Patricia Roth, CPA Specializing in Social Security
Patricia Roth
CPA, WOB Accountants and Advisors
Professional Profile
Patricia Roth is a highly respected CPA at WOB Accountants and Advisors in Ohio, bringing nearly 30 years of expertise in federal, state, and local income tax preparation for both businesses and individuals. Recognizing the complexities of Social Security and Medicare, Patricia became a Social Security Advisor to better serve her clients and fellow CPAs. She is dedicated to providing valuable guidance to those planning for retirement or navigating their Social Security options. Patricia’s extensive knowledge not only enhances her role as a CPA but also positions her as a trusted resource for clients seeking clarity and confidence in their financial futures. Choose Patricia Roth for reliable, knowledgeable, and compassionate support in navigating the intricacies of Social Security and retirement planning.
As a holder of the NSSA® Social Security certification, Patricia Roth brings specialized knowledge of Social Security planning to every client relationship.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.