Our Firm was Created by Partners with a Vision

In the 27 years that Caler, Donten, Levine, Cohen, Porter & Veil P.A. (CDL) has provided top quality accounting, tax, auditing, business valuation and litigation, and family office services, one guiding principle has never changed: Accounting is about more than just numbers. That’s why we are about more than just accounting. We strive to be the provider of choice to our clients, the employer of choice for our staff, and the corporate citizen of choice in our community.

The experience of the Big Four combined with the responsiveness of a local CPA firm. We’ve blended the personal attention, passion and innovative thinking of a small firm with the broad resources and experience of a larger company—the result is a team of professionals dedicated to growing our clients’ businesses, personal wealth and ensuring their long term security.

Accounting is a relationship business. By spending substantial time with each of our clients, we can develop an understanding of your business and the unique issues you face. This allows us to act as a strategic partner, protecting your assets and looking for ways to improve the profitability of your business. CDL has built a reputation for its highly personalized service to a broad range of clients, from individuals and entrepreneurs to business owners, and public and private entities. Our professional staff of CPAs and consultants is led by a hands-on management team, and we are committed to ensuring that there is a personal connection between every client and at least one of our partners.

The CDL Pledge

  • Close, individualized client contact – prompt, frequent and effective communication.
  • Broad-based business, government and financial expertise.
  • Services that are proactive, timely, and consistently high in quality.
  • Our anticipation of your operational and financial needs.
  • Seasoned veterans in specialized areas such as:
    • Tax and Business Services
    • Assurance – Commercial, Government and Not-for-Profit
    • Litigation Support
    • Management Consulting
    • Personal Financial Planning
    • Bankruptcy and Insolvency
    • Results instead of excuses

Firm Profile

CDL – Where Accounting is More Than Just Numbers

Caler, Donten, Levine, Cohen, Porter & Veil, P.A. was originally formed in 1987 with five partners and a single secretary. Today, we are the leading full-service CPA firm in Palm Beach County, employing almost 80 talented and dedicated professionals. At CDL, we believe that financial strength doesn’t happen by accident – for businesses or individuals. Before forming CDL, each of our partners was once associated with one of the top international accounting firms. Each recognized that there was an opportunity to fulfill a need in our community with a new type of firm. Our philosophy is to combine the knowledge and experience of seasoned professionals from a “Big Four” background with the responsiveness and flexibility of a local CPA firm.

A single source for the business solutions our clients need to succeed in today’s competitive landscape.

Our partners bring to the firm a variety of unique contributions in the areas of technical expertise, client development, and practice management. We are all committed to maintaining the highest professional standards and providing the type of personal and caring services that our clients have come to expect from us.

Old and new economies are merging, and we have to look beyond the numbers.

At CDL, we see the opportunity, challenges, and solutions in every engagement. From the big picture to the everyday details, our partners and managers work together to help our clients clarify their plans and guide them on the right path to achieve them. By investing our resources into learning the industry-specific nuances of each client’s operations, we are able to provide many value-added services to our clients.