Business Details
50+ Years
experience
Your Trusted Accounting Partners in Delray Beach, FL
Since 1974, our firm has provided specialized tax, estate, and financial planning services for individuals and closely held businesses. Our team combines decades of experience with personalized attention to help clients meet compliance requirements and achieve long-term financial goals. We prioritize client success through strategic tax planning, wealth preservation, and business consulting. Our professionals maintain advanced certifications and exceed continuing education requirements to stay current with evolving tax laws and financial technologies. With a legacy of service spanning multiple generations, we remain committed to delivering tailored solutions that reflect each client's unique circumstances and objectives. 
Services
Tax Preparation
Estate Planning
Financial Planning
Business Consulting
Investment Review
Details
- Year established: 1974
Highlights and features
- We offer over 50 years of combined experience in tax, estate, and financial planning for individuals and businesses.
- Our team maintains active CPA certifications and exceeds professional continuing education requirements.
- We specialize in customized tax strategies for diverse business sectors including real estate and professional services.
- Our partners serve on local community boards and maintain deep regional business networks.
- We provide free initial consultations to address client-specific financial concerns.
Services
Tax Preparation
We prepare federal and state tax returns for individuals, corporations, partnerships, and trusts. Our expertise covers complex tax situations including multi-state filings and business entity structures. Clients benefit from proactive tax planning strategies that minimize liabilities while ensuring compliance with evolving regulations.
Estate Planning
Our estate planning services include gift tax strategies, trust creation, and succession planning. We help clients preserve wealth across generations through customized plans that address both tax efficiency and family dynamics. Services integrate with broader financial planning objectives.
Financial Planning
We develop comprehensive financial plans covering retirement, education funding, and investment strategies. Our approach combines tax optimization with long-term wealth preservation techniques tailored to individual client goals and risk profiles.
Business Consulting
We provide strategic guidance on business structure, succession planning, and operational efficiency. Services include pension plan design, fringe benefit analysis, and transaction advisory for business purchases or sales.
Investment Review
Our investment review service evaluates tax implications of investment strategies. We collaborate with clients and their advisors to optimize after-tax returns through capital gains management, tax-loss harvesting, and income distribution planning.
People
Kim Beaumont
Partner
Certified Public Accountant with 35+ years of experience in tax planning for businesses and estates. Former board member of multiple community organizations, including Impact100 Palm Beach County. Specializes in real estate and professional services sectors.
Carla D. Thrower
Partner
CPA with over 30 years of expertise in estate tax planning and business advisory services. Active in local historical societies and Junior Achievement. Merged her Delray Beach practice with TGB in 2024 to expand service capabilities.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, financial statements, business consulting, and succession planning tailored to small businesses across various industries.
Do you specialize in any particular tax areas?
Our expertise includes complex individual tax returns, estate tax planning, and business entity structuring with specialization in real estate and professional services sectors.
How can you help with investment tax planning?
We analyze investment strategies to optimize after-tax returns through capital gains management, tax-loss harvesting, and income distribution planning.
What experience do your partners have?
Our partners collectively hold 70+ years of CPA experience, with specialties in tax law, estate planning, and business advisory services for local enterprises.
How do you stay current with tax law changes?
We exceed professional continuing education requirements and maintain memberships in AICPA and FICPA to ensure up-to-date knowledge of tax regulations.
