Caroline Harless

About Caroline Harless

CAROLINE O. HARLESS Retired. Owner of Harless & Associates, CPAs, until sold to Fuoco in 2021. I was the co-founder and former President and CEO of Peachtree Capital Corporation, Atlanta, Georgia, an independent broker dealer and investment advisory firm. The Atlanta practice of Harless & Associates, CPAs and Peachtree Capital Corporation were sold in 2015.I was also Co-Developer and Owner of Flat Creek Lodge, Swainsboro, Ga. which was sold in 2020. SPECIALTIES: Financial Expertise, Individual & Corporate Tax Planning & Preparation, Securities Brokerage, Retirement Planning, Estate & Trust Planning, Financial Planning, Concierge Services, Home Office Services, & CFO for Families.

Experience

1. Managing Shareholder

   Harless & Associates Cpas, Llc

   Jan 1987 — Present · West Palm Beach, FL, US

   Originally based in Atlanta, Georgia, Harless & Associates was established in 1987 to provide personalized tax services for corporations, executives, small business owners and other professionals. The business came about as a result of tax law changes in 1986. As the accounting firm grew in clients, the firm found additional client needs in the areas of insurance, financial planning, investment management and securities brokerage. Thus, the affiliate, Peachtree Capital Corporation was formed as a broker dealer and an investment advisor to address these client needs.In 2011, Harless & Associates opened its second office in West Palm Beach, Florida. Based on client needs and local demand, this office expanded its offerings to include Concierge and Accounting based services. In February of 2015, Caroline and Steve Harless sold the Atlanta firms to focus exclusively on developing the West Palm Beach lcPA firm. With national and international clients in Florida, West Palm Beach was a natural location. In 2017, they acquired the accounting practice of Viniar & Company in Tequesta and formed Harless, Viniar & Associates, LLC to service North Palm, Jupiter and Martin County. In late 2019, The firms were consolidated into Harless & Associates CPAs, LLC.As Managing shareholder, my role entails oversight and supervision of all operations including marketing, communications and human resources as well as oversight of all accounting and home office services.SPECIALTIES: Tax planning & prep for businesses, Individual & Corporate Tax Planning & Preparation, Tax planning & preparation for nonprofits, Retirement & Estate Planning, Estate & Trust Tax preparation, Concierge Services, Home Office Services, CFO for Families, Budgeting, Accounting & Bookkeeping, IRS & Regulatory Audits, Invoicing, Collections & Bill Pay, Payroll Processing, Payroll Tax Returns, W2 and 1099 Preparation, State and Municipal Sales Tax Returns, Business Structure & Financial Consultation

Education

• Stetson University

  BBA

  1970 — 1974

• Georgia Southern University

  MBA

  1976 — 1978

Skills

• Accounting
• Budgets
• Bank Reconciliation
• Portfolio Management
• Financial Planning
• Equities
• International Tax
• Financial Services
• Estate Planning
• Wealth Management
• Strategic Financial Planning
• Series 7
• Finance
• Life Insurance
• Tax Audit Representation
• Executive Management
• Mutual Funds
• Corporate Tax Planning
• Corporate Development
• Tax-Planning
• Marketing & Communications
• Small Business
• Cpa
• Long-Term Care
• Investment Advisory
• Financial Markets
• Audit Trail
• Retirement Planning
• Bill Paying
• Business Development
• Accurate Data Entry
• Financial Planners
• Accounting Management
• Invoicing
• Estate Tax Planning
• Investments
• Tax Accounting
• Start-Ups
• Journal Management
• Tax Preparation