Business Details
46 Years
experience
Trusted Accounting and Advisory Services in Miami
Established in 1980, Berkowitz Dick Pollack & Brant is a certified public accounting firm with offices across Florida and New York City. Our team of over 425 accountants, tax specialists, and consultants positions us as one of South Florida's largest firms and a top 55 firm nationally. We distinguish ourselves through interdisciplinary collaboration, assembling teams of CPAs, finance experts, tax professionals, and IT specialists under senior partner leadership for every engagement. Our commitment to quality is evidenced by our PCAOB registration and membership in the AICPA's Employee Benefit Plan Audit Quality Center. We serve diverse industries including real estate, healthcare, financial services, and high-net-worth families, with global reach through affiliations like PrimeGlobal and PKF International.Our peer-reviewed processes and highest-rated audit quality demonstrate our dedication to excellence. We prioritize client relationships through tailored solutions in assurance, tax planning, forensic accounting, and business consulting. Our community involvement spans over 100 organizations, reflecting our corporate citizenship values. With continuous investment in technology and talent, we deliver innovative solutions that create lasting value for clients while maintaining strict compliance with regulatory standards.
Services
Audits & Reviews
Tax Consulting
Forensic Accounting
Business Valuation
Estate Planning
IT Risk Mitigation
M&A Due Diligence
ESG Reporting
Internal Controls
Outsourced CFO Services
Details
- Year established: 1980
Highlights and features
- 40+ years of experience serving businesses and high-net-worth individuals
- Interdisciplinary teams of CPAs, tax specialists, and industry experts
- Global reach through affiliations with PrimeGlobal and PKF International
- Highest-rated peer review quality from AICPA member firms
- Specialized expertise in real estate, healthcare, and international tax planning
Associations and certifications
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
- Public Company Accounting Oversight Board
- PrimeGlobal
- PKF International
Services
Audits & Reviews
Our audit and review services provide comprehensive financial scrutiny through PCAOB-registered processes. We deliver independent assessments of financial statements while offering operational insights to enhance business performance. Our team specializes in employee benefit plan audits and ERISA compliance, serving companies of all sizes with consistent staffing that ensures continuity and efficiency.
Tax Consulting
We offer strategic tax planning solutions for domestic and international clients, including cross-border transactions and state/local tax optimization. Our services cover corporate tax compliance, international private client needs, and controversy resolution while identifying credits and incentives to maximize client benefits.
Forensic Accounting
Our forensic team specializes in business dispute resolution, FCPA investigations, and family law forensics. We combine accounting expertise with investigative rigor to uncover financial discrepancies, support litigation, and provide expert testimony in complex legal matters.
Estate Planning
We develop comprehensive estate plans for high-net-worth individuals, including trust structures, asset protection strategies, and international wealth transfer solutions. Our multidisciplinary approach integrates tax planning, legal expertise, and financial management to preserve family wealth across generations.
Business Valuation
Our certified valuation professionals provide accurate business assessments for mergers, acquisitions, and litigation purposes. We deliver detailed analyses of company worth through cash flow modeling, EBITDA normalization, and market comparables to support strategic decision-making.
People
Joseph L. Saka
Chief Executive Officer
CPA/PFS with leadership responsibility for firm strategy and client service excellence. Brings decades of accounting and advisory experience to oversee multidisciplinary teams delivering comprehensive solutions to complex business challenges.
Hector E. Aguililla
Audit Partner
Experienced audit professional specializing in employee benefit plan compliance. Provides technical expertise in ERISA-regulated audits while maintaining deep knowledge of Department of Labor requirements and audit quality standards.
David E. Kolan
Tax Partner
Senior tax advisor with expertise in international tax planning and ESG reporting. Leads engagements involving cross-border transactions, corporate governance, and sustainability disclosures for multinational clients.
Barry M. Brant
Wealth Management Partner
Specializes in estate planning and wealth preservation strategies for high-net-worth families. Combines legal and accounting expertise to develop sophisticated trust structures and asset protection plans.
Richard A. Berkowitz
Legal & Tax Advisor
JD/CPA with dual expertise in legal and tax matters. Focuses on business succession planning, family office services, and complex transaction structuring to optimize client outcomes.
Questions
What accounting services does Berkowitz Pollack Brant offer?
We provide audits, reviews, compilations, employee benefit plan audits, ESG reporting, and internal control assessments for businesses of all sizes.
Do you serve international clients?
Yes, through our PKF International and PrimeGlobal affiliations, we offer global accounting solutions with access to professionals in 150+ countries.
What tax services are available?
We offer domestic and international tax planning, credits/incentives optimization, estate tax strategies, and controversy resolution services.
How do you handle business valuations?
Our certified professionals use cash flow modeling, market comparables, and EBITDA analysis to deliver accurate valuations for M&A, litigation, and strategic planning.
What industries do you specialize in?
We focus on real estate, healthcare, financial services, high-net-worth families, and international trade with tailored expertise in each sector.
Do you offer forensic accounting services?
Yes, our team handles business disputes, FCPA investigations, insurance claims, and family law forensics with expert testimony capabilities.
Reviews (1)
Raymond Fernandez
Jul 14, 2018
Report
Great place to turn when you have financial and legal questions. I've known Adam many years and trust his guidance. A wealth of knowledge!
