We’ve been with Joel for close to fifteen years and it’s always the same people on our file. I don’t re-explain our business every March, and when something comes up mid-year I email him directly and hear back the same day.
Miami · Fort Lauderdale · West Palm Beach · Since 1998
Since 1998,the same people.
A South Florida CPA firm working with owner-operated businesses across Broward, Miami-Dade, and Palm Beach counties. Tax, accounting, and consulting — handled by a team that doesn’t turn over between filing seasons.
- In South Florida Since 1998
- Florida CPA License #AC
- Member, AICPA
- Member, FICPA
Our Services
Four practices. One team.
Tax, accounting, consulting, and the planning that decides what an owner keeps — delivered by the same people from year to year.
Accounting & Assurance
Monthly close, payroll, and books clean enough for a bank, an audit, or a buyer.
Consulting
Entity structuring, cost segregation, R&D credits, and the decisions that shape an owner’s return.
Estate, Trust & Succession
The tax modelling, valuations, and filings behind an estate plan and a business handoff.
Industries We Serve
Depth in a few sectors, not a menu of everything.
We know these industries because we work in them every week — the vocabulary, the reporting, and the traps.
Real Estate & Construction
Developers, general contractors, and investment-property owners. WIP schedules, percentage-of-completion, and 1031 exchanges.
Small & Mid-Size Private Companies
Owner-operators and family businesses with W-2s, K-1s, and books that need to talk to each other cleanly at year-end.
Manufacturing & Distribution
Inventory costing, multi-state nexus, and equipment depreciation for producers and distributors shipping across state lines.
Retail & Wholesale
Sales tax compliance across jurisdictions, margin and inventory reporting, and cash flow through seasonal peaks and troughs.
28
Years in Practice
10
Team Members
300+
Client Businesses
7 Years
Average Client Tenure
Why Firms Stay
Our average clienthas been here seven years.
That number is the whole argument. Staff turnover is what costs you money at an accounting firm — someone new relearns your business every year, misses what the last person knew, and asks you the same questions in March. Ten people, twenty-eight years, and very little churn means the person who closed your books last year is closing them this year.
- Ten people on staff — enough depth to cover an audit, a valuation, and a filing deadline in the same week.
- Four industries we work in constantly, not eight we list on a page.
- Direct access to the partner on your engagement. Not a portal and a ticket queue.
Client Voices
In the words of the businesses we work with.
Our previous CPA missed a Florida sales-tax exposure that would have cost us six figures in penalties. Joel’s team caught it in the first quarter we worked with them, and they’ve been flagging things before they become problems ever since.
When we were closing on a warehouse last year I needed cost-segregation guidance on forty-eight hours’ notice. Joel got on the phone with me and our attorney the next morning. That kind of partner-level access is rare at any firm, let alone one this size.
Insights
Notes from the practice.
Specific answers to the questions South Florida business owners bring us most.
Form 5472: what foreign-owned U.S. LLCs actually have to file
Read More: Form 5472: what foreign-owned U.S. LLCs actually have to file
Sales tax nexus in Florida, and the county surtax most businesses miss
Read More: Sales tax nexus in Florida, and the county surtax most businesses miss
R&D tax credits for manufacturers: who actually qualifies
Read More: R&D tax credits for manufacturers: who actually qualifiesOur Office
Our office.
We work from a single office — not a floor of a tower downtown. Meetings happen here, at your place of business, or over video, whichever fits the work. Most of our clients are in South Florida, though we work with businesses across the state — accounting doesn’t require being in the same room.
Joel Friend & Associates2863 Executive Park Dr Ste 105
Weston, FL 33331
(954) 704-1040
[email protected]
Weston, FL 33331
(954) 704-1040
[email protected]
Office Hours
Monday – Friday, 9:00 AM – 5:00 PM