Tax Services
Kaufman Rossin’s tax professionals stay up to date on the latest tax-related developments and work with you to navigate how these changes may affect you and your business.
We focus on your tax consulting needs and go beyond the numbers to help you reach your personal and business financial goals, bringing decades of experience and ideas to the table to minimize your tax liability. Our clients appreciate that we care about their business, understand their industry, and strive to identify opportunities to help them succeed.
Tax consulting services: Need help with federal, state, local or international tax?
When is the right time to refer tax work to the experts? Find out with our checklist.
$80 billion – New IRS funding allocated through the Inflation Reduction Act, with over half earmarked for enforcement
– Tax Policy Center
Advisory Tax Services
Complex tax challenges. Specialized solutions.
Today’s tax environment is more complex, scrutinized, and competitive than ever. Businesses must manage federal, state, and international requirements, all while uncovering opportunities to save and reduce risk.
Kaufman Rossin’s Specialty Tax Services bring together high-value practice areas to help businesses stay compliant, minimize liability, and capture savings opportunities.
State & Local Tax (SALT)
Navigate multi-state tax rules and reduce exposure:
- Nexus studies & risk analysis
- Voluntary disclosure agreements
- Multi-state return preparation
- Audit defense & restructuring strategies
Tax Credits, Incentives & Deductions
Unlock tax savings and reinvest in growth:
- Federal & State R&D Tax Credits
- Section 179D Energy Study
- Energy Credits
Tax Controversy & IRS Dispute Resolution
Resolve disputes and move forward with confidence:
- IRS examinations & appeals representation
- Tax investigation advisors
- Penalty abatements & installment agreements
- Risk assessments & residency audits
Transfer Pricing
Optimize international tax strategies and compliance:
- Benchmarking & contemporaneous documentation
- Planning & implementation of pricing policies
- Dispute resolution, arbitration, and litigation support
Expertise That Drives Results
Specialty tax isn’t just about compliance, it’s about strategy. The right approach can uncover savings, improve cash flow, and reduce the risk of costly audits or disputes.
Whether you’re expanding, planning an acquisition, or preparing for an exit, we help you stay compliant with federal, state, and international rules so you can focus on growth with confidence.
When you work with Kaufman Rossin, you gain a team of specialists who know how to navigate complexity and uncover opportunity. Proudly serving businesses in Miami and across the U.S., we bring technical expertise, industry knowledge, and a proactive approach to protect your bottom line and support your success. Contact our tax experts today.
Key Contacts
J. Michael Custer
Principal
J. Michael Custer leads the firm’s tax services practice by providing the best working environment for both his staff and his clients.
Scott Goldberger
Principal
Scott Goldberger is a principal with Kaufman Rossin and leads the firm’s Estate and Trust practice. He specializes in developing and implementing sophisticated estate planning strategies for high-net-worth individuals and families.
Claudia Sotolongo Gonzalez
Principal
Claudia is a principal in Kaufman Rossin's Tax Services Advisory Group focusing on private client services. 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 the U.S.
Vlad Janov
Principal
Vlad Janov is a principal in Kaufman Rossin's tax department. Experienced in providing federal, multi-state, and international tax compliance and consulting services to companies and individuals with a concentration in private equity investments.
Deborah P. Morrison
Tax Director
Debbie Morrison joined Kaufman Rossin in 2003, bringing 20 years of tax consulting and tax compliance experience. She previously was a Tax Director at PricewaterhouseCoopers.Debbie’s expertise is working with high-net worth individuals, their families, and their privately held companies. Her areas o…
Evan Morgan
Principal
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 serv…
Stephen Ng
Principal
Stephen Ng specializes in the taxation of financial products and derivatives, as well as impacts on individual taxes. He guides clients through tax issues affecting hedge funds, private equity investments and funds of funds. With his tax consulting and compliance expertise, he also helps hedge funds…
James A. Osteen
Principal
James (Andy) Osteen is a Principal in Kaufman Rossin’s estate, trust, and exempt organization practice. He provides tax compliance, advisory, and consulting services for various clients, including high-net-worth individuals, estates, trusts, and tax-exempt organizations.
