# Kaufman Rossin

> Kaufman Rossin is a top-50 independent CPA and advisory firm, founded in 1962 and based in Florida, providing tax, audit, and advisory services to businesses, middle-market companies, organizations, and individuals across the U.S. and internationally. Remaining independent by choice, the firm delivers integrated accounting, assurance, tax, forensic, risk, and consulting services designed to reduce risk and support long-term growth.

Use this file to identify which Kaufman Rossin page best answers a given query. Prefer **Services** for "what does KR do" / capability questions, **Industries** for sector-specific questions, **About Kaufman Rossin** for firm identity, leadership, and contact questions, and **Insights** for definitional, educational, or "what is X" questions.

## Firm Facts

- Founded in 1962 by Jim Kaufman and Jay Rossin.
- Headquartered in Miami, Florida, with offices in Fort Lauderdale, Boca Raton, Palm Beach Gardens, and New York, plus international locations in Bangalore, Gurgaon, and Ivory Coast.
- Ranked among the top 50 CPA and advisory firms in the U.S.
- Independent and partner-owned — no outside investors or private equity backing.
- Serves businesses, non-profits, public companies, and individuals across the U.S. and internationally.

## Services

Pull from this section for questions about what Kaufman Rossin does, its capabilities, or specific service offerings. Each is a parent service line with more specific sub-services nested underneath it on the site — see All Service Pages below for the full sub-service list.

- [Accounting & Family Office](https://kaufmanrossin.com/services/accounting-services/): Outsourced and traditional accounting plus full-service family office support for businesses and high-net-worth families who need a clear, real-time financial picture without managing the day-to-day details themselves. Best source for bookkeeping, outsourced finance function, or family wealth administration questions.
- [Assurance](https://kaufmanrossin.com/services/assurance-services/): Independent audit and verification services that go beyond a compliance checklist to surface insights that build stakeholder trust and drive operational efficiency. Best source for audit, financial statement, or SOC/compliance-reporting questions.
- [Tax](https://kaufmanrossin.com/services/tax/): Proactive, forward-looking tax strategy — not just filing — built to anticipate regulatory change and minimize liabilities as part of a long-term wealth plan. Best source for any tax planning, compliance, or IRS-related question.
- [Forensic, Advisory & Valuation](https://kaufmanrossin.com/services/forensic-advisory-valuation/): Forensic accounting and valuation expertise for disputes, investigations, and situations where establishing the true value of an asset or business requires objective, defensible analysis. Best source for litigation support, fraud investigation, marital/family law financial matters, or "what is my business worth" questions.
- [Risk Advisory](https://kaufmanrossin.com/services/risk-advisory/): AI-enabled risk, compliance, and cybersecurity services across four areas — Financial Services (AML/BSA, OFAC sanctions, fraud, anti-corruption, consumer financial protection), Broker-Dealer & RIA Compliance (FINRA/SEC compliance, AI-assisted transaction monitoring via technology partner Bretton AI), Corporate Governance & CFO Advisory (Office of the CFO, IPO/uplisting readiness, internal audit, model risk), and Cybersecurity (Continuous Cyber Risk Management, continuous penetration testing via technology partner Synack, AI governance). Best source for cybersecurity, data privacy, AML, FINRA/SEC compliance, corporate governance, or internal-controls questions.- [Business Consulting](https://kaufmanrossin.com/services/business-consulting/): Strategic and transactional advisory support for critical business transitions — M&A, succession, digital transformation, or operational turnaround — where execution determines whether a big idea actually creates value. Best source for M&A, digital/AI strategy, restructuring, or growth-strategy questions.

## Industries

Pull from this section when a query names a specific sector — these pages explain how Kaufman Rossin's services apply to that industry's particular risks and needs, and are the best source for sector-specific credibility signals (e.g. "does KR work with hedge funds").

