Templeton Advisors is a CPA and advisory firm for leaders who want more than basic compliance. We partner with privately held businesses, family offices, and investors to bring 𝗱𝗲𝗲𝗽 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲, 𝗰𝗹𝗲𝗮𝗿 𝗴𝘂𝗶𝗱𝗮𝗻𝗰𝗲, 𝗮𝗻𝗱 𝗰𝗮𝗹𝗺 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 to every major financial decision.

Rooted in Florida and serving clients across the U.S., we specialize in the areas where precision, judgment, and foresight matter most:

  • 𝗔𝘂𝗱𝗶𝘁 & 𝗔𝘀𝘀𝘂𝗿𝗮𝗻𝗰𝗲 that stands up to scrutiny and strengthens stakeholder trust
  • 𝗧𝗮𝘅 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 & 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 that looks years ahead, not just to the next deadline
  • 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻 & 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 for buying, selling, or recapitalizing a business
  • 𝗥𝗶𝘀𝗸 & 𝗶𝗻𝘁𝗲𝗿𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗿𝗼𝗹𝘀 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 to protect what you’ve built while you scale
  • 𝗙𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲 & 𝘄𝗲𝗮𝗹𝘁𝗵 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 for multi-generational clarity and stewardship

Clients turn to Templeton when the numbers are complex, the stakes are high, and they need advisors who will 𝗮𝘀𝗸 𝗯𝗲𝘁𝘁𝗲𝗿 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀, 𝘀𝗲𝗲 𝘁𝗵𝗲 𝘄𝗵𝗼𝗹𝗲 𝗽𝗶𝗰𝘁𝘂𝗿𝗲, 𝗮𝗻𝗱 𝘀𝗽𝗲𝗮𝗸 𝘄𝗶𝘁𝗵 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 𝗿𝗮𝘁𝗵𝗲𝗿 𝘁𝗵𝗮𝗻 𝗷𝗮𝗿𝗴𝗼𝗻. Our teams blend decades of experience with leading technology and up-to-the-minute regulatory insight to help you navigate change with confidence.

What you can expect working with us:
  • 𝗗𝗲𝗽𝘁𝗵, 𝗻𝗼𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝗹𝗶𝘀𝘁𝘀. Proudly specialized teams focused on accounting, audit, tax, valuation, and advisory.
  • 𝗖𝗮𝗹𝗺, 𝗰𝗮𝗻𝗱𝗶𝗱 𝗴𝘂𝗶𝗱𝗮𝗻𝗰𝗲. Objective, level-headed advice you can rely on in boardrooms, transactions, and critical decisions.
  • 𝗔 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗮𝗿𝘁𝗻𝗲𝗿. We invest in relationships, not one-off projects - standing beside you as your business and wealth evolve.

If you’re a CEO, founder, family office, or investor seeking a trusted advisory relationship, 𝗿𝗲𝗮𝗰𝗵 𝗼𝘂𝘁.

Templeton Advisors

Kris Red

This department is responsible for conducting financial assessments and compliance reviews to ensure accuracy and accountability.

Audit Department

This department manages all tax-related activities, ensuring compliance and optimizing tax strategies.

Tax Department

This department manages financial records, budgeting, and reporting to ensure accurate financial oversight.

Accounting and Finance

This department focuses on overseeing tax-related processes and ensuring compliance with relevant regulations.

Tax Management

This department provides specialized tax consulting and compliance services to clients.

Templeton Advisors

Org chart

Teams

Audit Department

Tax Department

Accounting and Finance

Tax Management

Tax Services

Offices

Templeton Advisors

Org chart

Teams

Audit Department

Tax Department

Accounting and Finance

Tax Management

Tax Services

Offices

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