Fort Lauderdale CPA & Accounting Firm

Templeton Advisors is an independent CPA and advisory firm offering tax planning and compliance, audit and assurance, business valuation, and financial advisory services. Our downtown Fort Lauderdale office serves businesses, nonprofits, individuals, and families whose financial needs extend beyond basic accounting and tax preparation.

Our office is located at 201 East Las Olas Boulevard, Suite 1650, in The Main building in downtown Fort Lauderdale. We serve clients throughout Broward County and surrounding communities, including Plantation, Sunrise, Hollywood, Pompano Beach, Weston, Coral Springs, and Boca Raton.

On-site garage parking and valet service are available. The garage entrance is off S.E. 2nd Avenue, and parking validation is provided.

Templeton Advisors is independently owned, with experienced professionals serving clients throughout South Florida. Our independence means decisions stay close to our clients, and the senior advisors involved in the initial conversation remain involved in the work. You know who's responsible for your engagement and who to call when questions arise.

Our audit and assurance services include financial statement audits, reviews, compilations, nonprofit audits, and employee benefit plan audits. The appropriate service depends on your organization's reporting needs and any requirements from lenders, investors, boards, or regulators. An audit provides the highest level of assurance, while reviews offer limited assurance and compilations provide no assurance.

Tax planning is about understanding the consequences of financial decisions before they're made. A tax advisor can help evaluate business structures, investments, transactions, ownership changes, and estate planning considerations. The goal is to identify available options, anticipate tax obligations, and avoid unnecessary surprises.

A business valuation may be needed when selling a company, buying out a partner, preparing for succession, or making estate and gift planning decisions. Valuations can also be important in shareholder disputes, litigation, and other situations where a credible, well-supported assessment of business value is required.

Construction companies face financial reporting and tax considerations tied to job costing, work-in-progress (WIP) schedules, revenue recognition, cash flow, and bonding requirements. Experience with these issues helps contractors and construction finance teams understand project profitability, prepare for audits, and meet lender or surety expectations.

Templeton provides audit and assurance services for homeowners associations and condominium associations throughout South Florida. Accurate reporting, organized financial records, and clear communication help property managers and volunteer boards understand their association's finances, meet applicable requirements, and prepare for annual meetings.

Many 401(k) and 403(b) plans require an annual audit when they qualify as large plans, generally based on having 100 or more participants with account balances at the beginning of the plan year. Special rules and exceptions can apply. Required audits are typically submitted with the plan's Form 5500 filing, so determining the requirement early helps sponsors prepare for reporting deadlines.

A change in accounting firms often follows a larger change in the business or its existing advisory relationship. Common reasons include company growth, a merger or acquisition involving the current CPA firm, declining responsiveness, new reporting requirements, or a need for more specialized expertise. For many businesses, the deciding factor is finding advisors who can meet their current needs while staying involved as those needs evolve.