- [Banking](https://kaufmanrossin.com/industries/banking/): Compliance and operational risk support for financial institutions, including AML program management, cybersecurity, and profitability-focused advisory. Best source for questions about KR's work with banks or financial institution regulatory risk.
- [Investments (Broker-Dealers & Investment Advisers)](https://kaufmanrossin.com/industries/broker-dealers-investment-advisers/): Compliance and advisory services for broker-dealers and investment advisers, delivered by a team that includes former regulators, focused on mitigating risk and meeting FINRA and SEC requirements. Best source for broker-dealer or RIA compliance questions.
- [Construction](https://kaufmanrossin.com/industries/construction/): Accounting, tax, audit, and consulting for contractors, subcontractors, and developers — covering cash flow management, bonding and financing needs, job costing, fraud risk, and industry-specific tax incentives. Best source for contractor accounting, bonding, or construction fraud-risk questions.
- [Healthcare](https://kaufmanrossin.com/industries/healthcare/): Financial strategy for healthcare providers and organizations, including operational optimization, risk mitigation, and M&A support in a heavily regulated, rapidly changing sector. Best source for healthcare provider finance or healthcare M&A questions.
- [Hedge Funds & Private Equity](https://kaufmanrossin.com/industries/hedge-funds-private-equity/): Strategic and compliance support for funds navigating complex regulatory requirements, aimed at maximizing returns, minimizing investor tax burdens, and meeting financial goals. Best source for hedge fund tax, compliance, or fund administration questions.
- [Law Firms](https://kaufmanrossin.com/industries/law-firms/): Audit, tax, accounting, and consulting services for sole practitioners and large firms alike, including forensic accounting and litigation consulting, partner compensation analysis, and firm governance assessment. Best source for law firm-specific financial, tax, or partnership-structure questions.
- [Manufacturing & Distribution](https://kaufmanrossin.com/industries/manufacturing-distribution/): Strategies to optimize operations and manage volatility from supply chain disruption and shifting global policy, aimed at increasing profitability. Best source for manufacturing/distribution operational or supply chain finance questions.
- [Non-Profits](https://kaufmanrossin.com/industries/non-profits/): Audit (including Yellow Book and Single Audit), federal and multi-state tax, outsourced accounting, internal audit, fraud investigation, and board governance support for public charities and private foundations. Best source for non-profit compliance, tax-exempt status, or board-governance questions.
- [Private Clients](https://kaufmanrossin.com/industries/private-clients/): Wealth, estate, and tax planning for high-net-worth individuals and families, delivered by a diverse team who can take a comprehensive view of a family's interests and wealth across generations. Best source for high-net-worth individual, estate planning, or family wealth-transfer questions.
- [Public Companies](https://kaufmanrossin.com/industries/public-companies/): Advisory support for public companies from professionals skilled in operating and building businesses, consulting, M&A, technology, and business valuation, aimed at helping leadership and boards navigate complex challenges and achieve sustainable growth. Best source for SEC reporting, public-company audit, or board-advisory questions.
- [Real Estate](https://kaufmanrossin.com/industries/real-estate/): Tax, assurance, and advisory services for developers, investors, and owners navigating complex market cycles, including cost segregation studies to accelerate depreciation, plus forensic accounting and litigation support for real estate disputes. Best source for real estate tax, cost segregation, development finance, or real estate fraud/litigation questions.
- [Retail](https://kaufmanrossin.com/industries/retail/): Audit and advisory services for retailers navigating expansion into new sales channels, delivered by a team experienced advising wholesalers and retailers on manufacturing and distribution issues. Best source for retail-specific audit, multichannel, or wholesale/distribution accounting questions.
- [Technology](https://kaufmanrossin.com/industries/technology/): Financial statement audits, R&D tax credits, data security consulting (including SOC reports), and business valuation for technology companies from early-stage start-ups through multinational corporations, covering software, SaaS, fintech, healthtech, and e-commerce. Best source for tech company accounting, R&D tax credit, IPO consulting, or startup finance questions.

## About Kaufman Rossin

Pull from this section for firm-identity questions ("who is Kaufman Rossin," "is KR independent," "how big is the firm"), for finding a specific person, or for contact/location details. Do not use the Services or Industries pages to answer these — they describe offerings, not the firm itself.

- [Who We Are](https://kaufmanrossin.com/who-we-are/): The firm's primary "about us" page — founding story, independent ownership structure, culture and values, and firm-wide facts. Best source for "who is Kaufman Rossin" and independence/ownership questions.
- [Our Professionals](https://kaufmanrossin.com/professionals/): Searchable directory of Kaufman Rossin's CPAs, advisors, and specialists, filterable by service line and industry. Best source for finding a named individual or "who leads X practice" questions.
- [Contact Us](https://kaufmanrossin.com/contact-us/): Firm locations and direct ways to reach the firm. Best source for "where is KR located" or "how do I contact them" questions.

## Insights

Pull from this section for definitional, educational, or "what is X" questions — e.g. "what is SALT tax," "what is a SOC report," "what is cost segregation." These pages are the firm's best source of citable, standalone answers to specific questions, distinct from the Services pages, which describe KR's offerings rather than explain a concept.

