West Palm Beach CPA & Accounting Firm
Independent audit, tax, valuation, and advisory expertise for businesses, organizations, individuals, and families throughout West Palm Beach and Palm Beach County.
Experience That Runs Deep in Palm Beach County
For more than 30 years, Templeton has served businesses, organizations, individuals, and families throughout Palm Beach County.
From our downtown West Palm Beach office, clients have access to experienced professionals across audit, tax, valuation, and advisory services.
As an independent firm, we combine that depth of expertise with direct access to the advisors who know our clients and their goals.
Accounting, Tax & Advisory Services in West Palm Beach
The right financial expertise can bring more than one perspective to the table. Audit, tax, valuation, and advisory services work together to give businesses, organizations, individuals, and families a clearer understanding of their options and the implications behind important decisions.
Audit & Assurance
Reliable financial reporting gives stakeholders confidence in the numbers while creating an opportunity to take a closer look at the practices and controls behind them. Experience across businesses, nonprofits, employee benefit plans, and other organizations brings added perspective to the process.
Tax Planning & Advisory
Proactive tax planning creates more room to evaluate options before a transaction, investment, ownership change, or other significant decision is already in motion. Ongoing compliance keeps those plans grounded in the tax responsibilities that come with them.
Business Valuation
A well-supported valuation provides more than a number. It gives owners and stakeholders a defensible understanding of value when preparing for a transaction, succession, ownership change, estate matter, or litigation.
Business & Financial Advisory
Some decisions reach across cash flow, taxes, ownership, operations, and long-term goals at the same time. Having experienced financial perspective at the table makes it easier to see how those pieces interact before choosing a path forward.
Transaction & M&A Advisory
A transaction can bring valuation, tax, due diligence, financing, and ownership considerations together all at once. Looking at those pieces collectively gives buyers, sellers, and investors a better understanding of the deal they're considering and what it could mean beyond closing.
Experience Across the Businesses & Organizations That Shape South Florida
Construction & Real Estate
Project timing, cash flow, financing, and taxes can all influence the financial outcome. Industry experience helps contractors, developers, and real estate businesses see how those pieces fit together.
Nonprofit Organizations
Boards, funders, and regulators all bring different financial expectations. Strong audit, reporting, and compliance practices help nonprofits meet those responsibilities while staying focused on their mission.
HOAs & Community Associations
Florida HOAs and condominium associations face specific financial reporting and compliance requirements. Specialized audit and accounting experience helps boards understand and meet those responsibilities.
Employee Benefit Plans
Plan audits involve payroll, participant records, plan documents, outside providers, and regulatory requirements. Specialized experience helps keep the process organized and moving.
High-Net-Worth Individuals & Families
Taxes, investments, business interests, estate planning, and charitable giving can become increasingly connected as wealth grows. Looking at them together supports more informed decisions for today and the future.
Manufacturing & Distribution
Growth and investment can affect cash flow, taxes, reporting, and capital needs. Understanding those financial implications helps leaders make better-informed decisions as the business evolves.
Visit Our Downtown West Palm Beach Office
Esperante Building
222 Lakeview Avenue
Suite 1200
West Palm Beach, FL 33401
Phone: (561) 798-9988
Hours: 8:30 a.m. to 5:30 p.m.
Parking: Garage access off Okeechobee Boulevard or valet service.
Follow John on Linkedin
Meet John Templeton, CEO & Managing Partner Templeton Advisors
John has spent more than two decades helping business owners and leaders understand what their numbers are telling them and make more informed decisions about what comes next.
His approach starts with questions. Before recommending a path forward, John takes the time to understand how the business works, what its leaders are trying to accomplish, and what may be standing in the way.
Need a CPA in West Palm Beach? Connect With John.
Templeton: The Expertise You Need. The Access You Want.
Independent by Design
Remaining independent allows us to put client relationships first. Decisions stay close to the people we serve, with the flexibility to respond as their needs change.
The People You Meet Stay Involved
The person in the proposal is the person reviewing your audit. Senior professionals remain involved throughout the relationship, so clients have direct access to people who already understand their situation.
The Right Expertise, When You Need It
Tax, audit, valuation, and advisory questions donβt always stay separate. When one issue leads to another, the right people can join the conversation without the client having to start over with a new firm.
West Palm Beach CPA FAQ
What should I look for when choosing a CPA firm in West Palm Beach?
Look for experience that matches your needs, direct access to the people handling your work, and expertise that extends beyond a single service. Our audit, tax, valuation, and advisory capabilities allow us to bring different perspectives together when a question crosses disciplines.
Who provides nonprofit audits in West Palm Beach?
Do you work with construction and real estate companies in West Palm Beach?
Do HOAs and condominium associations in Florida need an audit?
What does a business valuation cost in Florida?
What's the difference between an independent CPA firm and a national accounting firm?
Do you only serve clients in West Palm Beach?
Let's Talk
About What's Ahead
Whether you have a question to answer or a bigger decision taking shape, start a conversation with an advisor who will take the time to understand what matters and bring the right expertise to the table.