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Rothman and Associates LLC

Certified public accountant in Newtown Square, PA (show on map)
Google 5.0
★★★★★
2 reviews

CPA firm in Newtown Square, PA providing tax advisory and compliance services, accounting, estate and trust planning, and business consulting for over 25 years.

Call (484) 428-3160
Navigate to Visit website
Rothman and Associates LLC website

About

Rothman & Associates, LLC has been providing quality, personalized financial guidance for more than 25 years to individuals, partnerships, corporations, estates, and trusts. The firm's focus is in the area of tax advisory and compliance services, with additional expertise in business consulting in various areas.

They represent Pennsylvania volunteer fire departments and relief associations as a specialty. The firm's mission is to help clients maintain financial viability while taking a proactive approach to achieve future goals through open communication, research, and sound analysis.

Over 25 years in business
Specialty in serving Pennsylvania volunteer fire departments and relief associations
Partner Pete Rothman is an Adjunct Professor of Accounting at DeSales University MBA program and Immaculata University
Multiple CPAs with diverse industry experience spanning over 35 years each
Team includes CPA, MST, PMP credentials
Open communication, research, and sound analysis approach

Services

Tax Management Services

Comprehensive tax management including planning, preparation, and advisory services to minimize tax liabilities and maximize cash flow.

Tax planning Tax preparation Tax advisory

Assurance and Advisory Services

Audit, review, and advisory services to provide assurance on financial statements and business insights.

Audit Review Business advisory

Estate and Trust Planning

Estate and trust planning and tax preparation to ensure financial security for loved ones and smooth business succession.

Estate planning Trust planning Succession planning

QuickBooks Accounting Help

Assistance with QuickBooks setup, training, and ongoing support.

QuickBooks setup QuickBooks training QuickBooks support

Entity Selection and Restructuring

Assistance with selecting the optimal business entity and restructuring as needed.

Entity selection Restructuring

Cash Flow Management

Analysis and management of cash flow for improved business operations.

Cash flow analysis Cash flow management

Credentials & Certifications

Certified Public Accountant (CPA)
MS Taxation
American Institute of Certified Public Accountants (AICPA) member
Pennsylvania Institute of Certified Public Accountants (PICPA) member

Reviews

Google
Rating
5
★★★★★
Reviews
2

Frequently Asked Questions

What services does Rothman & Associates, LLC offer? +

The firm offers tax management services, assurance and advisory services, estate and trust planning, QuickBooks help, entity selection and restructuring, cash flow and budgeting analysis, debt and finance advising, accounting services, financial statement services, litigation support and forensic accounting, bookkeeping/write-up, IRS representation, financial projections and forecasts, and international taxation.

What is unique about Rothman & Associates? +

The firm specializes in serving Pennsylvania volunteer fire departments and relief associations, and has been providing quality personalized financial guidance for over 25 years. Partner Pete Rothman serves as Adjunct Professor of Accounting at two local universities.

Where is Rothman & Associates located? +

The firm is located at 4615 West Chester Pike, Newtown Square, PA 19073.

Contact Rothman and Associates LLC

Rothman and Associates LLC
Website
rothmancpa.com
Category
Certified public accountant
Wheelchair Accessible
Call (484) 428-3160

Opening Hours

Sunday
Closed
Monday
8 am–5 pm
Tuesday
8 am–5 pm
Wednesday
8 am–5 pm
Thursday
8 am–5 pm
Friday
8 am–5 pm
Saturday
Closed

Location

Location of Rothman and Associates LLC, 4615 West Chester Pike, Newtown Square, PA 19073 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Rothman and Associates LLC?

Reach out today to schedule a consultation.

(484) 428-3160

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