Business Details
Your Trusted Partner for Accounting & Advisory Solutions
Rosen Sapperstein Friedlander (RS&F) is a premier CPA and advisory firm dedicated to maximizing financial and business potential for family offices, ultra-high-net-worth families, and middle-market organizations. With decades of combined experience, our team delivers tailored advisory, tax, audit, valuation, and accounting services across diverse industries including real estate, healthcare, nonprofits, government contracting, construction, and manufacturing. We pride ourselves on providing objective, accurate financial insights that instill confidence in stakeholder decision-making.Our integrated approach combines deep industry expertise with a personal touch, ensuring clients receive actionable strategies to navigate complex tax laws, optimize operations, and achieve long-term growth. As recognized leaders in family office structuring and qualified opportunity zones, we empower clients through innovative solutions backed by proven expertise and a commitment to excellence.
Services
Assurance Services
Business Consulting
Tax Services
Family Office Services
Ultra-High Net Worth Planning
Healthcare Consulting
Forensic Accounting
Digital Advisory
Client Accounting
Wealth Management
Highlights and features
- We offer 40+ years of specialized expertise in family office structuring and tax optimization.
- Our team includes CPA/Esq. professionals recognized as industry leaders in qualified opportunity zones.
- We provide technology-driven assurance services with adherence to AICPA Peer Review standards.
- Our integrated approach combines tax, audit, and business consulting under one strategic framework.
- We serve as trusted advisors to ultra-high-net-worth families, with tailored wealth preservation strategies.
Associations and certifications
- American Institute of CPAs (AICPA)
What people say
Expertise and depth
Superior work and service
Knowledge and expertise
Successful acquisition deals
Vital financial guidance
Services
Family Office Services
We provide comprehensive family office solutions to manage business, investment, and personal assets. Our services focus on governance, legacy preservation, tax compliance, and succession planning. With expertise in structuring family offices, we help ultra-high-net-worth families achieve economic outcomes while maintaining family harmony through customized strategies.
Tax Services
Our proactive tax planning and compliance services help clients navigate complex tax laws. We specialize in corporate and individual tax strategies, aircraft taxation, qualified opportunity zones, and mergers & acquisitions. Our team minimizes liabilities while ensuring adherence to federal, state, and local regulations through tailored advisory solutions.
Assurance Services
We deliver audits, reviews, and compilations to ensure financial accuracy for stakeholders. Our AICPA-compliant services include GAAP/HUD audits, employee benefit plan audits, and financial statement preparation. We provide objective insights to enhance decision-making and maintain regulatory compliance for privately held companies and nonprofits.
Business Consulting
Our business consulting addresses short-term projects and specific challenges with strategic agility. Services include capital formation, mergers & acquisitions, operational efficiency, and executive advisory. We partner with clients to implement solutions that drive growth, reduce costs, and improve competitive positioning across industries.
Ultra-High Net Worth Planning
We create personalized strategies for wealth preservation and legacy planning. Services include family office administration, charitable foundation planning, estate/gift planning, and complex asset advisory. Our team collaborates with legal and investment professionals to ensure optimal structuring for multi-generational wealth transfer.
People
Jeffrey Rosen
Managing Partner
CPA, CGMA, MBA with decades of experience leading accounting and advisory services for ultra-high-net-worth families and middle-market organizations.
David Rosen
Partner, Chair of Tax Services
CPA, Esq. specializing in tax planning, qualified opportunity zones, and family office structuring. Author of Bloomberg Tax Portfolio on Family Offices.
Sarah Clarke
Partner
MBA, CMPE with expertise in healthcare consulting and operational advisory for medical practices and health systems navigating industry transformations.
Rick Daeschner
Partner
CPA, CGMA focused on assurance services and financial reporting compliance for privately held companies and nonprofit organizations.
Samantha Haines
Partner
CPA delivering tax compliance and advisory solutions for complex family office and ultra-high-net-worth client structures.
Questions
What industries does RS&F specialize in?
We serve family offices, ultra-high-net-worth families, and middle-market organizations across healthcare, real estate, government contracting, manufacturing, and nonprofits.
Do you offer family office accounting services?
Yes, we are one of the largest family office accounting firms in the U.S., providing comprehensive solutions for asset management, tax compliance, and legacy planning.
What tax planning services are available?
Our services include qualified opportunity zones, aircraft taxation, estate planning, mergers & acquisitions, and compliance for federal/state/local tax regulations.
How do you support healthcare organizations?
We help healthcare providers with revenue cycle management, telehealth implementation, payer contract negotiations, and operational efficiency improvements tailored to industry challenges.
What sets RS&F apart from other accounting firms?
Our unique combination of CPA/Esq. professionals, family office expertise, and industry-specific advisory services delivers integrated solutions that address both technical and strategic needs.
