Individual Tax
Want to pay more taxes?
We didn’t think so.
That’s why we do more than just complete your tax forms at the end of the year. In order to minimize the tax you pay, we help you with income tax planning. We keep abreast of all changes and developments in federal, state and local tax laws and advise you throughout the year, so you’ll be in the best possible position when it’s time to file your tax return.
Our network of contacts is exceptional, with former employees of both the IRS and the Florida Department of Revenue on our staff.
Kaufman Rossin’s tax specialists handle relations with the Internal Revenue Service and other government agencies, when that’s necessary. And, of course, we prepare all required tax filings, including returns for all 50 U.S. states.
Our individual tax clients rely on us for:
- Tax planning and tax compliance
- Preparation of state and federal income tax returns
- Preparation of estate and gift tax returns
- International tax consulting
- Post-mortem tax planning
- Representation before IRS for tax examinations
- Acting as a personal representative or trustee
- Assistance with qualified retirement plans and insurance planning
Our Professionals








Natalie Sands, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Natalie Sands has been with Kaufman Rossin since 1984 and is a principal in the entrepreneurial services department. She leads engagements for high-net worth individuals and entrepreneurs in a variety of industries, including construction, real estate, professional services and manufacturing &a…
Robert A. Stone, CPA, ABV, CFF
Principal, Senior Client Services
Miami
For more than four decades, Robert A. Stone has helped wealthy clients and entrepreneurs manage complex problems and capitalize on opportunities. His practice is grounded in audit, accounting, and tax services. He counsels clients on estate and trust planning, and mergers and acquisitions.
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
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…
Peter Stratos, MST, CPA
Principal, International Tax
Ft. Lauderdale
Peter Stratos is a principal in Kaufman Rossin's International Tax department where he provides extensive knowledge to his clients on international tax planning for both individual and corporate taxes.
Adrian Alfonso, CPA
Principal, Tax
Miami
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…
Erik J. Christianson
Director of Private Client Services, Tax
Miami
Erik Christianson is a director of private client services in Kaufman Rossin's tax services department. He specializes in tax planning and compliance for domestic and foreign high net worth families, providing tax advice in the areas of individuals, trusts, estate and gifts, partnerships, …
Claudia Sotolongo Gonzalez, CPA
Associate Principal, Tax
Miami
Claudia is an associate principal and director of private client services in Kaufman Rossin's tax services department. She provides a variety of federal and international tax compliance, planning and consulting services for high-net worth individuals and expatriates both within and outside of…
Louis Balbirer, MST, CPA
Principal, Tax
Boca Raton
Louis Balbirer is a principal in Kaufman Rossin's tax services practice and the leader of the firm's technology industry advisory group.








Natalie Sands, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Natalie Sands has been with Kaufman Rossin since 1984 and is a principal in the entrepreneurial services department. She leads engagements for high-net worth individuals and entrepreneurs in a variety of industries, including construction, real estate, professional services and manufacturing &a…
Robert A. Stone, CPA, ABV, CFF
Principal, Senior Client Services
Miami
For more than four decades, Robert A. Stone has helped wealthy clients and entrepreneurs manage complex problems and capitalize on opportunities. His practice is grounded in audit, accounting, and tax services. He counsels clients on estate and trust planning, and mergers and acquisitions.
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
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…
Peter Stratos, MST, CPA
Principal, International Tax
Ft. Lauderdale
Peter Stratos is a principal in Kaufman Rossin's International Tax department where he provides extensive knowledge to his clients on international tax planning for both individual and corporate taxes.
Adrian Alfonso, CPA
Principal, Tax
Miami
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…
Erik J. Christianson
Director of Private Client Services, Tax
Miami
Erik Christianson is a director of private client services in Kaufman Rossin's tax services department. He specializes in tax planning and compliance for domestic and foreign high net worth families, providing tax advice in the areas of individuals, trusts, estate and gifts, partnerships, …
Claudia Sotolongo Gonzalez, CPA
Associate Principal, Tax
Miami
Claudia is an associate principal and director of private client services in Kaufman Rossin's tax services department. She provides a variety of federal and international tax compliance, planning and consulting services for high-net worth individuals and expatriates both within and outside of…
Louis Balbirer, MST, CPA
Principal, Tax
Boca Raton
Louis Balbirer is a principal in Kaufman Rossin's tax services practice and the leader of the firm's technology industry advisory group.








