Welcome to Integrated Accounting Solutions
Pete and the team have joined IAS. Same office, same people.
Pete and the Rothman team have joined Integrated Accounting Solutions. You will continue working with the same team at the Newtown Square office, now supported by the broader IAS firm.
What Is Not Changing
Your office. Same location at 4615 West Chester Pike, Newtown Square, PA 19073. Same building, same door, same parking.
Your people. Pete staying onboard and so is the team you already work with: Bob Hackett, Morgan Re, Kevin Connery, Sandy Levengood and Carl Bangert.
Your fees. For the same scope of work, your fee will remain consistent with what you paid previously. We are not raising fees as part of this change. If your return or requested services change, we will explain any related fee change in writing before work begins.
Your phone number. Same number: (484) 428-3160.
Your returns and your history. Prior-year returns, workpapers, and filing history carry forward once we receive the completed Section 7216 consent you received in the mail.
What Is Changing?
Three things, and we will walk you through all three.
1. Email addresses. Our email addresses now end in @integratedsolutions.cpa. Your contact will send you their new address, and it is in your letter. Mail sent to your old Rothman address still reaches us, so nothing you have already sent is lost. Save the new address when you get it.
2. Where you send documents. Tax documents can now go through a secure client portal instead of email attachments. You will receive an invitation with login instructions. It takes a couple of minutes to set up. If you would rather drop off or mail the documents to the office, that still works.
3. Engagement letters. Beginning in January 2027, we will send an engagement letter confirming your services and fee for the year. It is sent electronically and takes a few minutes.
Nothing is required from you today. Everything else runs the way it has.
From the Managing Principal
If you have worked with Pete Rothman, you already know what good service looks like. Someone who knows your return, remembers your situation and gives you a straight answer. That is the standard we hold ourselves to.
Pete and the team have joined Integrated Accounting Solutions. You will see the same people, doing the same work in the same office, now with a larger bench behind them, deeper tax review, and services available if you ever need them.
You do not need to do anything today. We will reach out to you individually before your next filing. If something is unclear before then, call or email and we will answer it.
Daniel Kochka, CPA, CFE, MBA
Founder and Managing Principal
Integrated Accounting Solutions, LLC
What Happens Next
1. Nothing is required from you today. No form on this page, no deadline attached to it.
2. You’ll receive a letter and/or email. This will help you stay connected with us throughout the transition.
3. You will get a portal invitation with login instructions included.
4. Before your next return, we will confirm your scope and fee in writing. For the same scope of work, your fee will remain consistent with last year and will be stated in writing for your approval.
5. You keep working with the same people. Whoever has handled your account continues to handle it.
Five services, one team.
Available if you want them. Nothing is added to your engagement unless you ask.
Tax Preparation
Individual, business, trust, and estate returns, including state and local filings and estimated tax vouchers when they are part of your scope.
Tax Advisory
Proactive planning that looks ahead instead of reacting at filing season: projections, entity structure review, owner compensation strategy, and year-end planning.
Bookkeeping
Accurate, organized, and timely records such as transaction categorization, reconciliations, monthly financial statements, and a tax-ready year-end close.
The services in your engagement are limited to the specific proposal and engagement letter you receive.
Questions We Are Already Hearing
I went to the Rothman website and ended up here. Is that right?
Yes. Pete and the team are at Integrated Accounting Solutions now, and the Rothman web address points here. You are in the right place.
Do I have to go to a different office?
No. Same office at 4615 West Chester Pike, Newtown Square.
Are my fees going up?
No. For the same scope of work, your fee will remain consistent with last year and will be stated in writing for your approval.
Did anyone leave as part of the transition?
No. The people you worked with before the transition remain with the team.
Is Pete still involved?
Yes. Pete is staying on and so is the team you already work with: Bob Hackett, Morgan Re, Kevin Connery, Sandy Levengood, and Carl Bangert.
What is my new email address for the team?
Our email addresses now end in @integratedsolutions.cpa. Your contact will send you their new address, and it is also included in your letter. Messages sent to your old Rothman email address still reaches us, so nothing you have already sent is lost. Save the new address when you get it.
Daniel Kochka, CPA — daniel@integratedsolutions.cpa
Peter H. Rothman, CPA, Director of Tax Services — pete@integratedsolutions.cpa
Robert Hackett, CPA, Senior Manager — bob@integratedsolutions.cpa
Kevin J. Connery, CPA, Senior Manager — kevin@integratedsolutions.cpa
Carl Bangert – carl@integratedsolutions.cpa
David Dolitsky, Manager, Client Accounting Services — david@integratedsolutions.cpa
Julie King, Senior Associate, Client Accounting Services — julie@integratedsolutions.cpa
Morgan R. Re, Senior Associate — morgan@integratedsolutions.cpa
Grayson Kelts, Staff Associate — grayson@integratedsolutions.cpa
Sandra C. Levengood, Office Manager — sandra@integratedsolutions.cpa
Lexi Workman, Client Success Manager — alexandria@integratedsolutions.cpa
Why are you using a client portal?
The portal keeps everything in one place, making it easier and faster to send documents, communicate with our team, and keep your work moving without the back-and-forth of email. The portal takes a couple of minutes to set up, and you can upload documents whenever it’s convenient for you. Paper at the office still works if you prefer it.
Do I need to sign anything new?
We’ll be sending engagement letters out beginning in January 2027. You don’t need to do anything right now. We’ll reach out when yours is ready. It is sent electronically and takes a few minutes.
Who is actually preparing my return?
The same people, under CPA review.
What happens to my prior year returns and records?
They carry forward and stay accessible to you. If you want copies at any point, ask and we will provide them.
Do I have to add bookkeeping or CFO services?
No. If your engagement has been tax only, it stays tax only unless you ask for something more.
I have an IRS or state notice, or something urgent. What do I do?
Call (484) 428-3160 as soon as possible. If you already have access to the IAS client portal, upload the complete notice there. If you do not yet have portal access, call us and we will provide a secure way to send it. Please have the response deadline available when you contact us.
How To Reach Us
Integrated Accounting Solutions, LLC
4615 West Chester Pike, Newtown Square, PA 19073
(484) 428-3160
hello@integratedsolutions.cpa