Business Details
Trusted Accounting and Advisory Services in Baltimore
Rosen Sapperstein Friedlander is a premier accounting and advisory firm with decades of experience serving family offices, ultra-high-net-worth families, and middle-market organizations. Our team of certified professionals delivers tailored solutions in tax planning, audit services, business consulting, and wealth management, prioritizing client success through strategic financial guidance. With expertise spanning industries such as healthcare, real estate, government contracting, and manufacturing, we act as trusted partners to navigate complex financial landscapes.Our commitment to innovation, compliance, and personalized service ensures clients achieve long-term growth and stability. Backed by a reputation for excellence, we integrate deep industry knowledge with proactive strategies to address evolving regulatory and operational challenges. Our collaborative approach fosters transparency and trust, enabling clients to focus on their core missions while we optimize their financial performance.
Services
Assurance Services
Business Consulting
Tax Planning
Family Office Solutions
Healthcare Consulting
Digital Advisory
Forensic Accounting
Wealth Management
Audit Services
Strategic Planning
Highlights and features
- We offer decades of experience in accounting and advisory services for complex financial needs.
- Our team delivers tailored solutions for family offices and ultra-high-net-worth clients.
- We combine tax expertise with strategic consulting to optimize business outcomes.
- Our industry-specific knowledge spans healthcare, real estate, government contracting, and more.
- We prioritize client collaboration and transparent, results-driven financial strategies.
Associations and certifications
- AICPA Peer Review Program
What people say
Expertise and depth
Superior work
Knowledge and expertise
Successful acquisitions
Vital tax guidance
Services
Assurance Services
Our assurance services provide accurate financial visibility through audits, reviews, and compilations. We ensure compliance with standards like GAAP and HUD, offering stakeholders confidence in financial reporting. With a focus on technology-driven solutions, we streamline processes for privately held companies and nonprofits.
Family Office Services
We deliver comprehensive family office solutions, including tax compliance, estate planning, and governance. Our expertise in structuring and legacy preservation helps ultra-high-net-worth families manage assets and mitigate risks across generations.
Tax Services
Our proactive tax planning and compliance services minimize liabilities while navigating complex regulations. Specialized in aircraft taxation, mergers, and qualified opportunity zones, we provide strategic advice for individuals and corporations.
Business Consulting
We address business challenges with agility, offering expertise in operational advisory, mergers, and executive compensation. Our collaborative approach ensures tailored solutions for growth, compliance, and market adaptation.
Healthcare Consulting
We support healthcare organizations with revenue cycle management, telehealth implementation, and regulatory compliance. Our services enhance patient care and operational efficiency while adapting to industry changes.
People
Jeffrey Rosen
Managing Partner
Jeffrey Rosen leads with decades of accounting and advisory expertise, guiding clients through complex financial strategies and fostering long-term growth.
David Rosen
Partner, Chair of Tax Services
David Rosen specializes in tax law and family office structuring, authoring industry-leading resources and delivering innovative solutions for high-net-worth clients.
Sarah Clarke
Partner
Sarah Clarke offers strategic healthcare consulting, optimizing operations and compliance for medical practices and health systems with a focus on patient-centric care.
Rick Daeschner
Partner
Rick Daeschner provides audit and assurance expertise, ensuring financial accuracy and regulatory compliance for diverse industries through tailored advisory services.
Samantha Haines
Partner
Samantha Haines specializes in tax advisory, delivering strategic planning solutions for corporations and individuals to minimize liabilities and maximize growth.
Questions
What industries do you specialize in?
We serve family offices, healthcare, real estate, government contracting, manufacturing, nonprofits, and more with tailored financial expertise.
Do you offer international tax services?
Yes, our team navigates cross-border tax complexities, including compliance and structuring for global operations.
How do you support family offices?
We provide governance, estate planning, and tax compliance services to preserve wealth and ensure multigenerational success.
What sets your audit services apart?
Our technology-driven audits ensure accuracy, compliance, and actionable insights tailored to your industry's unique needs.
Can you assist with healthcare regulatory compliance?
Yes, we specialize in HIPAA, revenue cycle management, and payer contract negotiations for healthcare providers.
Do you provide advisory for mergers and acquisitions?
Yes, our team offers strategic guidance on M&A transactions, including tax implications and integration planning.
Reviews (1)
Dmv Greg
Nov 21, 2021
Report
My accountants for numerous businesses over the past 25 years. Professional, fair and competent. Highly recommend.