Chad Ribault
Principal
Chad B. Ribault joined Kaufman Rossin in 2011. He is a hedge fund tax principal in our Miami headquarters. Prior to joining the firm, Chad worked as a senior manager in the financial service tax department under the hedge fund/private equity group at a national accounting firm in New York.
Mark Scott
Principal
Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He focuses on creating and implementing intricate estate, trust, and income tax planning strategies for clients in various industries, including high-net worth arena.
Keith S. Sharkey
Principal, Financial Services
Keith Sharkey is a member of the firm’s management committee, a principal in the assurance and financial services practice and leader of the firm’s investments industry advisory group. He also leads affiliate Kaufman Rossin Alternative Investment Services, a full-service fund administration provider…
Carlos A. Somoza
Principal
Carlos A. Somoza leads Kaufman Rossin’s international tax services practice. He has almost 30 years of experience in federal income, gift and estate taxation. He has served clients in the private and public industries, advising them in the areas of international taxation, estate planning, taxable ac…
Peter Stratos
Principal
Peter Stratos is a principal in Kaufman Rossin's international tax and transactions department where he provides extensive knowledge to his clients on international tax planning for both individual and corporate taxes as well as structuring and due diligence on the buy and sell side.
Maria Toledo
Principal
Maria helps domestic and foreign privately-held companies, closely-held businesses and high-net worth individuals navigate the tax compliance experience as they conduct business and acquire real estate in the U.S.
Meredith Tucker
Principal
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…
Matthew Wahler
Principal
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Adrian Alfonso
Principal
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 entities…
Leandro Barbuscio
Principal
With his expertise in inbound and outbound international tax planning and business consulting, Leandro leads Kaufman Rossin’s international business services practice.
J. Michael Custer
Principal
J. Michael Custer leads the firm’s tax services practice by providing the best working environment for both his staff and his clients.
Scott Goldberger
Principal
Scott Goldberger is a principal with Kaufman Rossin and leads the firm’s Estate and Trust practice. He specializes in developing and implementing sophisticated estate planning strategies for high-net-worth individuals and families.
Claudia Sotolongo Gonzalez
Principal
Claudia is a principal in Kaufman Rossin's Tax Services Advisory Group focusing on private client services. 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 the U.S.
Vlad Janov
Principal
Vlad Janov is a principal in Kaufman Rossin's tax department. Experienced in providing federal, multi-state, and international tax compliance and consulting services to companies and individuals with a concentration in private equity investments.
Deborah P. Morrison
Tax Director
Debbie Morrison joined Kaufman Rossin in 2003, bringing 20 years of tax consulting and tax compliance experience. She previously was a Tax Director at PricewaterhouseCoopers.Debbie’s expertise is working with high-net worth individuals, their families, and their privately held companies. Her areas o…
Evan Morgan
Principal
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 serv…
Stephen Ng
Principal
Stephen Ng specializes in the taxation of financial products and derivatives, as well as impacts on individual taxes. He guides clients through tax issues affecting hedge funds, private equity investments and funds of funds. With his tax consulting and compliance expertise, he also helps hedge funds…
James A. Osteen
Principal
James (Andy) Osteen is a Principal in Kaufman Rossin’s estate, trust, and exempt organization practice. He provides tax compliance, advisory, and consulting services for various clients, including high-net-worth individuals, estates, trusts, and tax-exempt organizations.
Chad Ribault
Principal
Chad B. Ribault joined Kaufman Rossin in 2011. He is a hedge fund tax principal in our Miami headquarters. Prior to joining the firm, Chad worked as a senior manager in the financial service tax department under the hedge fund/private equity group at a national accounting firm in New York.
Mark Scott
Principal
Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He focuses on creating and implementing intricate estate, trust, and income tax planning strategies for clients in various industries, including high-net worth arena.
