Kabat, Schertzer, De La Torre, Taraboulos

What Kabat, Schertzer, De La Torre, Taraboulos does

KSDT is a Miami-headquartered, full-service accounting and advisory firm founded in 1976, serving middle-market businesses, high net worth individuals, and a range of specialized verticals (government contractors, healthcare, technology, real estate, private equity, non-profit) across South Florida and the southeastern United States. The firm operates through an alternative practice structure — KSDT CPA LLP for attest services and KSDT Advisors LLC for non-attest tax and advisory work — and delivers a comprehensive service portfolio spanning tax planning and compliance, assurance and audit, transaction advisory (M&A, valuation, restructuring), client accounting services (CAS) including virtual CFO, wealth management, property management, and registered agent services. Engagement-based professional services billing is the primary revenue model, supplemented by recurring CAS and wealth management engagements. As of September 1, 2025, KSDT merged with Ascend, a strategic platform backed by private equity firm Alpine Investors, making it Ascend's largest merger to date and adding five offices, 29 partners, and 276 professionals to the platform's southeastern footprint. KSDT's India operations were integrated into Ascend's offshore captive, Sentient Solutions, and the firm retains membership in the Integra International global CPA alliance (5,000 member firms) for cross-border reach.

The firm's distribution is built on partner-led client engagement, regional office density (Miami HQ, Coral Gables, Sunrise, Boca Raton, Charlotte), referral networks, and content marketing across LinkedIn, Instagram, Facebook, and YouTube. Talent and culture are positioned as core differentiators — recognized as a South Florida Business Journal Best Place to Work for 4+ consecutive years and ranked the 160th largest US accounting firm by Inside Public Accounting in 2024. Technology stack is described as standard cloud-based accounting tools and process automation (including QuickBooks implementation); no proprietary AI/ML capabilities are disclosed. The Ascend/Alpine Investors platform provides access to private capital, technology, and a roll-up strategy targeting regional accounting firms in the $15–$50 million revenue band.

Name

Kabat, Schertzer, De La Torre, Taraboulos

Legal name

KSDT CPA LLP and KSDT Advisors LLC

Website

https://ksdt.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

101–250 employees

Short description

KSDT is a Miami-based, full-service accounting and advisory firm founded in 1976, serving middle-market businesses, high net worth individuals, and 15+ specialized verticals across the southeastern US. Since September 2025, it has operated under the PE-backed Ascend platform (Alpine Investors) with 276 professionals across five offices.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Accounting services
• Tax advisory
• Audit assurance
• Wealth management
• Business advisory

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Services: Comprehensive tax compliance and planning services including business tax, individual tax, international tax, tax resolution, transfer pricing, and estate/trust tax. Revenue generated through engagement-based fees for tax preparation, planning, and controversy representation.
2. Assurance & Audit Services: Financial statement audits, compilations, reviews, agreed-upon procedures, employee benefit plan audits, internal audit, and compliance audits. Revenue from attestation service engagements.
3. Advisory Services: Business transformation, transaction advisory (M&A), restructuring, litigation support, valuation, healthcare advisory, risk advisory, and succession planning. Engagement-based advisory fees.
4. Accounting (CAS): Client accounting services including bookkeeping, controller services, virtual CFO, financial reporting, and technology/automation solutions. Recurring service engagements.
5. Wealth Management: KSDT Wealth Management division providing wealth management services to high net worth individuals and business owners.
6. Registered Agent Services: Professional registered agent services for Florida business formation, compliance, and entity management. Includes document handling, annual report filings, and compliance monitoring.
7. Property Management: Commercial property management services including administration, maintenance, rent collection, and tenant relations.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

KSDT is a full-service accounting and advisory firm providing tax preparation and planning, assurance/audit, advisory (M&A, restructuring, valuation, forensic), client accounting services (CAS), wealth management, property management, and registered agent services to middle-market businesses, high-net-worth individuals, and specialized industry verticals across South Florida and the southeastern United States.

Product overview

KSDT is a full-service accounting and advisory firm offering a comprehensive suite of professional services organized around five core pillars: Tax Services, Assurance Services, Advisory Services, and Accounting Services (CAS), complemented by specialized wealth management, property management, and registered agent solutions. The firm's service portfolio spans the full business lifecycle—from tax preparation and compliance to M&A advisory, forensic accounting, business valuation, and succession planning. KSDT operates as a unified platform combining traditional accounting expertise with modern technology and automation solutions, serving diverse industries including financial services, healthcare, technology, manufacturing, real estate, and nonprofit organizations across South Florida and beyond.

