CBIZ Boca Raton tax and estate planning experts serve high net worth individuals and family offices in South Florida. With close ties to the CBIZ New York office, our Florida practitioners’ deep experience with issues affecting taxpayers in the Northeast — combined with their cultural overlap — allows us to provide service continuity to our clients who spend part or all the year in Florida.

With a collective team of over 700 professionals across several closely knit East Coast locations, we enhance CBIZ and CBIZ CPAs'* audit, accounting, tax and consulting services capabilities. Our specialties include business continuity, international tax, forensic accounting, litigation support, family office and financial advisory services.