The place to find the solution, or the connection to the solution.

The rules for reporting foreign
pensions are complex, this article can get you
started in the right direction

“Behind every good business is a great accountant.”

Sarasota’s premier CPA firm providing a variety of tax, audit and accounting services to businesses and individuals.

Featured Services

KB Healthcare Consultants

KB Healthcare Consultants is dedicated to providing service to the healthcare industry including all physician practice specialties, non-physician practitioners, laboratory and ancillary services, ambulatory surgery centers, hospitals, and imaging centers.

Nonprofit Organization Services

Kerkering Barberio has a team of Audit and Accounting, Tax and Enterprise Risk Management specialists who are experienced in the Nonprofit environment and can assist the leaders of these organizations to meet their goals and objectives.

International Tax

The international tax advisors of Kerkering Barberio offer unparalleled experience in the highly complex and increasingly regulated area of international taxation of non-resident aliens and non-citizens.

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Featured Team Members

Heather Williams

Ms Williams joined Kerkering, Barberio & Co. in 2010 and became a shareholder in 2016. Her areas of practice include Individual and Business Tax Consulting and Estate and Trust Planning.

Phoebe Trumpler

Phoebe Trumpler, CPA joined Kerkering Barberio in 2005 and was admitted as a shareholder in 2016. Ms. Trumpler’s primary practice is in International Tax, providing consulting, tax planning, and preparation of U.S. tax returns for U.S. citizens and tax residents who have international income and investments. She assists individuals with offshore tax compliance issues related to Foreign Bank Account Reports (FBAR) and the Foreign Account Tax Compliance Act (FATCA)

Brian Leidel

Mr. Leidel’s focus is in Individual and Business Tax Consulting. He specializes in working with business owners and high net-worth individuals to develop tax and financial strategies.

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KB Careers

Located on the beautiful southwest coast of Florida, we enjoy the honor of residing in one of Money Magazine's "Best Small Cities to Live." At the same time, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff.

Careers

What Our Clients Have To Say

Time and again, Kerkering Barberio has had the experience and knowledge that our organization is looking for in an accounting firm. They know our business almost as well as we do, and that’s the value in a long-term relationship.

Steve Bourne

Chief Financial Officer, Sarasota Family YMCA

Kerkering Barberio knows accounting and the name carries a lot of respect in our community. As a business owner, I can sleep at night, knowing we are doing things the right way with their guidance.

Paul Hoffman

President, SouthTech

For the KB team, it’s not enough to just listen to what your initial question is. They go the extra mile to get the 30,000-foot view and understand the ‘why’ behind your question to help you think through your situation more deeply and understand all of your options. On a scale of 1 to 10 in client service, it’s just a 10!

Debra Jacobs

President/CEO, The Patterson Foundation

Having direct access to a larger network of accounting professionals as part of the Leading Edge Alliance provides Kerkering Barberio with a strong connection to CPAs worldwide who have had direct experience with situations our donors may be experiencing. That’s incredibly valuable from our organization’s perspective.

Cory Reeves

Chief Financial Officer, Gulf Coast Community Foundation

For a non-profit organization like ours, having an accountant like Kerkering Barberio is like an insurance policy, but better. They are always there when we need them, working behind the scenes to keep things running smoothly. The team’s knowledge and dedication are a great resource to have on our side.

Susan Wood

Executive Director, Wilson-Wood Foundation

Hungarian is a uniquely difficult language, and the prospect of having to translate every piece of an important financial document that I had to file was very frightening. Annamaria Kiss and the International Tax team at KB put me at ease immediately, laying out a plan and letting me know what to expect. Her fluent Hungarian and knowledge of Hungarian banking and tax law allowed me to handle a complex situation in a way that made me feel comfortable and confident.

I.S.

KB International Client

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The place to find the solution, or the connection to the solution.

The rules for reporting foreign pensions are complex, this article can get you started in the right direction

“Behind every good business is a great accountant.”

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Sarasota’s premier CPA firm providing a variety of tax, audit and accounting services to businesses and individuals.

Featured Services

Featured Team Members

KB Careers

What Our Clients Have To Say

Steve Bourne

Paul Hoffman

Debra Jacobs

Cory Reeves

Susan Wood

I.S.

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The rules for reporting foreign
pensions are complex, this article can get you
started in the right direction