Offit and Roth

What Offit and Roth does

Offit & Roth P.A. is a Maryland-based accounting and advisory firm founded in 1984 in Lutherville Timonium, with fewer than ten employees disclosed in the source firmographics. As of June 2026, Offit & Roth P.A. joined RRBB (Rosenberg Rich Baker Berman, P.A.) and now operates under the RRBB brand, contributing the Lutherville, MD office (2330 West Joppa Road, Suite 395) to a combined firm of seven offices across New Jersey (Somerset, Union, Clark, Martinsville, Wall), New York City, and Maryland.

The combined RRBB entity is a full-service regional accounting and advisory firm that has operated for over 60 years (founded ~1966), delivering audit and assurance, business and individual tax planning and preparation, client accounting and advisory services, estate and trust tax, international tax, IRS representation and tax problem resolution, mergers and acquisitions advisory, SEC and public company services, valuation and litigation support, and payroll processing through its Superior Payroll, LLC subsidiary. The firm operates under an alternative practice structure: Rosenberg Rich Baker Berman, P.A. (the licensed CPA entity providing attest services) and RRBB Advisors, LLC (providing tax and business consulting). It maintains independent memberships in BDO Alliance USA, Crete Professionals Alliance, and PrimeGlobal for international reach.

The business model is traditional professional services revenue: fee-for-engagement work, typically hourly or fixed-fee billing, paid by businesses (public, private, SEC registrants) and high-net-worth individuals/families. Go-to-market is sales-led and relationship-based — sourced via Big 4 referrals, network affiliations, and the firm's content marketing (blogs, news, resources) — with multi-decade client retention as the core commercial engine. No proprietary technology platform, software product, or AI capability is disclosed. Leadership comprises CEO Alan H. Roth, President Michael E. Roth, and founder Sylvan Offit of the legacy Offit & Roth entity.

Name

Offit and Roth

Legal name

Rosenberg Rich Baker Berman, P.A.

Website

https://offitroth.com

Company type

Private

Founded year

1966

Operating status

Operating

Headcount range

1–10 employees

Short description

Offit & Roth, now operating as RRBB, is a Mid-Atlantic accounting and advisory firm serving businesses and high-net-worth individuals with audit, tax, advisory, M&A, and payroll services across seven NJ/NY/MD offices.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Divestitures, Carve-Outs & Spin-Off Advisory (FSAEAGAL), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• Accounting services
• Tax advisory
• Audit assurance
• Business consulting
• Estate planning

Headquarters

HQ city

Lutherville Timonium

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Audit + Assurance Services: Audit and assurance services for businesses including SEC and public company services.
2. Tax Planning and Preparation: Business and individual tax planning, preparation, and advisory services.
3. Advisory Services: Client accounting and advisory services, business management consulting, and merger/acquisition advisory.
4. Payroll Services: Payroll processing and administration through Superior Payroll subsidiary.
5. IRS Representation and Tax Problem Resolution: Tax problem resolution and IRS representation services.
6. Estate and Trust Tax Services: Estate and trust tax planning and compliance services.
7. International Tax Services: International tax planning and compliance for cross-border transactions.
8. Litigation Support and Valuation: Valuation and litigation support services for legal proceedings.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Offit and Roth is a regional accounting and advisory firm that has joined RRBB (Rosenberg Rich Baker Berman, P.A.), delivering audit, tax, advisory, and consulting services to businesses and individuals. Core offerings include audit and assurance, business and individual tax planning and preparation, client accounting and advisory services, estate and trust tax, international tax, mergers and acquisitions advisory, SEC and public company services, IRS representation and tax problem resolution, valuation and litigation support, and payroll processing through its Superior Payroll subsidiary.

Product overview

RRBB (formerly Offit & Roth P.A. and Rosenberg Rich Baker Berman, P.A.) is a full-service accounting and advisory firm that offers a unified portfolio of professional services rather than a software product. The firm provides accounting, tax, audit, and advisory services through distinct but complementary service lines including Audit + Assurance Services, Business Tax Planning + Preparation, Client Accounting + Advisory Services, Estate + Trust Tax, Individual Tax Planning + Preparation, International Tax, Mergers + Acquisitions, SEC + Public Company Services, IRS Representation + Tax Problem Resolution, and Valuation + Litigation Support. The Superior Payroll add-on service provides payroll processing capabilities. The firm operates as an alternative practice structure with Rosenberg Rich Baker Berman, P.A. (a licensed CPA firm for attest services) and RRBB Advisors, LLC (for tax and business consulting services).

