Business Details
Trusted Accounting and Advisory Services for Businesses and High-Net-Worth Clients
At Rosen Sapperstein Friedlander, we are dedicated to maximizing financial and business potential through tailored accounting and advisory services. With decades of combined experience, our team of certified professionals delivers strategic planning, investment management, tax optimization, and risk assessment solutions designed to ensure long-term success. We specialize in serving ultra-high-net-worth individuals, family offices, and businesses across diverse industries, providing personalized strategies that align with evolving economic landscapes.Our commitment to excellence is reflected in our adherence to high professional standards, including the American Institute of CPAs (AICPA) Peer Review Program. We approach every client relationship with integrity, transparency, and a focus on delivering actionable insights that drive growth and operational efficiency. By combining technical expertise with a client-centric philosophy, we empower organizations to navigate complex financial challenges and seize opportunities for sustainable success.
Services
Tax Services
Family Office Services
Business Consulting
Assurance Services
Ultra-High Net Worth Planning
Healthcare Consulting
Forensic Accounting
Digital Advisory Services
Client Accounting
Nonprofit Consulting
Highlights and features
- We offer decades of experience in accounting and advisory services for complex financial needs.
- Our team includes certified professionals with expertise in tax, business consulting, and family office solutions.
- We provide tailored strategies for ultra-high-net-worth individuals and family offices.
- We adhere to high professional standards, including AICPA requirements for audit excellence.
- Our integrated approach combines technical expertise with personalized support for long-term partnerships.
Associations and certifications
- American Institute of CPAs (AICPA) Peer Review Program
What people say
Award-Winning
Trusted. Proven.
Superior work
Successful acquisition deals
Vital for growth
Services
Tax Services
Our tax services focus on proactive planning and compliance to help clients navigate complex tax laws. We minimize liabilities while ensuring adherence to federal, state, and local regulations. Our team provides tailored strategies for individuals, businesses, and family offices, leveraging expertise in aircraft taxation, mergers and acquisitions, and qualified opportunity zones to optimize financial outcomes.
Family Office Services
We deliver comprehensive solutions for family offices, including governance, legacy planning, and tax compliance. Our services address entity structuring, charitable contributions, and risk management to preserve wealth across generations. As one of the largest family office accounting firms in the U.S., we combine industry-leading expertise with personalized support to align financial strategies with family goals.
Business Consulting
Our business consulting services help companies solve short-term challenges and drive long-term growth. We specialize in operational advisory, mergers and acquisitions, and executive compensation planning. By combining deep industry knowledge with agile problem-solving, we enable businesses to adapt to market changes, improve efficiency, and capitalize on emerging opportunities across sectors like healthcare, manufacturing, and government contracting.
Assurance Services
We provide audits, reviews, and compilations to ensure accurate financial reporting for stakeholders. Our assurance services comply with GAAP and HUD standards, offering insights into financial health and regulatory compliance. Leveraging technology-driven solutions, we enhance accuracy and streamline processes for privately held companies and nonprofits, fostering trust through transparent and reliable data.
Ultra-High Net Worth Planning
This service focuses on personalized financial strategies for ultra-high-net-worth individuals and families. We address estate planning, succession strategies, and complex asset management to preserve and grow wealth. By collaborating with legal and investment advisors, we ensure holistic solutions that align with clients' long-term objectives, combining tax efficiency with legacy planning for multigenerational impact.
People
Jeffrey Rosen
Managing Partner
Jeffrey Rosen, CPA, CGMA, MBA, leads Rosen Sapperstein Friedlander as Managing Partner, bringing decades of expertise in accounting and strategic advisory. He focuses on delivering client-centric solutions that drive financial growth and operational efficiency.
David Rosen
Partner, Chair of Tax Services
David Rosen, CPA, Esq., chairs Rosen Sapperstein Friedlander's tax department, specializing in complex tax planning for real estate developers and ultra-high-net-worth families. He is recognized for expertise in qualified opportunity zones and mergers and acquisitions.
Sarah Clarke
Partner
Sarah Clarke, MBA, CMPE, is a partner at Rosen Sapperstein Friedlander with extensive experience in healthcare consulting and nonprofit advisory services. She helps organizations improve operational efficiency and financial performance in dynamic industries.
Rick Daeschner
Partner
Rick Daeschner, CPA, CGMA, provides strategic advisory services to government contractors and manufacturers. His expertise includes compliance, risk management, and operational optimization to enhance profitability in competitive markets.
Samantha Haines
Partner
Samantha Haines, CPA, specializes in tax and business advisory services for high-net-worth individuals and family offices. She focuses on estate planning, charitable contributions, and tax-efficient investment strategies.
Questions
What services does RS&F offer?
RS&F provides tax planning, family office solutions, business consulting, assurance services, and ultra-high-net-worth wealth management tailored to diverse industries.
How does RS&F support family offices?
We offer governance, tax compliance, and legacy planning services, combining industry expertise with personalized strategies to preserve multigenerational wealth.
What industries does RS&F specialize in?
We serve healthcare, government contracting, manufacturing, real estate, nonprofit, and professional services sectors with tailored financial solutions.
Does RS&F provide tax planning for individuals?
Yes, we specialize in tax optimization for ultra-high-net-worth individuals, including estate planning and qualified opportunity zone investments.
Is RS&F accredited by professional organizations?
Yes, we adhere to the American Institute of CPAs (AICPA) Peer Review Program standards for audit excellence and professional integrity.
