The firm of McConnell, Rothman & Co. P.C., was established with the intent of providing its clients efficient and expert solutions to their accounting and tax planning needs. Our services range from bookkeeping and auditing to tax preparation. Our accountants are experts on the most current tax laws affecting individuals, corporations, partnerships, and non-profit organizations.
Our accountants are from a variety of employment and educational backgrounds. We are an equal opportunity employer and belong to many civic, humanitarian and governmental organizations.
Our accountants are from a variety of employment and educational backgrounds. We are an equal opportunity employer and belong to many civic, humanitarian and governmental organizations.
Services
Our Company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.
Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner. Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities.
Private Clients Group, we are able to offer the benefits and expertise of a big brokerage house with the hands-on attention and caring of a smaller, independent firm. We offer a comprehensive approach to financial planning that includes investment planning, retirement planning, estate planning, income protection, asset protection, business planning, educational planning, debt management and special needs planning. As an independent firm, we are able to offer products and services across the full range of financial planning vehicles.
Reviews (10)
L. Mh
May 24, 2016
Mike at McConnell Rothman has been my accountant firm for 3 years now. The first year taxes were quite complicated and McConnell's services were exemplary. Each year gets a bit easier since he has all my prior information. Also, I ask some crazy questions for myself and my children, and McConnell's staff, from the front desk to investments or tax issues, is always ready to help. This is a great company to work with. I'm very happy.
Kevin T. Norris
Apr 03, 2016
I have had my taxes done (along with other related services) by Mike and his organization since mid-1990s; his straightforward, honest, compassionate, and knowledgeable approach towards the work he does, along with his superlative team of professionals, has been a pleasure to participate and engage in, and is worth every dollar spent. I am pleased to endorse McConnell Rothman & Company, and encourage anyone looking for competent, professional financial service to check them out!
Megan Dawson
Feb 14, 2016
We have had a great experience with Mike year over year! My husband & I have be clients for a few years & it works out well that all our records stay there & Mike knows our personal situation & remembers us! Super comfortable experience & a nice honest feeling from Mike & his office staff we worked with! This gives me comfort! Mike gave great pointers on how to save & get a bigger refund next year which is great for us & his fees are fair/reasonable. Mike makes tax time easy & quick! Thanks McConnell Rothman & Co for another successful year in tax preparation!
Philip Tracey
Jun 27, 2013
I am totally impressed with the services I have received over the past decade from Mike McConnell. I would not think of going anywhere else to have my tax return prepared. I have confidence that my return is accurate, and complete, year after year. With the tax laws changing every year, you need to feel confident that your tax professional will not make mistakes, which could cost you money, and that is exactly what you get with McConnell Rothman. I would, and have recommended McConnell Rothman to all of my friends and relatives.
Joe Caparrotta
Jun 13, 2013
My family and I have been clients of the McConnell Rothman Group for many years and have been more than satisfied with their services. As a first time home buyer in 2009, I had the confidence I needed going into tax season that year, knowing the McConnell Rothman group was on my side. Their knowledge of the new and complicated tax laws, helped me to get back all that was due and then some. They are a great group of professionals to work with and I have recommended the group to many of my friends and other family members.
Maria Spina
May 22, 2013
We have gotten our taxes done with McConnell Rothman for years. Every year Mike is very accommodating given we come with our kids in tow and cause a raucous while we are there. Mike is extremely thorough which ensures we get the full value of our tax benefits or minimize liability. Additionally, Mike takes the time to talk through our account and identify areas where we can approach our tax planning more effectively for future years. My husband and I highly recommend McConnell Rothman for tax preparation. Best, Maria
Susan Godfrey
May 21, 2013
We've only been going to McConnell Rothman for our taxes for a couple of years - but the experience has been excellent. The office personnel are friendly, courteous and very easy to work with. We meet with Mike for our taxes and we leave his office without any worries. He makes sense of the tax laws and the very many changes thereto. Any questions we have are answered immediately and in a way we understand. Copies of our documents arrive within hours and Mike and his office staff are always available for any follow-up or further questions we might have. We highly recommend McConnell Rothman for all your accounting/financial needs.
Rob Ruth
May 18, 2013
My wife & I have trusted McConnell Rothman for 10 years. We have Mike do our taxes every year. We also refinanced with Heritage Mortgage in 2012. And, now we're working with them on Financial Planning. Everytime we've worked with anyone at McConnell Rothman our experience has been excellent. The folks there are pleasant and put you at ease. As well, they are expeditious and make it all go smoothly.
Mitch Powers
Feb 04, 2013
I have been going to McConnell Rothman for my taxes for many years. I appreciate the way Mike spends time preparing my taxes and is knowledgeable about new tax laws that seem to change from year to year. I have piece of mind knowing that my taxes will be prepared properly. I also work with Rick who manages my investment portfolio. Rick is always on top of the market and I am confident he has invested my money wisely.
I have bi annual meetings with Rick who is always well prepared to update me on my accounts and advise me about any changes he thinks I should make. With McConnell Rothman you can rely on a very personal experiance where everyone who works there makes you feel very comfortable.
I have bi annual meetings with Rick who is always well prepared to update me on my accounts and advise me about any changes he thinks I should make. With McConnell Rothman you can rely on a very personal experiance where everyone who works there makes you feel very comfortable.
Beth Feinberg
Dec 20, 2012
My family has been working with McConnell Rothman for years and it only made sense that my husband and I would reach out to Mike for assistance with our taxes. We have been working with Mike for the past few years and he has always tried to make sure that we are getting the maximum return that we are eligible to receive. He is aware of current and new tax laws and how the changes will impact our return. We have always come to our appointment well organized so Mike can walk us through the process and we are confident in the work that he and his group are doing.