Services
Tax preparation, accounting, payroll and IRS representation handled by one credentialed team, on one secure platform, with the same people year over year.
Core services
01
Federal and state returns for individuals and families. Form 1040 with all schedules, multi state filers, rental and investment activity, flow through income, estimated taxes and amended returns.
Individual tax preparation →02
Form 1065 for partnerships, Form 1120 for C corporations and Form 1120-S for S corporations, with basis tracking, reasonable compensation analysis, depreciation schedules and state filings.
Business tax preparation →03
Bookkeeping, financial statements, payroll processing, accounts payable and receivable, sales tax, budgeting and forecasting, and cash flow management. The whole back office.
Accounting and bookkeeping →04
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.
IRS representation →A note on planning
Everything on this page reports what already happened. If your objective is to reduce a six figure liability going forward, that is a different discipline on the other side of the calendar.
Proactive planning engagements are handled by our affiliate firm, led by the same principal.
How we work
Access your financial data and documents online at any time through an encrypted platform. The same quality of service remotely as in our Coral Gables office.
Credentialed professionals with advanced degrees and specialised certifications. You are not reassigned every season.
A written description of the work and an estimate of fees before anything begins. In person meetings available when you want them.
Get started
Schedule a complimentary consultation and we will tell you what the work involves and what it costs before you commit to anything.