Differentiator

Problem solved

Functional benefit

Brands

• KSDT Wealth Management: Wealth management services offered by the firm
• KSDT Tax Planning Hub
• KSDT Healthcare Advisory

Products and services

• Tax Services Comprehensive tax preparation and planning services including business tax compliance, individual tax, international taxation, transfer pricing, tax resolution and controversy, trust and estate planning, and credits and incentives optimization.
• Assurance Services Audit and attestation services including financial statement audits, compilations and reviews, agreed-upon procedures, employee benefit plan audits, internal audit and risk assessment, and compliance and regulatory audits.
• Advisory Services Strategic consulting encompassing business transformation, transaction advisory and M&A, business restructuring, litigation support and forensic accounting, valuation and financial modeling, healthcare advisory, risk and compliance advisory, and succession planning.
• Client Accounting Services (CAS) Outsourced accounting including business accounting, bookkeeping, controller and financial reporting, virtual CFO advisory, financial benchmarking, technology and automation solutions, industry-specific CAS, and growth advisory.
• KSDT Wealth Management Wealth management for high net worth individuals and business owners including business owner planning, family office services, insurance strategies, legacy estate planning, and wealth distribution strategies.
• Property Management Commercial property management including contract and lease administration, maintenance and facilities management, capital improvements planning, rent collection, vendor supervision, and tenant relations.
• Registered Agent Solutions Professional registered agent services providing Florida-based representation for legal document receipt, business formation and entity setup, annual report filings, compliance monitoring, and entity renewals.
• Healthcare Advisory Specialized advisory for healthcare organizations including HIPAA/HITECH compliance, provider licensure filings, healthcare employee compensation studies, and M&A valuations.

Quantifiable outcome

• Recognized as Best Place to Work for 4+ consecutive years by South Florida Business Journal
• +3 more outcomes

Named customers1 record

Segments8 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• Integra InternationalcoreStrategic or Co-development PartnerKSDT is a Member Firm of Integra International, a global CPA alliance with 5,000 members extending service reach to every major business center of the world.
• Florida International University (FIU)minorOthersFIU partnership with KSDT as the Official Accounting Firm, part of KSDT's community engagement and university relationships.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• BDO USA: Top-10 global accounting network with significant US presence; provides broader reach and deeper specialty benches but operates as a national/international incumbent rather than a regional specialist.
• RSM US: Leading US middle-market audit, tax, and consulting firm; targets the same middle-market segment as KSDT but at significantly greater scale and as part of a global network.
• Crowe LLP: Top-10 US accounting firm with comparable middle-market focus and advisory expansion strategy; broader geographic footprint than KSDT but similar service lines.
• Plante Moran: Top-15 US accounting and business advisory firm known for strong culture and middle-market focus; provides a benchmark for KSDT's potential scale ceiling as it expands post-merger.

Direct peers

• Marcum LLP: Top-20 US accounting and advisory firm offering tax, audit, advisory, and wealth services with a strong Florida presence - the most directly comparable full-service regional/national CPA competitor.
• EisnerAmper: Large US accounting and advisory firm headquartered in the Northeast with significant Florida operations; comparable full-service model across tax, assurance, advisory, and specialized industries.
• Wipfli LLP: Top-25 US accounting and advisory firm built largely through PE-backed roll-ups; the most relevant comparable for the post-Ascend KSDT platform in terms of structure, size, and trajectory.
• Withum: Top-30 US accounting and advisory firm with strong East Coast presence and similar full-service offerings to middle-market clients - comparable in scale and service breadth.
• Cherry Bekaert: Top-30 US accounting firm offering tax, audit, advisory with similar Southeast presence and middle-market focus - a near-direct comparable in size and service mix.

Regional players

• MBAF (now part of MBAF+Windham Brannon): Historic South Florida-headquartered CPA and advisory firm; the closest pure regional peer in geography and client overlap with KSDT's Miami-Dade and Broward base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@ksdtcpa
• Facebookfacebook.com/KSDTCPA
• LinkedInlinkedin.com/company/ksdt
• Instagraminstagram.com/ksdtadvisors
• Xx.com/KSDTCPA

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kabat, Schertzer, De La Torre, Taraboulos