CPA Firm – Templeton Advisors
Templeton Advisors is an independent CPA and advisory firm delivering audit, tax, and valuation services from two Florida locations. The firm’s West Palm Beach office sits at 222 Lakeview Avenue, Suite 1200, in the Esperante Building and can be reached at 561-798-9988, while its Fort Lauderdale office is at 201 East Las Olas Boulevard, Suite 1650, in The Main, reachable at 954-333-0001.
Service offerings include Audit & Assurance, Tax Strategy & Compliance, Transaction & Valuation Advisory, Risk & Internal Controls Advisory, and Family Office & Wealth Advisory. The firm specializes in serving Construction & Real Estate, Manufacturing & Distribution, Nonprofit Organizations, Employee Benefit Plans, Family Office Clients, and Private Equity Firms, applying its services across these sectors.
According to the firm, it supports complex organizations with expertise spanning construction, nonprofits, employee benefit plans, and corporations. It describes its tax work as proactive planning and compliance support, and its transaction services as business valuation and transaction support for growth, transition, and ownership changes. Several differentiators are highlighted, including senior advisor involvement throughout engagements, quick decision-making as an independent firm, consistency through long-term client relationships, direct accountability, and large-scale experience combined with the accessibility of a smaller firm.
The firm publishes an Insights section offering guidance on audit readiness, regulatory changes, and financial decisions, with recent content addressing employer-sponsored programs, estate planning, and nonprofit analytics. Clients can access a payment portal to pay bills online and can contact the firm for initial consultations through the website contact form.
With offices in both West Palm Beach and Fort Lauderdale, Templeton Advisors covers the South Florida market, pairing audit, tax, valuation, risk advisory, and family office services for businesses, nonprofits, and private equity clients across the region.