Kaufman Rossin

Kaufman Rossin

Audit, tax, and advisory services

Overview

Kaufman Rossin delivers professional services to businesses and their leaders, guiding them from startup through succession. Rooted in Florida since 1962, the firm has more than 300 professionals serving clients in dozens of countries. Its offerings include audit and tax services, plus business, risk and forensic advisory. The firm emphasizes a track record of client service and workplace culture, highlighted by awards such as Best Accounting Firm to Work For among large firms both nationwide and locally. Its goal is to help clients grow, manage risk and plan for the future across every stage of their business lifecycle.

About Kaufman Rossin

Simplify's Rating
Why Kaufman Rossin is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Consulting

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Miami, Florida

Founded

1962

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Simplify's Take

What believers are saying

  • Bretton AI partnership began June 2026, shortening transaction-monitoring triage below one hour.
  • July 2026 PE practice broadens revenue beyond audit, tax, and Florida real estate.
  • March 2026 Best of Accounting award and 2026 hiring growth support employer brand.

What critics are saying

  • June 2026 CEO handoff concentrates execution risk if Feigelson stumbles on culture and growth.
  • Bretton AI exposes clients to model-risk scrutiny and regulator blowback after any false-positive spike.
  • Another PE-backed rival can outbid them for rainmakers, eroding independence within three years.

What makes Kaufman Rossin unique

  • Largest independent Florida CPA firm, still founder-independent while rivals sell to private equity.
  • Marc Feigelson and Gautam Anne signal disciplined leadership plus technology modernization in 2026.
  • Kaufman Rossin PE launched July 2026, pairing advisory depth with fund and portfolio-company services.

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Benefits

Hybrid Work Options

Company News

Kaufman Rossin
Jul 24th, 2026
Gautam Anne joins Kaufman Rossin as Chief Information Officer.

Gautam Anne joins Kaufman Rossin as Chief Information Officer. Kaufman Rossin, the largest independent CPA and advisory firm in Florida and one of the top 50 firms in the U.S., announced today the addition of Gautam Anne (link bio) as Chief Information Officer (CIO). Anne brings more than 20 years of experience spanning engineering through C-suite leadership, with expertise in enterprise transformation, post-merger integration, AI-enabled modernization, and cybersecurity. He has worked across the banking, investments, healthcare, technology, manufacturing & distribution, and private equity industries, in both public and high-growth environments. In his new role, Anne will oversee Kaufman Rossin's technology strategy, driving innovation and operational resilience across the firm. "Gautam's track record of leading large-scale technology transformations makes him an ideal fit as we continue to scale our operations and invest in the platforms that support our clients and our people," said Richard Salinas, Chief Operating Officer of Kaufman Rossin. "His experience aligning technology strategy with business growth will be a real asset as we strengthen our infrastructure and position the firm for what's next." Before joining Kaufman Rossin, Anne served as CIO for a large, acquisition-driven organization, leading technology integration across more than 20 acquisitions and divestitures. He modernized the IT landscape, delivering major cost savings, a stronger cybersecurity posture, and improved operational efficiency and platform interoperability, all while partnering with the board and investors on value-creation strategy. Earlier in his career, he held senior technology leadership roles across healthcare, financial services, and professional services, leading enterprise CRM modernization, data governance, M&A integration, and large-scale platform transformation programs. Anne's expertise spans AI strategy, automation, cloud, cybersecurity, infrastructure modernization, CRM, ERP, and data platform consolidation. He is known for building and scaling high-performing global technology organizations, having led teams of more than 450 professionals across the U.S., Latin America, and India. He earned a Master of Science in Computer Science from the University of Bridgeport, completed the International Senior Management Program at HEC Paris, and a Bachelor of Engineering from the University of Chennai as well as receiving AI certifications from Duke University Gautam Anne Information Technology Chief Information Officer at Kaufman Rossin, one of the Top 50 CPA and advisory firms in the U.S.

Bretton
Jun 9th, 2026
Bretton AI partners with Kaufman Rossin to bring agentic compliance to financial institutions.

