"We’ve been working with Kaufman Rossin for close to 20 years, and they have consistently been professional, knowledgeable, and responsive. Their team knows our business, is always there when we need them, and provides excellent advice. After nearly two decades, they continue to earn our trust."

"I wanted to lower my taxes and Michael offered me a strategy that was unique to Kaufman and Rossin and ended up saving me thousands in taxes by generating short term losses while still growing my portfolio."

"My son recommended that I meet with Lisa at Kaufman Rossin. At the time, I had been experiencing numerous issues with my prior CPAs. One of my biggest frustrations was often finding out at the last minute that I owed significantly more in taxes than I expected, which made planning very difficult. Because my income could fluctuate considerably from year to year, I also faced repeated audits, which were extremely time-consuming and stressful. Lisa and the team at Kaufman Rossin took the time to understand my situation and recommended converting my business to an S Corporation. That change helped create a much more stable and predictable income structure and significantly improved my overall tax planning. Since making that change, I haven't had to deal with the same recurring audit issues, and I now have far greater confidence and visibility into my taxes. The difference in both planning and service has been substantial."

"The team at Kaufman Rossin are the best in the business! They take care of my needs and work in a proactive fast efficient manner. I highly recommend them."

"As a fairly new RIA, our biggest challenge was navigating complex, evolving regulatory requirements and building a bulletproof compliance program without overwhelming our internal resources. Illeana Perez, Scott Demar, and Bao Nguyen stepped in as true strategic partners, bringing invaluable technical expertise and diligence directly into our compliance workflow. As a result, we have streamlined our oversight processes, gained complete confidence in our regulatory readiness, and freed up critical bandwidth to focus on growing our business."

"The previous audit firm was very vague with very few observations. Auditors in charged were very rude and lack professionalism and sometimes knowledge. With KR we solve all these problems. In addition, the support of partners like Heidy Duarte adds a lot of value. Heidy has been always willing to listen to Management concerns and has been there to ensure the audits are properly managed, and they add value to the Branch."

"As we were starting on our business there was little knowledge on the overall requirements, operational and regulatory, Kaufman Rossin's team has helped us every step of the way"

"I had an unexpected tax issue arise from a former employer’s non-reporting. The KR team was thorough in reviewing the impact and assisting in explaining the matter to the employer and some nuances not previously understood by the employer. The matter was resolved without additional tax exposure."

"Managing multiple family trusts, partnerships, business entities, tax filings, distributions, and the financial matters surrounding our estates can become very complex. I needed an accounting firm that could understand how all of these pieces fit together and be available when questions arose, particularly after costly mistakes had been made by our former CPAs. Kaufman Rossin has provided that guidance. Their team has helped us navigate complicated trust and tax matters, coordinate distributions and tax payments, and work through the financial issues associated with our family estates and family businesses. Just as importantly, they have been responsive and accessible when decisions needed to be made. The result has been greater confidence that these matters are being handled thoughtfully, accurately, and with an understanding of our family’s overall financial picture."

"Our previous firm was acquired by a larger national firm and our level of service and attention to detail declined significantly. After hiring Kaufman Rossin it was a 360° turnaround and now we feel like we’re getting the right advice, service, and attention."