South Florida · Since 1998
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.
Our Services
Tax, accounting, consulting, and the planning that decides what an owner keeps — delivered by the same people from year to year.
Monthly close, payroll, and books clean enough for a bank, an audit, or a buyer.
Entity structuring, cost segregation, R&D credits, and the decisions that shape an owner’s return.
The tax modelling, valuations, and filings behind an estate plan and a business handoff.
Industries We Serve
We know these industries because we work in them every week — the vocabulary, the reporting, and the traps.
Developers, general contractors, and investment-property owners. WIP schedules, percentage-of-completion, and 1031 exchanges.
Owner-operators and family businesses with W-2s, K-1s, and books that need to talk to each other cleanly at year-end.
Inventory costing, multi-state nexus, and equipment depreciation for producers and distributors shipping across state lines.
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
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.
Client Voices
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.
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
Specific answers to the questions South Florida business owners bring us most.
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.
Monday – Friday, 9:00 AM – 5:00 PM