Bretton AI partners with Kaufman Rossin to bring agentic compliance to financial institutions. June 9, 2026 Kaufman Rossin's financial crime and risk advisory practice is now delivering Bretton AI to its clients, combining decades of regulatory expertise with AI-native operations to change how compliance work gets done. The financial crime problem is not getting any simpler. Transaction volumes are rising, regulatory expectations are tightening, and the investigative techniques underpinning most compliance programs were built for a world that no longer exists. Raymond Villanueva has watched this gap widen across a thirty-year career, first as a federal law enforcement official investigating money laundering, now as Head of Investigations at Kaufman Rossin. His read on the industry is plain: "Transactions are happening with the click of a button, but sometimes we're still using the same 1980s techniques." That is the problem this partnership is built to solve. Kaufman Rossin is one of the most respected risk advisory practices in the country, with deep experience helping financial institutions manage compliance, regulatory, and operational risk. Bretton AI runs financial back-office operations, including AML reviews, transaction monitoring, enhanced due diligence - with every decision traced, documented, and defensible. Together, Kaufman Rossin is now delivering Bretton AI to its clients as part of its compliance and risk advisory practice. A partnership built on selectivity. Configuring, calibrating, and overseeing AI in a regulated environment takes people who understand what good looks like in the context of real compliance programs under real regulatory scrutiny. As Will Lawrence, CEO of Bretton AI, explained: "The promise of agentic AI really requires experts to bring it to market." What Kaufman Rossin found in Bretton was technology that met their standard. What Bretton found in Kaufman Rossin was the kind of institutional expertise that makes the technology perform. What changes for analysts. The operational shift this partnership delivers is palpable. Compliance analysts spend a significant portion of their time on work that should not require their judgment: gathering information, reconciling data from separate sources, building case narratives from scratch. That is time that cannot go toward the escalations and high-risk decisions where their expertise actually matters. Bretton AI changes that equation. Investigative findings flow directly into active cases rather than being assembled manually. Every review follows the institution's own procedures, consistently, regardless of volume. Every output is structured, traceable, and aligned to OCC, FDIC, and Federal Reserve standards from day one. Villanueva, speaking from three decades of investigative experience, framed the value directly: "I bring my expertise, you bring the technology and it's a match made in heaven." For institutions working with Kaufman Rossin, the results are measurable. Analysts used to spend 4-6 hours on transaction monitoring triage. With Bretton, they now spend less than an hour on the same task. Built to hold up to regulators. Quality is not incidental to this partnership. It is the standard Kaufman Rossin has always held itself to, and the standard Bretton AI is built around. Villanueva was clear on what that means in practice: "We're not going to do the work twice or three times. We're going to do it once. We're going to do it right. And regulators appreciate our work." That posture is encoded in how Bretton AI operates. Every output is built on Bretton's Trust Infrastructure, which provides model risk management, continuous AI evaluation, and rigorous QA testing. Institutions operating under OCC, FDIC, or Federal Reserve oversight cannot afford decisions that are not explainable and audit-ready. Bretton agents are built to that standard from the start. A model for how advisory firms grow with AI. Advisory practices face a genuine challenge with AI adoption. The firms best positioned to guide clients through it can tend toward more a more conservative outlook. Because their differentiation is judgment, not tooling, they are appropriately cautious about what they put in front of clients and regulators alike. Kaufman Rossin's approach with Bretton AI offers a different path. As CEO of Bretton AI, Will Lawrence put it, partnering with firms that bring deep expertise to the relationship is what makes the technology land: "You bring your deep expertise on the industry, partnered with our best-in-class technology to change how banks operate." For advisory firms looking to grow their compliance practice, this is a model worth examining. Bretton AI is actively partnering with firms that have the expertise, the client relationships, and the operational presence to deliver agentic compliance at scale. The firms that move first will be the ones that introduce their clients to what modern compliance operations actually look like. Building what comes next. The compliance burden on financial institutions is not going away. But the way it gets managed is changing. Institutions that adopt AI-native operations now will not just be more efficient but they will be better positioned to serve more customers, enter new markets, and grow without the back-office overhead that has historically capped their ambition. Kaufman Rossin and Bretton AI share a belief that this shift happens when deep expertise and purpose-built technology work together. That is what this partnership is built to deliver.

PR Newswire
Mar 11th, 2026
Kaufman Rossin elects Marc Feigelson as next CEO

Kaufman Rossin elects Marc Feigelson as next CEO. Mar 11, 2026, 10:16 ET Feigelson will succeed Blain Heckaman in June 2026 MIAMI, March 11, 2026 /PRNewswire/ - Kaufman Rossin, the largest independent CPA and advisory firm in Florida and one of the top 50 firms in the U.S., announced today that Marc Feigelson, CPA, the firm's current Chief Financial Officer, has been elected as Kaufman Rossin's next Chief Executive Officer. Feigelson will assume the role on June 1, 2026, following the retirement of current CEO Blain Heckaman, CPA. This planned leadership transition highlights Kaufman Rossin's thoughtful approach to maintaining independence and supporting long-term success for clients and employees alike. Heckaman joined Kaufman Rossin in 1984 and has led the firm since June 2012, succeeding founder Jim Kaufman. Under Heckaman's leadership, Kaufman Rossin expanded its geographic reach and enhanced its advisory services, adding business consulting, risk advisory, forensic advisory, and specialty tax practices. He has fostered a culture rooted in strong values and stewardship, leading the firm to win repeat honors as a "Best Place to Work." During his tenure, the firm has also received multiple recognitions for outstanding client service, including the 2025 "Best of Accounting" award. "Leading this firm has been one of the greatest privileges of my career," said Heckaman. "I have tremendous confidence in Marc and in the strength of our team. Kaufman Rossin's long-term focus remains clear: to serve our clients, invest in our people, and grow on our own terms." Feigelson brings extensive financial leadership and strategic perspective to the CEO role. He has served as CFO since 2022 and has been instrumental in driving operational excellence and sustainable growth. His election as the firm's next leader reinforces Kaufman Rossin's deliberate choice to remain independent in an industry landscape where many firms are accepting private equity investment or merging into larger national platforms. "Independence isn't just structural, it's strategic," said Feigelson, who has been with Kaufman Rossin for nearly three decades. "It allows us to stay accountable to our clients and our people, not outside investors. This leadership transition strengthens our ability to invest in the long-term, powering talent and technology, and making decisions that serve both today and well into the future." Kaufman Rossin's independence enables the firm to build lasting relationships, adapt to evolving client needs, and maintain stability through thoughtful leadership succession. This CEO transition represents continuity of proven leadership and the beginning of an exciting new chapter of growth. About Kaufman Rossin Kaufman Rossin is one of the nation's top 100 accounting and advisory firms and the largest independent CPA firm headquartered in Florida. Since 1962, the firm has provided audit, tax, advisory, and consulting services that help organizations and individuals achieve success. Kaufman Rossin serves clients across industries, combining deep expertise with a people-first approach to deliver lasting value. Learn more at www.kaufmanrossin.com. SOURCE Kaufman Rossin

