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Harless & Associates

Harless & Associates


About Us

Harless & Associates is a full service CPA firm located in West Palm Beach, Florida.  We specialize in accounting, tax planning, tax preparation, staffing and concierge services for individuals, families, partnerships, corporations, trusts, estates and foundations.

Our clients are both domestic and international and are from all walks of life.  Accounting services include bill pay and bookkeeping services with monthly reporting.  Our team of seasoned tax professionals are known for their expertise in minimizing taxes and IRS audit representation.

Our concierge services are tailored for individuals and families who need a trusted family partner to assist with managing households and handling family financial responsibilities.  These services include administrative assistance; staffing; home office accounting and CFO services; arrangement of security and transportation; management of residential properties, aircraft, and yachts.  We handle all of these services for our clients so that they are free to focus on their quality of life.  


Donna Holm and Steve Wagmeister, Directors of Tax and Concierge, share information.
Steve and Caroline Harless, Managing Partners, with Marian Olavarria, Associate.

Rep/Contact Info

Gina M. Cieri
Associate, Accounting Services
Caroline Harless
Steven R Harless

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