Specialty tax services referral toolkit

From multistate tax exposure to IRS disputes, R&D credits, and transfer pricing, today’s tax environment is filled with risks—and opportunities. This toolkit helps advisors identify when clients may need specialty tax expertise, understand the value Kaufman Rossin brings, and strengthen client relationships by delivering more. 

 Client Spotlight — A&A CPA, LLC

 FAQ — 5 quick questions for referrers: How specialty tax adds value for your clients

 Checklist — When to refer tax work: A checklist for trusted advisors

 Tip sheet — Tax law changes that should trigger referrals for your clients

 Testimonial — Transforming complex tax challenges into client success