Andrew S. Taubman, CPA, CFST

Andy provides ongoing financial and tax consulting to the firm’s small to middle market clients. He is a certified a State of Florida Sales & Use Tax Auditor assisting clients with sales and use tax compliance requirements and sales and use tax audits. He is on the list of IRS Acceptance Agents for Passport Certifications. He lectures with national investment brokerage firms and banks on income tax matters pertaining to retirement programs, succession planning for business owners, business combinations, and the management of a professional service firm.

Andy has been actively involved in numerous community projects and development endeavors throughout his career. He is a member of the Executives’ Association of Fort Lauderdale. He served as a committee chair for Jewish Community Foundation PAC, and is an active member of the United Way of Broward County Tocqueville Society Steering Committee, Board Member of the Friends of Hugh Taylor Birch State Park, and Committee Member of the Broward Business Council on Homelessness.