Harless & Associates is a full service CPA firm with offices in West Palm Beach and Tequesta, Florida. We specialize in accounting, tax planning, tax preparation, staffing and concierge services for individuals, families, partnerships, corporations, trusts, estates and foundations.
Our clients are both domestic and international and are from all walks of life. Accounting services include bill pay and bookkeeping services with monthly reporting. Our team of seasoned tax professionals are known for their expertise in minimizing taxes and IRS audit representation.
Our family office and concierge services are tailored for individuals and families who need a trusted family partner to assist with handling family financial responsibilities and managing households. These services include bookkeeping, budgeting, payroll, organization of bills; vetting services for household management; coordination of appraisals for real property, jewelry and art for insurance and estate purposes; financial oversight of repairs, maintenance and remodeling projects; planning and budgeting for assisted living and nursing home care; consolidation and analysis of investment data and investment portfolio performance; financial management of residential properties, aircraft and yachts. We handle all of these services for our clients so that they are free to focus on their quality of life.
Originally based in Atlanta, Georgia, Harless & Associates was established in 1987 to provide personalized tax services for corporations, executives, small business owners and other professionals. The business came about as a result of tax law changes in 1986. As the accounting firm grew in clients, the firm found additional client needs in the areas of insurance, financial planning, investment management and securities brokerage.
In 2011, Harless & Associates opened its second office in West Palm Beach, Florida. Based on client needs and local demand, this office expanded its offerings to include Concierge and Accounting based services. In February of 2015, Caroline and Steve Harless sold the Atlanta location and now are focused exclusively on further developing their West Palm Beach location. With national and international clients, West Palm Beach was a natural location for their primary business.
In 2017, Harless & Associates added a second office in Jupiter/Tequesta, FL, when it merged with Viniar & Company, CPAs to form Harless, Viniar & Associates, CPAs, LLC.