Keith S. Sharkey
Principal, Financial Services
Keith Sharkey is a member of the firm’s management committee, a principal in the assurance and financial services practice and leader of the firm’s investments industry advisory group. He also leads affiliate Kaufman Rossin Alternative Investment Services, a full-service fund administration provider…
Carlos A. Somoza
Principal
Carlos A. Somoza leads Kaufman Rossin’s international tax services practice. He has almost 30 years of experience in federal income, gift and estate taxation. He has served clients in the private and public industries, advising them in the areas of international taxation, estate planning, taxable ac…
Peter Stratos
Principal
Peter Stratos is a principal in Kaufman Rossin's international tax and transactions department where he provides extensive knowledge to his clients on international tax planning for both individual and corporate taxes as well as structuring and due diligence on the buy and sell side.
Maria Toledo
Principal
Maria helps domestic and foreign privately-held companies, closely-held businesses and high-net worth individuals navigate the tax compliance experience as they conduct business and acquire real estate in the U.S.
Meredith Tucker
Principal
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…
Matthew Wahler
Principal
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Adrian Alfonso
Principal
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 entities…
Leandro Barbuscio
Principal
With his expertise in inbound and outbound international tax planning and business consulting, Leandro leads Kaufman Rossin’s international business services practice.
J. Michael Custer
Principal
J. Michael Custer leads the firm’s tax services practice by providing the best working environment for both his staff and his clients.
Scott Goldberger
Principal
Scott Goldberger is a principal with Kaufman Rossin and leads the firm’s Estate and Trust practice. He specializes in developing and implementing sophisticated estate planning strategies for high-net-worth individuals and families.
Claudia Sotolongo Gonzalez
Principal
Claudia is a principal in Kaufman Rossin's Tax Services Advisory Group focusing on private client services. 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 the U.S.
Vlad Janov
Principal
Vlad Janov is a principal in Kaufman Rossin's tax department. Experienced in providing federal, multi-state, and international tax compliance and consulting services to companies and individuals with a concentration in private equity investments.
Deborah P. Morrison
Tax Director
Debbie Morrison joined Kaufman Rossin in 2003, bringing 20 years of tax consulting and tax compliance experience. She previously was a Tax Director at PricewaterhouseCoopers.Debbie’s expertise is working with high-net worth individuals, their families, and their privately held companies. Her areas o…
Evan Morgan
Principal
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 serv…
Stephen Ng
Principal
Stephen Ng specializes in the taxation of financial products and derivatives, as well as impacts on individual taxes. He guides clients through tax issues affecting hedge funds, private equity investments and funds of funds. With his tax consulting and compliance expertise, he also helps hedge funds…
James A. Osteen
Principal
James (Andy) Osteen is a Principal in Kaufman Rossin’s estate, trust, and exempt organization practice. He provides tax compliance, advisory, and consulting services for various clients, including high-net-worth individuals, estates, trusts, and tax-exempt organizations.
Chad Ribault
Principal
Chad B. Ribault joined Kaufman Rossin in 2011. He is a hedge fund tax principal in our Miami headquarters. Prior to joining the firm, Chad worked as a senior manager in the financial service tax department under the hedge fund/private equity group at a national accounting firm in New York.
Mark Scott
Principal
Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He focuses on creating and implementing intricate estate, trust, and income tax planning strategies for clients in various industries, including high-net worth arena.
Keith S. Sharkey
Principal, Financial Services
Keith Sharkey is a member of the firm’s management committee, a principal in the assurance and financial services practice and leader of the firm’s investments industry advisory group. He also leads affiliate Kaufman Rossin Alternative Investment Services, a full-service fund administration provider…
Carlos A. Somoza
Principal
Carlos A. Somoza leads Kaufman Rossin’s international tax services practice. He has almost 30 years of experience in federal income, gift and estate taxation. He has served clients in the private and public industries, advising them in the areas of international taxation, estate planning, taxable ac…
Peter Stratos
Principal
Peter Stratos is a principal in Kaufman Rossin's international tax and transactions department where he provides extensive knowledge to his clients on international tax planning for both individual and corporate taxes as well as structuring and due diligence on the buy and sell side.