Miami Today
Mar 11th, 2026
Marc Feigelson: career Kaufman Rossin accountant moving to CEO's chair.

Marc Feigelson: career Kaufman Rossin accountant moving to CEO's chair. At the end of February, Kaufman Rossin announced that Marc Feigelson would become the firm's next CEO, succeeding Blain Heckaman this June. It's a milestone decades in the making for Mr. Feigelson, who first stepped into Kaufman Rossin's original Coconut Grove offices nearly 30 years ago and has watched both the firm and Miami itself grow in tandem. From those early days to the firm's modern 65,000-square-foot headquarters on Mary Street, Mr. Feigelson's career reflects the evolution of one of Florida's most influential independent accounting and advisory firms. Born and raised in New York, Mr. Feigelson made his way to Florida to attend the University of Florida, where he earned a degree in accounting. A fraternity connection led him to an interview with firm founder James Kaufman, a conversation that revolved less around technical accounting questions and more around shared passions for literature, travel and community. The encounter ultimately convinced Mr. Feigelson to relocate to Miami and begin what would become a nearly three-decade-long career at Kaufman Rossin. He began in the audit group, spending nearly 20 years building experience across audit, advisory and forensic projects. He became an audit principal in his 13th year, then led the firm's real estate industry practice, working closely with some of South Florida's largest developers during a period of unprecedented regional growth. In 2022, he assumed the role of CFO, managing operational expansion, significant staffing challenges and the integration of transformative technologies to enhance client service - work that set the stage for his ascension to CEO. Kaufman Rossin itself has long mirrored the growth of Miami. Founded in 1962 by James Kaufman and Jay Rossin, the firm relocated its headquarters to Coconut Grove in 1974, establishing the office as a hub for expansion and fostering a culture of "Joy at Work." Over nearly five decades, the firm grew from a 4,000-square-foot space into one of the nation's top 100 CPA and advisory firms. In June 2020, Kaufman Rossin moved into a new 65,000-square-foot headquarters at 3310 Mary St., accommodating over 500 employees and reinforcing Coconut Grove as the center of its South Florida operations. Today, Kaufman Rossin employs roughly 725 professionals across five U.S. offices and four overseas locations, with revenues near $175 million, ranking it as the 48th largest accounting firm in the nation. Its client base spans real estate, healthcare, banking, private equity, hedge funds and high-net-worth individuals, supported by robust tax, advisory and consulting practices. As CEO, Mr. Feigelson plans to build on the firm's legacy while focusing on a few key pillars: people, technology and client service. He emphasizes maintaining a culture where employees can thrive, a commitment demonstrated in the firm's repeated recognition as one of the top 50 accounting firms in the country, nationally named the Number 1 Accounting Firm to Work For by Accounting Today and locally honored as one of South Florida's Best Places to Work. He also plans to harness ever-advancing technology to enhance, but not replace, human interaction and to anticipate client needs with a continually expanding suite of services. Drawing on nearly 30 years at Kaufman Rossin and deep ties to Miami, Mr. Feigelson's leadership embodies a commitment to long-term growth, investing in talent and innovative tools and ensuring the firm remains accountable to both its clients and its professionals as he guides its next chapter as a cornerstone of South Florida's business community while adapting to the evolving demands of a global marketplace. Mr. Feigelson spoke with Miami Today reporter Genevieve Bowen. Read the full interview in this week's print or digital edition of Miami Today. Full access is available exclusively to our subscribers. Click here to access your subscription or to subscribe! This week's profile will appear in next year's Book of Leaders. Miami Today publishes a Book of Leaders every year. This book is a compilation of all The Achievers profiled in every edition. The information in this book is available nowhere else - the stories of the women and men who are shaping the development of Greater Miami.

Newswire
Jan 12th, 2024
Centurion Wealth Management Acquires The Rosin CPA Group

Centurion Wealth Management acquires The Rosin CPA Group.

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