Matthew Wahler, Marjorie Horwin and Scott Goldberger
Accounting Firm
Dedicated to bringing joy to clients. That’s the philosophy at Kaufman Rossin, Florida’s largest independent accounting and advisory firm, serving clients for more than 60 years. With three South Florida offices, including one in Boca Raton, they offer traditional CPA services plus innovative advisory solutions to help you plan, save and grow.
The firm’s Private Client Group serves individuals, families and businesses throughout Palm Beach County and the world who need high level tax planning advice.
“What makes our team stand out is our years of experience in a focused area,” says Marjorie Horwin, a tax principal in the Private Client Group with over three decades of experience serving high-net-worth individuals to create plans focusing on family wealth protection.
“Unlike others who are just dipping their toes in the waters, Kaufman Rossin is a homegrown South Florida firm,” says Scott Goldberger, a principal and lawyer who leads the Estate and Trust practice. He specializes in developing and implementing estate-planning strategies for high-net-worth individuals and families. “We’ve been swimming in this pond for decades.”
You’ll benefit from the firm’s responsiveness. “We’re good listeners who can execute a plan in a timely fashion,” says Horwin. In fact, that’s one of her favorite parts of her job. “I love helping people develop strategies to meet their goals and objectives.” Plus, you won’t have to wait days for a response.
“We respond to clients right away,” says Goldberger. You’ll also benefit from the fact the firm has one of the lowest turnover rates in the industry. “You’ll work with the same professionals when you’re with us,” says Goldberger. “We’re not a revolving door where clients are passed off every few years.”
They often work with multigenerational families, educating them about financial decisions past, present and future.
“I love explaining complicated issues in a way that’s easy to understand,” says Matthew Wahler, a principal in the tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Kaufman Rossin is a trusted advisor. “Once we develop that trust,” says Wahler, “we’ll always be part of your team.”
Kaufman Rossin, One Town Center Road, Suite 400, Boca Raton, 561-909-2100, kaufmanrossin.com
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