Business Tax
Local, state, federal and international tax – we’ve got you covered.
Kaufman Rossin’s federal tax specialists provide consulting and compliance services to consolidated C corporations, S corporations and other pass-through entities. In addition to our extensive federal tax team, we have experts who specialize in international, state and local tax issues.
Florida’s distinctive combination of sales tax, telecommunications tax, corporate income tax, ad valorem taxation, documentary stamp tax and intangible tax can be daunting. If your business operates in several states, your tax situation becomes even more intricate. Our tax professionals prepare returns for all 50 U.S. states. We help clients navigate – and benefit from – the different tax rules in each state.
Our highly specialized international tax services include structuring overseas investments to minimize U.S. taxation, helping foreign investors make tax-smart business decisions, and much more.
Kaufman Rossin has played an important part in helping us expand our company over the last 12 years. Their financial and tax expertise along with their advisory services have far exceeded expectations.
-Jenny Nardone
Kaufman Rossin’s tax specialists assist our entrepreneurial and corporate clients with:
- Tax planning and analysis
- Federal, state and local income tax preparation
- Multi-state tax compliance and consulting
- International tax consulting
- Sales tax
- Real Estate Investment Trusts (REIT) compliance
- Mergers and acquisitions
- Tax deferral strategies for sale transactions
- Assistance in structuring partnerships and LLC operating agreements
- Debt allocation and planning
- Reporting for sale/leaseback structuring
- 1031 exchanges
- Accounting for income taxes (ASC 740)
Key Contacts
J. Michael Custer, CPA
Principal, Tax
J. Michael Custer leads the firm’s tax services practice by providing the best working environment for both his staff and his clients.
He joined Kaufman Rossin in 2001, with more than three decades of experience helping corporations and individuals plan and implement tax saving strategies. His …
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Louis Balbirer, MST, CPA
Principal, Tax
Louis Balbirer is a principal in Kaufman Rossin's tax services practice and the leader of the firm's technology industry advisory group.
Recognized by the South Florida Business Journal as a Key Partner in 2011, Louis has over 20 years of experience providing various tax and acco…
Adrian Alfonso, CPA
Principal, Tax
Adrian Alfonso joined Kaufman Rossin in 2015 and is a principal in the tax department. He has more than 20 years of experience providing accounting, business advisory, and tax services to clients, including corporations, high net worth individuals, and family-owned corporate and partnership entit…
Evan Morgan, CPA
Principal, Tax
Evan Morgan is a principal in Kaufman Rossin's tax advisory services department. Evan has decades of experience, providing income tax consulting and compliance services to business entities of various sizes in many industries, including construction, manufacturing, health care, professional s…
J. Michael Custer, CPA
Principal, Tax
J. Michael Custer leads the firm’s tax services practice by providing the best working environment for both his staff and his clients.He joined Kaufman Rossin in 2001, with more than three decades of experience helping corporations and individuals plan and implement tax saving strategies. His …
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Louis Balbirer, MST, CPA
Principal, Tax
Louis Balbirer is a principal in Kaufman Rossin's tax services practice and the leader of the firm's technology industry advisory group. Recognized by the South Florida Business Journal as a Key Partner in 2011, Louis has over 20 years of experience providing various tax and acco…
Adrian Alfonso, CPA
Principal, Tax
Adrian Alfonso joined Kaufman Rossin in 2015 and is a principal in the tax department. He has more than 20 years of experience providing accounting, business advisory, and tax services to clients, including corporations, high net worth individuals, and family-owned corporate and partnership entit…
Evan Morgan, CPA
Principal, Tax
Evan Morgan is a principal in Kaufman Rossin's tax advisory services department. Evan has decades of experience, providing income tax consulting and compliance services to business entities of various sizes in many industries, including construction, manufacturing, health care, professional s…
J. Michael Custer, CPA
Principal, Tax
J. Michael Custer leads the firm’s tax services practice by providing the best working environment for both his staff and his clients.He joined Kaufman Rossin in 2001, with more than three decades of experience helping corporations and individuals plan and implement tax saving strategies. His …
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Louis Balbirer, MST, CPA
Principal, Tax
Louis Balbirer is a principal in Kaufman Rossin's tax services practice and the leader of the firm's technology industry advisory group. Recognized by the South Florida Business Journal as a Key Partner in 2011, Louis has over 20 years of experience providing various tax and acco…
Adrian Alfonso, CPA
Principal, Tax
Adrian Alfonso joined Kaufman Rossin in 2015 and is a principal in the tax department. He has more than 20 years of experience providing accounting, business advisory, and tax services to clients, including corporations, high net worth individuals, and family-owned corporate and partnership entit…
Evan Morgan, CPA
Principal, Tax
Evan Morgan is a principal in Kaufman Rossin's tax advisory services department. Evan has decades of experience, providing income tax consulting and compliance services to business entities of various sizes in many industries, including construction, manufacturing, health care, professional s…
J. Michael Custer, CPA
Principal, Tax
J. Michael Custer leads the firm’s tax services practice by providing the best working environment for both his staff and his clients.He joined Kaufman Rossin in 2001, with more than three decades of experience helping corporations and individuals plan and implement tax saving strategies. His …
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Louis Balbirer, MST, CPA
Principal, Tax
Louis Balbirer is a principal in Kaufman Rossin's tax services practice and the leader of the firm's technology industry advisory group. Recognized by the South Florida Business Journal as a Key Partner in 2011, Louis has over 20 years of experience providing various tax and acco…
Adrian Alfonso, CPA
Principal, Tax
Adrian Alfonso joined Kaufman Rossin in 2015 and is a principal in the tax department. He has more than 20 years of experience providing accounting, business advisory, and tax services to clients, including corporations, high net worth individuals, and family-owned corporate and partnership entit…
Evan Morgan, CPA
Principal, Tax
Evan Morgan is a principal in Kaufman Rossin's tax advisory services department. Evan has decades of experience, providing income tax consulting and compliance services to business entities of various sizes in many industries, including construction, manufacturing, health care, professional s…
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