New Jersey

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).

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.

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).

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.

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.

Yisroel Lowinger, CPA

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

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

Yisroel 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.

Alice Lerman

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.

Joshua Bondy, CPA

Joshua Bondy, CPA is a senior manager 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.

Yanky Goldenberg, CPA

Yanky Goldenberg, CPA is a senior manager 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

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.