Natalie Sands, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Natalie Sands has been with Kaufman Rossin since 1984 and is a principal in the entrepreneurial services department. She leads engagements for high-net worth individuals and entrepreneurs in a variety of industries, including construction, real estate, professional services and manufacturing &a…
Robert A. Stone, CPA, ABV, CFF
Principal, Senior Client Services
Miami
For more than four decades, Robert A. Stone has helped wealthy clients and entrepreneurs manage complex problems and capitalize on opportunities. His practice is grounded in audit, accounting, and tax services. He counsels clients on estate and trust planning, and mergers and acquisitions.
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
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…
Peter Stratos, MST, CPA
Principal, International Tax
Ft. Lauderdale
Peter Stratos is a principal in Kaufman Rossin's International Tax department where he provides extensive knowledge to his clients on international tax planning for both individual and corporate taxes.
Adrian Alfonso, CPA
Principal, Tax
Miami
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…
Erik J. Christianson
Director of Private Client Services, Tax
Miami
Erik Christianson is a director of private client services in Kaufman Rossin's tax services department. He specializes in tax planning and compliance for domestic and foreign high net worth families, providing tax advice in the areas of individuals, trusts, estate and gifts, partnerships, …
Claudia Sotolongo Gonzalez, CPA
Associate Principal, Tax
Miami
Claudia is an associate principal and director of private client services in Kaufman Rossin's tax services department. She provides a variety of federal and international tax compliance, planning and consulting services for high-net worth individuals and expatriates both within and outside of…
Louis Balbirer, MST, CPA
Principal, Tax
Boca Raton
Louis Balbirer is a principal in Kaufman Rossin's tax services practice and the leader of the firm's technology industry advisory group.








Natalie Sands, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Natalie Sands has been with Kaufman Rossin since 1984 and is a principal in the entrepreneurial services department. She leads engagements for high-net worth individuals and entrepreneurs in a variety of industries, including construction, real estate, professional services and manufacturing &a…
Robert A. Stone, CPA, ABV, CFF
Principal, Senior Client Services
Miami
For more than four decades, Robert A. Stone has helped wealthy clients and entrepreneurs manage complex problems and capitalize on opportunities. His practice is grounded in audit, accounting, and tax services. He counsels clients on estate and trust planning, and mergers and acquisitions.
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
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…
Peter Stratos, MST, CPA
Principal, International Tax
Ft. Lauderdale
Peter Stratos is a principal in Kaufman Rossin's International Tax department where he provides extensive knowledge to his clients on international tax planning for both individual and corporate taxes.
Adrian Alfonso, CPA
Principal, Tax
Miami
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…
Erik J. Christianson
Director of Private Client Services, Tax
Miami
Erik Christianson is a director of private client services in Kaufman Rossin's tax services department. He specializes in tax planning and compliance for domestic and foreign high net worth families, providing tax advice in the areas of individuals, trusts, estate and gifts, partnerships, …
Claudia Sotolongo Gonzalez, CPA
Associate Principal, Tax
Miami
Claudia is an associate principal and director of private client services in Kaufman Rossin's tax services department. She provides a variety of federal and international tax compliance, planning and consulting services for high-net worth individuals and expatriates both within and outside of…
Louis Balbirer, MST, CPA
Principal, Tax
Boca Raton
Louis Balbirer is a principal in Kaufman Rossin's tax services practice and the leader of the firm's technology industry advisory group.
Latest Insights
Featured Blog
Florida court opinion could impact taxes when transferring property
Featured News
The IRS is preparing for tax season. Expect some changes.

Private Clients | August 11, 2022
Wealthy clients mostly avoid new taxes as spending bill nears finish line
Resources
Webinar
Moving to Florida? Mind Your Taxes.
Video
Tax Considerations for Foreigners Investing in U.S. Real Estate
Planning Tool
Tax Planning Guide
Planning Tool
360 Degrees of Financial Literacy
Infographic
Real Estate Trends to Watch in South Florida
Infographic