CPA serving Plantation · Broward County
Plantation CPA & Advisory Services
Central Broward's corporate address deserves accounting with corporate discipline and boutique attention.
Plantation quietly became one of Broward's most corporate addresses. The Midtown district along University Drive and Broward Boulevard hosts regional headquarters, healthcare campuses and technology offices, while the surrounding neighborhoods, from Plantation Acres' ranch parcels to Jacaranda's golf-course streets, are home to the executives, physicians and firm owners who staff that economy. Professional services, healthcare and corporate management dominate the business mix.
Integris Accounting fits Plantation's professional center of gravity. We serve firm owners and independent professionals with entity strategy and coordinated business-personal tax planning, support corporate managers and executives on equity and multi-state questions, and provide growing companies the compiled financials, payroll infrastructure and fractional CFO oversight they need between bookkeeper and full finance department. Edgar reviews every engagement personally.
Professionals in markets like Plantation rarely lack advice, they lack integration. The financial planner, the attorney and the tax preparer each optimize a silo, and value leaks between them. As a year-round CPA, we sit at the intersection: projections that include the whole household, entity decisions coordinated with legal counsel, retirement design aligned with investments. Integration, more than any single trick, is where the savings live.
Neighborhoods & areas we serve
Local landmarks
You'll find our clients working all around Plantation, near Broward Mall / Plantation Walk district, Plantation Midtown business district, Westfield corporate corridor (University Drive), Volunteer Park, and Plantation Preserve Golf Course.
Plantation at a glance
95,000+
residents in the City of Plantation
5M+
square feet of office space in the Midtown district
40 min
via I-595 and I-95 to our office
Getting to our office from Plantation
Take University Drive or Pine Island Road south to I-595 East, merge onto I-95 South and drive roughly 22 miles to the interstate's end at US-1. Continue south on US-1 into Coral Gables, then turn right on Ponce de Leon Blvd by the Douglas Road station. The office is at 4000 Ponce, Suite 470, beside the Shops at Merrick Park.
Our tower's garage and the meters on Ponce make drop-ins easy, and our video-meeting cadence means Plantation clients rarely need the drive more than once or twice a year.
By appointment only, our Coral Gables office isn't set up for walk-ins, so most Plantation clients meet us by video.
Local expertise
Industries we serve in Plantation
Map
Serving all of Plantation, Florida
Client voices
From a Broward County business owner
Our advisor, attorney and CPA finally talk to each other, and it shows in the results. Best professional decision we've made in years.
Representative client feedback. See our Google profile for current reviews.
FAQ
CPA services in Plantation, common questions
Do you advise corporate employees in Plantation on RSUs and stock compensation?
Yes, equity compensation is where high earners most often overpay. We plan vesting-year taxes, correct the cost-basis errors brokers' forms cause routinely, model exercise timing for options and coordinate withholding so vest events don't create April shocks. If you're at a Midtown employer with equity, this planning usually pays for itself the first year.
Our consulting firm bills seven figures but keeps sloppy books. Can you rebuild the finance side?
That's a classic engagement for us. We rebuild the chart of accounts around service lines, implement monthly closes with margin reporting, formalize owner compensation and layer tax strategy on top of finally-reliable numbers. Firms your size typically discover they've been mispricing engagements, clean books usually change more than tax bills.
Is your firm equipped to work alongside our financial advisor and estate attorney?
We insist on it. Tax strategy executed without the advisor's asset locations or the attorney's document structure creates contradictions everyone regrets. We share projections, join joint calls when decisions warrant them, and make sure charitable moves, entity changes and beneficiary structures pull in the same direction. Your team should behave like one.
What's the difference between a compilation and a review, and which does my lender want?
A compilation presents your numbers in proper statement form without assurance; a review adds analytical procedures and limited assurance, and costs more. Lenders specify which they require, usually by loan size. We prepare both, and we'll read your covenant language before you buy more assurance than the bank actually asked for.
Can you help a Plantation medical group with provider compensation models?
Yes, compensation formulas are where group practices thrive or splinter. We model productivity-based structures, analyze their tax consequences for each provider, and ensure the entity's setup supports the formula cleanly. Numbers everyone understands and trusts prevent the disputes that consume partnerships.
Nearby
Ready for a real financial partner in Plantation?
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.