Differentiator

Problem solved

Functional benefit

Products and services

• Audit + Assurance Services Provides audit and assurance services for businesses, including audited financial statements, for organizations requiring financial reporting and compliance support.
• Business Tax Planning + Preparation Comprehensive tax planning and preparation services for businesses to optimize tax positions and ensure compliance.
• Client Accounting + Advisory Services Outsourced accounting and business advisory services to help businesses manage their financial operations and strategic planning.
• Estate + Trust Tax Tax planning and compliance services for estates and trusts, including elder care services, targeted at individuals and families.
• Individual Tax Planning + Preparation Tax planning and preparation services for individuals and families.
• International Tax Tax advisory services for businesses and individuals with international tax obligations and cross-border transactions.
• Mergers + Acquisitions Advisory services supporting business acquisitions, mergers, and strategic transactions for business decision-makers.
• SEC + Public Company Services Specialized services for SEC registrants and public companies including audit and advisory support.
• Superior Payroll Payroll processing and administration services offered through Superior Payroll, LLC, an affiliated company of the firm.
• IRS Representation + Tax Problem Resolution Representation and resolution services for taxpayers facing IRS issues and tax problems.
• Valuation + Litigation Support Business valuation and litigation support services for legal proceedings and disputes.

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• Offit & Roth P.A.coreStrategic or Co-development Partner · 27 June 2026Offit & Roth P.A. has joined RRBB and will now be known as RRBB. This merger expands RRBB's advisory platform into Maryland, bringing additional expertise and client relationships to the combined firm.
• BDO Alliance USAcoreChannel Partner/ Reseller/ DistributorRRBB is an independent member of BDO Alliance USA, providing access to national and international resources while maintaining independent operations. This affiliation provides broader capabilities and referral network.
• Crete Professionals AlliancecoreChannel Partner/ Reseller/ DistributorRRBB operates as part of Crete Professionals Alliance, an independent member firm structure that provides access to global accounting and advisory resources while maintaining local autonomy.
• PrimeGlobalminorChannel Partner/ Reseller/ DistributorRRBB maintains affiliation with PrimeGlobal, another international accounting association, supporting Ukraine through PrimeGlobal initiatives.
• Kleespies, Horwitz & Associates, LLCcoreStrategic or Co-development PartnerRRBB acquired Kleespies, Horwitz & Associates, LLC, expanding the firm's capabilities and client base with teams known for technical depth and people-first approach.
• Gail Rosen CPA PCcoreStrategic or Co-development PartnerRRBB acquired Gail Rosen CPA PC, adding another respected practice with long-standing client relationships to the combined firm.
• Superior Payroll, LLCminorStrategic or Co-development PartnerSuperior Payroll, LLC was acquired and integrated into RRBB, providing expanded payroll services to clients under the Superior Payroll brand.

Scale indicators1 record

Recent moves9 records

Expansion highlights6 records

Direct peers

• BDO USA: BDO USA is the US arm of BDO Global and the anchor of the BDO Alliance USA network to which RRBB belongs. Both serve mid-market businesses with audit, tax, and advisory services at comparable scale and pricing tier, making BDO the closest reference for both capability benchmarking and the alliance's referral dynamics.
• Anchin, Block & Anchin: Anchin is a mid-sized New York City-based accounting firm with comparable audit, tax, and advisory services targeting privately-held businesses and HNW individuals. The NY/NJ geographic overlap and similar client profile make it a directly comparable peer.
• EisnerAmper: EisnerAmper is a large Northeast-based accounting and advisory firm with comparable audit, tax, and advisory services for mid-market and HNW clients. Its NJ/NY presence and similar service breadth place it in direct competition with RRBB for the same client profiles.
• Citrin Cooperman: Citrin Cooperman is a Northeast-based mid-market accounting and advisory firm with a comparable service portfolio (audit, tax, advisory, M&A) and similar roll-up growth strategy. Both target privately-held businesses and HNW individuals in overlapping geographies.
• Crowe LLP: Crowe is a top-10 US accounting firm with a comparable mid-market audit, tax, and advisory service mix. Both serve privately-held businesses and have grown through regional firm consolidation, with overlapping client profiles in financial services and manufacturing.
• Forvis (formerly FORVIS Mazars): Forvis is a top-10 US accounting firm formed from the merger of two regional firms, providing audit, tax, and advisory services to mid-market clients. Its scale and growth-via-merger trajectory closely mirror RRBB's stated strategy and target segment.
• Marcum LLP: Marcum is a top-15 US accounting firm with strong Northeast presence and similar mid-market audit, tax, and advisory service mix to RRBB. Both compete for the same privately-held business and HNW client base in the NY/NJ corridor and have grown substantially via mergers of regional firms.
• Baker Tilly US: Baker Tilly is a top-10 US accounting firm with a mid-market focus and full-service audit, tax, and advisory offering similar to RRBB. Both compete for the same privately-held business segment and have grown via regional firm acquisitions.
• Withum: Withum is a top-30 US accounting firm headquartered in New Jersey with a comparable full-service practice spanning audit, tax, advisory, and digital services for mid-market clients. The geographic overlap in NJ and the similar service mix make Withum a directly comparable peer.

Broad incumbents

• KPMG US (mid-market practice): KPMG is a Big 4 firm that explicitly refers mid-market clients down to alliance and regional firms (as evidenced by RRBB's SurgeX client being originally referred by a Big 4 firm). KPMG's mid-market practice competes for the same audit and tax work and represents both a competitor and a referral source for RRBB.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Offit-and-Roth-PA-157442130956915
• LinkedInlinkedin.com/company/offit-and-roth-p.a.

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Offit and Roth