Our Services

Tax Planning
& Compliance

Our professionals have 30+ years of tax & accounting experience at both the international & corporate firm level. Trained on the latest regulations & technologies, we offer tax planning & compliance for individuals, corporations, estates, trusts, & exempt organizations.

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Business Planning
& Compliance

From choosing the entity of your business to effective coordination of the transition of your business to your successors, we are fully qualified to assist you in developing, implementing, & reviewing a successful plan for your business.

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Retirement
& Estate Planning

A structured financial plan prepares you to face financial challenges, achieve financial goals, & strengthen financial security. Effective estate planning facilitates the orderly transfer of assets & secures a plan for each aspect of your estate.

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Family Accounting
& Reporting

Management of a family’s own wealth, sometimes accumulated over family generations, is a core service of our firm. Our team is dedicated to providing services for a broad range of tasks associated with managing personal financials.

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Get to know us

With over 30 years of tax & accounting experience – both at the international & corporate firm level – our goal is to utilize our knowledge & expertise to offer exceptional service & attention with a local firm atmosphere.

MEET THE TEAM

Located in Jupiter, FL

Founded in 2002, the tax accounting firm of Travani & Richter, P.A. opened North Palm Beach County. From day one, we have committed ourselves to provide clients with personalized quality service.

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