Our

History

For years, Donlan Goldman & Roth, PC has been providing quality, personalized financial guidance to local individuals and privately-owned businesses. Donlan Goldman & Roth, PC’s expertise ranges from tax management, consulting and accounting services to more in-depth services such as financial statements and financial planning.

By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs through research and sound analysis. Donlan Goldman & Roth, PC is dedicated to meeting these goals with high standards of excellence and professionalism.


Our dedication to hard work has earned the respect of the business and financial community. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Donlan Goldman & Roth, PC receive competent and timely advice.

Our

TEAM

Responsibilities
Brian provides professional services in accounting, tax, and advisory services for clients. Brian works closely with his clients on helping them run their businesses. His clients are closely held businesses and their owners.
Experience
Brian started in public accounting and departed for a controller position in an Advertising Agency. He eventually co-founded and became the Chief Financial Officer of TFA Communications, LLC. and sold this business to Leo Burnett in 1998. After 2.5 years as Chief Financial Officer of Leo Burnett Technology, LLC, he returned to the public accounting industry with substantial experience in starting, managing, and selling a business.

Education and Professional Affiliations

 Member of the American Institute of Certified Public Accountants 
 Member of the Illinois CPA Society
 Board Member and Board Chairman of Trinity High School (2003-2014) 
 Bachelor’s Degree in Accountancy, DePaul University 

Responsibilities
Kelley works closely with business owners in organizing their financial data, completing writeup work, financial statements and preparing tax returns. She is also heavily involved in the preparation of complex tax engagements and helping clients manage and forecast their taxes; as well as, the implementation and training of new software and firm best practices.
Experience
After completing her undergraduate degree in History, Kelley joined the firm gaining first-hand experience while completing her Master’s degree and CPA.

Education and Professional Affiliations

 Bachelor of Liberal Arts & Sciences, University of Illinois at Urbana-Champaign
 Master of Accounting, Dominican University
 Certified Public Accountant
 Member of the American Institute of Certified Public Accountants
 Member of the Illinois CPA Society

Responsibilities
Dan provides accounting, income tax, and general consulting services to his clients.  With vast experience in complex tax issues, Dan is often able to save clients substantial tax dollars in the areas of tax compliance and tax planning.  In addition to helping his clients have a strong internal accounting function and a solid business plan, his special income tax expertise helps guide clients through unique tax issues such as understanding operating agreements, IRC Section 1031 exchanges, cost segregation studies, step-up adjustments, and business sale and acquisition agreements.

Experience
Dan has spent his entire career in public accounting.  His first sixteen years were spent specializing in income taxes as a member of the tax department of four large CPA firms including ten years with very large, second-tier, national CPA firms.  Having gained a wealth of income tax knowledge, he transitioned to a CPA firm that allowed him to additionally develop his accounting and consulting skills so as to offer a wider breath of business knowledge to his clients.

Education and Professional Affiliations

 Member of the American Institute of Certified Public Accountants
 Member of the Illinois CPA Society
 Bachelor of Science (BS) in Accountancy, DePaul University
 Master of Science in Taxation (MST), DePaul University

Responsibilities
Erik is a partner in the accounting firm of Donlan, Goldman & Roth, P.C. Donlan, Goldman & Roth, P.C. is a full-service public accounting firm, which provides accounting, tax and consulting services for privately owned businesses. Erik’s areas of concentration include income tax preparation and planning, financial statement preparation, management consulting, and retirement/estate planning for high-income professionals and small business owners.
Experience
Erik has over 35 years of experience in the public accounting sector concentrating on tax preparation, financial statement preparation and business consulting & 30 years of being a financial representative with Cetera Financial Specialists.
Education and Professional Affiliations

 Bachelor of Science in Accounting from the University of Illinois-Champaign-Urbana
 Member of the American Institute of Certified Public Accountants
 Member of the Illinois CPA Society
 Series 6, 63 & 65 licenses. Affiliated with Cetera Financial Specialists as a licensed representative.

Responsibilities
Eryana provides professional services in accounting, related tax services, payroll, and sales tax reporting. She works closely with business owners to help them navigate the fast-changing business climate.
Experience
Eryana is from Chicago and made the decision to pursue accounting in her senior year of high school. After graduating from UIC, she began her career as a Junior Accountant for a small chain of Restaurants in Chicago. In a search for something more challenging, she became a member of the firm in 2016.
Education and Professional Affiliations

 Master of Science in Accounting, Northeastern Illinois University
 Bachelor of Science in Accounting, University of Illinois at Chicago
 Treasurer (2016-2018), Assyrian Student Association of Chicago

Responsibilities
Brooke is a part of the admin staff at Donlan Goldman and Roth, PC. She has been with the company since 2015. Along with Jen Smith, Brooke helps to manage billing, assembly and in-firm organization and communication.
Education and Professional Affiliations

 Graduated from the University of Illinois at Urbana-Champaign in 2012 with a BFA.

