduated Magna Cum Laude from Eastern Michigan University with a Bachelor of Business Administration (BBA) in Accounting.

Esther Rand, CPA

Esther Rand, CPA, is a manager on Roth&Co’s tax team and is based in the firm’s Brooklyn office. She leads a team in the preparation and review of individual, partnership, and corporate tax returns, and works closely with clients throughout the year to ensure responsive communication and tailored service.

Esther routinely advises clients on tax planning strategies and practical compliance considerations, taking a customized approach to meet the specific needs of each individual and entity she serves. With a background in the real estate sector and a current focus supporting clients in the healthcare space, she brings industry insight and a client-first mindset to every engagement.

Esther earned her Bachelor of Science in Accounting from Touro University.

Shoshana Alexander

Tax Manager Shoshana Alexander specializes in U.S. federal, state, and international tax compliance. Since launching her career in 2019, she has worked at leading firms including PwC and Deloitte.

Based out of Roth&Co’s Israel office, Shoshana manages tax engagements for corporate, partnership, and high-net-worth clients, leading teams through the preparation and review of complex tax filings.

Shoshana brings deep experience managing complex federal and international compliance engagements, partnering with cross-functional teams on planning initiatives such as restructuring and transfer pricing, and advising on cross-border transactions and entity structuring.

Shoshana graduated Summa Cum Laude with a Bachelor of Science in Accounting from Stevenson University, MD, and was a member of its Honor Society.