Maria Toledo
Principal
Maria helps domestic and foreign privately-held companies, closely-held businesses and high-net worth individuals navigate the tax compliance experience as they conduct business and acquire real estate in the U.S.
Meredith Tucker
Principal
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…
Matthew Wahler
Principal
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Adrian Alfonso
Principal
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 entities…
Leandro Barbuscio
Principal
With his expertise in inbound and outbound international tax planning and business consulting, Leandro leads Kaufman Rossin’s international business services practice.
J. Michael Custer
Principal
J. Michael Custer leads the firm’s tax services practice by providing the best working environment for both his staff and his clients.
Scott Goldberger
Principal
Scott Goldberger is a principal with Kaufman Rossin and leads the firm’s Estate and Trust practice. He specializes in developing and implementing sophisticated estate planning strategies for high-net-worth individuals and families.
Claudia Sotolongo Gonzalez
Principal
Claudia is a principal in Kaufman Rossin's Tax Services Advisory Group focusing on private client services. 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 the U.S.
Vlad Janov
Principal
Vlad Janov is a principal in Kaufman Rossin's tax department. Experienced in providing federal, multi-state, and international tax compliance and consulting services to companies and individuals with a concentration in private equity investments.
Deborah P. Morrison
Tax Director
Debbie Morrison joined Kaufman Rossin in 2003, bringing 20 years of tax consulting and tax compliance experience. She previously was a Tax Director at PricewaterhouseCoopers.Debbie’s expertise is working with high-net worth individuals, their families, and their privately held companies. Her areas o…
Evan Morgan
Principal
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 serv…
Stephen Ng
Principal
Stephen Ng specializes in the taxation of financial products and derivatives, as well as impacts on individual taxes. He guides clients through tax issues affecting hedge funds, private equity investments and funds of funds. With his tax consulting and compliance expertise, he also helps hedge funds…
James A. Osteen
Principal
James (Andy) Osteen is a Principal in Kaufman Rossin’s estate, trust, and exempt organization practice. He provides tax compliance, advisory, and consulting services for various clients, including high-net-worth individuals, estates, trusts, and tax-exempt organizations.
Chad Ribault
Principal
Chad B. Ribault joined Kaufman Rossin in 2011. He is a hedge fund tax principal in our Miami headquarters. Prior to joining the firm, Chad worked as a senior manager in the financial service tax department under the hedge fund/private equity group at a national accounting firm in New York.
Mark Scott
Principal
Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He focuses on creating and implementing intricate estate, trust, and income tax planning strategies for clients in various industries, including high-net worth arena.
Keith S. Sharkey
Principal, Financial Services
Keith Sharkey is a member of the firm’s management committee, a principal in the assurance and financial services practice and leader of the firm’s investments industry advisory group. He also leads affiliate Kaufman Rossin Alternative Investment Services, a full-service fund administration provider…
Carlos A. Somoza
Principal
Carlos A. Somoza leads Kaufman Rossin’s international tax services practice. He has almost 30 years of experience in federal income, gift and estate taxation. He has served clients in the private and public industries, advising them in the areas of international taxation, estate planning, taxable ac…
Peter Stratos
Principal
Peter Stratos is a principal in Kaufman Rossin's international tax and transactions department where he provides extensive knowledge to his clients on international tax planning for both individual and corporate taxes as well as structuring and due diligence on the buy and sell side.
Maria Toledo
Principal
Maria helps domestic and foreign privately-held companies, closely-held businesses and high-net worth individuals navigate the tax compliance experience as they conduct business and acquire real estate in the U.S.
Meredith Tucker
Principal
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…
Matthew Wahler
Principal
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Adrian Alfonso
Principal
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 entities…
Leandro Barbuscio
Principal
With his expertise in inbound and outbound international tax planning and business consulting, Leandro leads Kaufman Rossin’s international business services practice.
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