Responsibilities
Sean is responsible for Tax Assembly & Mailing, General Client Communications, and Office Administrative. 

Education
Bradley University, 2018 (B.S)

Responsibilities
Brian provides professional services in accounting, tax, and advisory services for clients. Brian works closely with his clients on helping them run their businesses. His clients are closely held businesses and their owners.
Experience
Brian started in public accounting and departed for a controller position in an Advertising Agency. He eventually co-founded and became the Chief Financial Officer of TFA Communications, LLC. and sold this business to Leo Burnett in 1998. After 2.5 years as Chief Financial Officer of Leo Burnett Technology, LLC, he returned to the public accounting industry with substantial experience in starting, managing, and selling a business.

Education and Professional Affiliations

 Member of the American Institute of Certified Public Accountants 
 Member of the Illinois CPA Society
 Board Member and Board Chairman of Trinity High School (2003-2014) 
 Bachelor’s Degree in Accountancy, DePaul University 

Responsibilities
Kelley works closely with business owners in organizing their financial data, completing writeup work, financial statements and preparing tax returns. She is also heavily involved in the preparation of complex tax engagements and helping clients manage and forecast their taxes; as well as, the implementation and training of new software and firm best practices.
Experience
After completing her undergraduate degree in History, Kelley joined the firm gaining first-hand experience while completing her Master’s degree and CPA.

Education and Professional Affiliations

 Bachelor of Liberal Arts & Sciences, University of Illinois at Urbana-Champaign
 Master of Accounting, Dominican University
 Certified Public Accountant
 Member of the American Institute of Certified Public Accountants
 Member of the Illinois CPA Society

Responsibilities
Dan provides accounting, income tax, and general consulting services to his clients.  With vast experience in complex tax issues, Dan is often able to save clients substantial tax dollars in the areas of tax compliance and tax planning.  In addition to helping his clients have a strong internal accounting function and a solid business plan, his special income tax expertise helps guide clients through unique tax issues such as understanding operating agreements, IRC Section 1031 exchanges, cost segregation studies, step-up adjustments, and business sale and acquisition agreements.

Experience
Dan has spent his entire career in public accounting.  His first sixteen years were spent specializing in income taxes as a member of the tax department of four large CPA firms including ten years with very large, second-tier, national CPA firms.  Having gained a wealth of income tax knowledge, he transitioned to a CPA firm that allowed him to additionally develop his accounting and consulting skills so as to offer a wider breath of business knowledge to his clients.

Education and Professional Affiliations

 Member of the American Institute of Certified Public Accountants
 Member of the Illinois CPA Society
 Bachelor of Science (BS) in Accountancy, DePaul University
 Master of Science in Taxation (MST), DePaul University

Responsibilities
Erik is a partner in the accounting firm of Donlan, Goldman & Roth, P.C. Donlan, Goldman & Roth, P.C. is a full-service public accounting firm, which provides accounting, tax and consulting services for privately owned businesses. Erik’s areas of concentration include income tax preparation and planning, financial statement preparation, management consulting, and retirement/estate planning for high-income professionals and small business owners.
Experience
Erik has over 35 years of experience in the public accounting sector concentrating on tax preparation, financial statement preparation and business consulting & 30 years of being a financial representative with Cetera Financial Specialists.
Education and Professional Affiliations

 Bachelor of Science in Accounting from the University of Illinois-Champaign-Urbana
 Member of the American Institute of Certified Public Accountants
 Member of the Illinois CPA Society
 Series 6, 63 & 65 licenses. Affiliated with Cetera Financial Specialists as a licensed representative.

Responsibilities
Eryana provides professional services in accounting, related tax services, payroll, and sales tax reporting. She works closely with business owners to help them navigate the fast-changing business climate.
Experience
Eryana is from Chicago and made the decision to pursue accounting in her senior year of high school. After graduating from UIC, she began her career as a Junior Accountant for a small chain of Restaurants in Chicago. In a search for something more challenging, she became a member of the firm in 2016.
Education and Professional Affiliations

 Master of Science in Accounting, Northeastern Illinois University
 Bachelor of Science in Accounting, University of Illinois at Chicago
 Treasurer (2016-2018), Assyrian Student Association of Chicago

Responsibilities
Brooke is a part of the admin staff at Donlan Goldman and Roth, PC. She has been with the company since 2015. Along with Jen Smith, Brooke helps to manage billing, assembly and in-firm organization and communication.
Education and Professional Affiliations

 Graduated from the University of Illinois at Urbana-Champaign in 2012 with a BFA.

Responsibilities
Sean is responsible for Tax Assembly & Mailing, General Client Communications, and Office Administrative.

Education
Bradley University, 2018 (B.S)