US Accounting, Wealth Firm Opens New Florida Office

Tom Burroughes

6 April 2009

Morrison, Brown, Argiz & Farra, an accounting and wealth planning firm, has opened a new office in Boca Raton, Florida.

The office, led by partner Marjorie Horwin, will house its private wealth services group, providing clients with a personalised service plan - from individual tax planning to sophisticated estate and charitable planning strategies.

"For MBAF to be able to expand and flourish during a time of economic recession is a notable achievement," said Tony Argiz, managing partner of MBAF.

The group’s professional services include individual and closely held entity planning and compliance; estate, trust, gift and charitable tax planning, compliance and administration; family office and concierge services, and assistance with tax-exempt organisations.

In addition to offering private wealth services, the Boca Raton office is also home to MBAF’s “Madoff Task Force” which was organised in December of 2008 to help Florida investors - many of whom live in Palm Beach County - recover tax dollars lost in the multi-billion dollar investment scheme.