Rickey Mittelberg is a partner with Kabat, Schertzer, De La Torre, Taraboulos & Co. where he focuses his practice on of general business consulting, personal tax planning, business tax preparation, financial planning, estate planning and IRS representation, and general accounting services. Mittelberg, services a multi-faceted, broadly diverse individual and business clientele in South Florida’s Miami-Dade, Broward, and Palm Beach Counties. He also offers services to individuals and businesses located both across and outside the State of Florida, with international clients as well.
Mittelberg joined the firm in 2015 when Roth, Jonas, Mittelberg & Hartney, CPA’s, P.A. merged with KSDT. Mittelberg has been practicing in the public accounting arena for over 30 years.
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)
Holds an Insurance License
Series 6 Designation
Fairleigh Dickinson University – Master's degree
Ithaca College – Bachelor of Science degree
Areas Of Expertise
- State & Local Tax Consulting
- Reviews of Returns Prepared by Others
- Retirement Planning
- Representation Before the IRS and Other Taxing Authorities
- Preparation of Tax Returns for Individuals, Corporations, Partnerships and Estates And Trusts
- Personal Financial Tax Planning
- Payroll, Sales and Use-tax Reporting
- Payroll Issue Management
- International Taxation
- Individual, Corporate And Partnership Tax Planning
- Form 990 and 990-T Filings
- Form 5500 Filings
- Family Business Tax Planning
- Estate and Gift Tax Planning