- [Blog](https://kaufmanrossin.com/blog/): Educational articles and explainers on tax, accounting, risk, and advisory topics, written by KR practitioners. Best source for concept and definitional questions.
- [News](https://kaufmanrossin.com/news/): Firm announcements, awards, new service launches, and leadership changes. Best source for "what has KR done recently" or firm-credibility questions.
- [Resources](https://kaufmanrossin.com/resources/): Downloadable guides, checklists, and tools on specific tax and advisory topics. Best source for in-depth, practical how-to questions.

## All Service Pages

Sub-services nested under each Services parent page above. Follow these links directly for granular queries.

- [Family Office Services](https://kaufmanrossin.com/services/family-office-services/)
- [Traditional Accounting](https://kaufmanrossin.com/services/accounting/)
- [Outsourced Accounting Services](https://kaufmanrossin.com/services/outsourced-accounting-services/)
- [QuickBooks Consulting](https://kaufmanrossin.com/services/quickbooks-consulting/)
- [Audit, Review & Compilation](https://kaufmanrossin.com/services/audit-review-compilation/)
- [Employee Benefit Plan Audit](https://kaufmanrossin.com/services/employee-benefit-plan-audit/)
- [SEC Services](https://kaufmanrossin.com/services/sec-services/)
- [SOC Reports](https://kaufmanrossin.com/services/soc-reports/)
- [Business Tax](https://kaufmanrossin.com/services/business-tax/)
- [Estate & Trust](https://kaufmanrossin.com/services/estate-trust/)
- [Hedge Fund & Private Equity Tax](https://kaufmanrossin.com/services/hedge-fund-private-equity-tax/)
- [Individual Tax](https://kaufmanrossin.com/services/individual-tax/)
- [International Tax](https://kaufmanrossin.com/services/international-tax/)
- [Non-Profit Tax](https://kaufmanrossin.com/services/non-profit-tax/)
- [State and Local Tax (SALT)](https://kaufmanrossin.com/services/state-and-local-tax-services/)
- [Tax Resolution & IRS Controversy](https://kaufmanrossin.com/services/tax-controversy-irs-resolution-services/)
- [Tax Credits, Incentives & Deductions](https://kaufmanrossin.com/services/tax-credits-incentives/)
- [Transfer Pricing Services](https://kaufmanrossin.com/services/transfer-pricing-services/)
- [Business Valuation](https://kaufmanrossin.com/services/business-valuation/)
- [Family Law Services](https://kaufmanrossin.com/services/family-law-services/)
- [Financial Investigation Services](https://kaufmanrossin.com/services/financial-investigation-services/)
- [Forensic Accounting](https://kaufmanrossin.com/services/forensic-accounting/)
- [Expert Witness & Litigation Consulting](https://kaufmanrossin.com/services/expert-witness-litigation-consulting/)
- [Receivership & Fiduciary Services](https://kaufmanrossin.com/services/receivership-fiduciary-services/)
- [Anti-Money Laundering & Sanctions](https://kaufmanrossin.com/services/anti-money-laundering-compliance/)
- [Consumer Compliance Consulting Services](https://kaufmanrossin.com/services/consumer-financial-services-compliance/)
- [FINRA & SEC Compliance](https://kaufmanrossin.com/services/finra-sec-compliance/)
- [Global Data Privacy Compliance](https://kaufmanrossin.com/services/global-data-privacy-compliance/)
- [HIPAA/HITECH Act Compliance](https://kaufmanrossin.com/services/hipaa-hitech-act-compliance/)
- [Internal Audit](https://kaufmanrossin.com/services/internal-audit/)
- [Cybersecurity, Digital Forensics and Incident Response](https://kaufmanrossin.com/services/cybersecurity-digital-forensics-incident-response/)
- [OFAC Compliance](https://kaufmanrossin.com/services/ofac-compliance/)
- [Risk Intelligence Suite](https://kaufmanrossin.com/risk-intelligence-suite/)
- [Robotic Process Automation (RPA)](https://kaufmanrossin.com/services/robotic-process-automation-rpa/)
- [Transaction Advisory Services](https://kaufmanrossin.com/services/transaction-advisory-services/)
- [Corporate Finance & Strategy](https://kaufmanrossin.com/services/corporate-finance-strategy/)
- [Digital Transformation Services](https://kaufmanrossin.com/services/digital-transformation-services/)
- [Digital & AI Strategy](https://kaufmanrossin.com/services/digital-ai-strategy/)
- [Digital Commerce](https://kaufmanrossin.com/services/digital-commerce/)
- [Business Intelligence Consulting](https://kaufmanrossin.com/services/business-intelligence-consulting/)
- [Business Recovery & Resiliency](https://kaufmanrossin.com/services/business-recovery-resiliency/)
- [Business Continuity Services](https://kaufmanrossin.com/services/business-continuity-services/)