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Individual Tax Preparation
Federal and state returns for individuals and families. Form 1040 with all schedules, multi state filers, rental and investment activity, and flow through income from your entities.
Individual tax preparation →Founded 2006 · Coral Gables, Florida · Serving clients nationwide
You run the business. We handle the back office.
White glove tax preparation, accounting, payroll, and IRS representation for entrepreneurs who want clean books, filings that hold up, and no surprises from the Service.
Led by an Enrolled Agent and Fellow of the National Tax Practice Institute. Federally licensed to represent taxpayers before the IRS under Circular 230.
Two firms. One system.
Planning decides what happens. Compliance makes it stick.
A tax strategy is worth exactly what you can substantiate. The election has to be filed on the right form by the right date. The books have to reflect the structure. The documentation has to exist before anyone asks for it. That work is what this firm does.
Proactive Tax Advisors, Inc. · Est. 2019
The plan
Forward looking tax planning for business owners and real estate investors carrying six figure liabilities. Entity structure, income flow, timing, deductions, and credits, engineered before the year closes.
Full Compliance, LLC · Est. 2006
The execution and the defense
Tax preparation, accounting, payroll, and IRS representation. The filings that carry the plan, the records that support it, and the advocate who stands in front of the IRS if it is ever questioned.
You do not need a planning engagement to work with us. Many clients come to Full Compliance for preparation, bookkeeping, or an IRS matter and never engage in planning at all.
Core services
Three disciplines. One standard of care.
02
Business Tax Preparation
Form 1065 for partnerships, Form 1120 for C corporations and Form 1120-S for S corporations, with basis tracking, reasonable compensation analysis and state filings.
Business tax preparation →03
Accounting & Bookkeeping
Bookkeeping, financial statements, payroll processing, accounts payable and receivable, budgeting and forecasting, and cash flow management. You always know your numbers, not just your bank balance.
Accounting details →04
IRS Representation
Direct representation before the Internal Revenue Service. Examinations, collection matters, penalty relief, and appeals. Once a power of attorney is on file, the IRS deals with us and you stop taking the calls.
Representation details →When the IRS is already involved
Representation, not just paperwork.
Clients who engage us for continuous service rarely face IRS problems. When someone arrives who has not had optimal advice, the situation is almost always solvable. Notices, liens, levies, garnishments, and years of unfiled returns each have a defined statutory remedy.
The difficulty is rarely the law. It is knowing which remedy applies, what the Service will accept as proof, and getting there before the next enforcement step.
- Examination and audit representation
- Unfiled and back year income tax returns
- Penalty abatement and reasonable cause relief IRC §6651
- Offers in Compromise IRC §7122
- Installment agreements IRC §6159
- Currently Not Collectible and hardship status IRM 5.16.1
- Lien and levy assistance, wage garnishment release IRC §6343
- Trust Fund Recovery Penalty matters IRC §6672
- Collection Due Process hearings IRC §§6320, 6330
- Appeals before the Independent Office of Appeals IRC §7803(e)
- IRS correspondence and notice management
Each remedy above is a statutory or administrative procedure with its own eligibility rules, forms, and deadlines. Which one fits depends on facts we review with you first.
Why the record matters
A position is worth what you can prove.
Most deductions that fail in examination do not fail because the law was wrong. They fail because the taxpayer could not produce the log, the lease, the minutes, the appraisal, or the election at the moment it was requested.
Contemporaneous records are the difference between a defensible position and an expensive one. That means the time log written during the year rather than reconstructed after the notice arrives. The lease that actually exists between the entities. The election filed on the correct form by its statutory deadline, not attached to an amended return two years later.
We build that record as part of the engagement rather than after the fact, and we tell you plainly when a position is well established, when it is defensible but aggressive, and when it should not be taken at all.
What sets us apart
Boutique service. Enterprise grade precision.
Credentialed representation
Led by an Enrolled Agent, Certified Tax Planner, and Fellow of the National Tax Practice Institute, with a Master of Science in Taxation.
Secure and remote
An encrypted, cloud based platform. Work with us from anywhere, with the same quality you would get across the desk in Coral Gables.
Built for entrepreneurs
We understand the speed and complexity of growth stage businesses and scope every engagement accordingly.
Nearly twenty years
Founded in 2006. Some clients have been with the firm since 2009. That continuity is the point.
In our clients' words
Proven outcomes.
"I have been a client of Full Compliance LLC since 2009, and I can confidently say that their expertise has been invaluable to my personal and professional financial management."
"It's a relief to know that my financial matters are in such capable hands. Working with Daniel has been a game changer for my practice, and I couldn't be happier with the results."
"As a personal injury attorney, I understand the importance of having a trustworthy partner to handle complex financial matters, and Daniel has consistently delivered."
How an engagement starts
No cost to find out where you stand.
01
Complimentary consultation
We listen to the situation in complete confidence at no charge. If there are notices, bring them. If there are unfiled years, tell us how many. Nothing you say obligates you to engage.
02
Records and transcript review
We look at what has actually been filed and assessed, review the books behind it, and identify what is genuinely available to you rather than what sounds good.
03
Written scope and fee estimate
You receive a written description of the work and an estimate of our fees before anything begins. No open ended billing and no surprises.
04
Execution and ongoing compliance
We file, reconcile, and represent. Once the immediate matter is resolved, we keep you current so the same problem does not come back.
Your next step
Clean books. Correct filings. Peace of mind.
Schedule a complimentary consultation. We will answer your questions, explain your options, and give you a written estimate before any work begins.
Strictly confidentialNo costNo obligation