CPA serving Boca Raton · Palm Beach County
Tax & Advisory for Boca Raton
Boca's economy blends wealth management, medicine and headquarters-grade business, tax strategy here has to keep up.
Boca Raton earned its polish honestly. The city that gave the world the IBM PC now hosts a dense professional economy, wealth management and financial firms around Mizner Park and Glades Road, medical and dental practices serving an affluent and growing population, corporate offices in the innovation campus and the office parks off I-95, and Florida Atlantic University feeding talent into all of it. Entrepreneurs here operate with sophistication and expect the same from advisors.
Integris Accounting meets that expectation with credentials and attention in equal measure. Edgar's Master of Science in Taxation and Big Four grounding support advanced planning, multi-entity structures, practice transitions, investment property strategy, executive compensation, while the boutique model keeps him personally on your file. Boca clients engage us for coordinated business and personal strategy, delivered through a modern portal and a disciplined annual planning rhythm.
In affluent markets the tax stakes rise faster than the effort most firms apply. A Boca household with a practice, a portfolio and two properties can leak five figures annually through unclaimed elections, poor income timing and uncoordinated advisors. Year-round engagement seals those leaks: projections before decisions, strategy before deadlines, and one CPA accountable for how it all fits together.
Neighborhoods & areas we serve
Local landmarks
You'll find our clients working all around Boca Raton, near Mizner Park, Town Center at Boca Raton, Florida Atlantic University, The Boca Raton (resort), and Boca Raton Innovation Campus.
Boca Raton at a glance
100,000+
residents in the City of Boca Raton
40,000+
businesses across greater Boca Raton
60 min
down I-95 to our Coral Gables office
Getting to our office from Boca Raton
From Glades Road or Palmetto Park Road, take I-95 South for roughly 40 miles to the interstate's end, continue onto US-1 South and follow it about three miles into Coral Gables. Turn right at Ponce de Leon Blvd near the Douglas Road Metrorail station; 4000 Ponce is the tower adjoining the Shops at Merrick Park.
For in-person sessions there's a garage below the office and meters at the curb; for everything routine, our video and portal workflow means Boca clients rarely see I-95.
By appointment only, our Coral Gables office isn't set up for walk-ins, so most Boca Raton clients meet us by video.
Local expertise
Industries we serve in Boca Raton
Map
Serving all of Boca Raton, Florida
Client voices
From a Palm Beach County business owner
Sharp, responsive and genuinely strategic. Our buyout was structured so well the other side's advisors asked who did the work.
Representative client feedback. See our Google profile for current reviews.
FAQ
CPA services in Boca Raton, common questions
Why would a Boca Raton business choose a Coral Gables CPA?
Because the engagement model makes geography irrelevant and the fit makes it worthwhile. Our Boca clients want a senior, credentialed CPA who answers directly, not a leverage-model firm where partners appear at signing. Portal, video and phone carry the year's work; the annual strategy session justifies a pleasant drive in either direction.
I'm a wealth advisor in Boca, can we collaborate on shared clients?
We'd welcome it. Advisors partner with us precisely because we stay in the tax lane while making their strategies executable, Roth conversion analysis, gain budgets, charitable vehicle mechanics and clean reporting that doesn't unravel the plan in April. Shared clients get coordinated advice; both practices get a stronger offering.
Our Boca practice is buying out the founding partner. What's the tax-smart path?
Several paths exist, entity redemption versus cross-purchase, installment terms, consulting agreements, and each splits the tax burden differently between buyer and seller. We model the alternatives with real numbers, coordinate the valuation and legal documents and structure payments so both generations get treated fairly by the code.
Do you handle trust and estate-adjacent tax filings for Boca families?
We prepare fiduciary income tax returns and coordinate closely with estate attorneys on the planning side. Boca households often carry trusts holding property or investments that need annual 1041 filings and distribution planning. We keep the income tax side aligned with the estate plan's intent, two disciplines that too often drift apart.
What does proactive planning look like for a semi-retired Boca business owner?
A different playbook: sequencing withdrawals across accounts to manage brackets, timing the wind-down or sale of remaining business interests, Roth conversion windows before required distributions begin and charitable strategies that fit lower-income years. Semi-retirement compresses decades of tax consequences into a few elective years, planning them is enormously valuable.
Nearby
Ready for a real financial partner in Boca Raton?
One conversation with a CPA who knows your industry can change the trajectory of your year. Schedule a strategy session, bring your questions, your last return, and thirty minutes.