Services
Everything your return touches,
under one roof.
Tax preparation is the visible part. Underneath it sit books, payroll, entity structure, and deadlines — and gaps between providers are where problems grow. We run the whole stack.
Individual Tax Preparation
Form 1040 preparation for employees, families, self-employed professionals, and investors — multi-state and marketplace income handled right.
Business Tax Preparation
S-corporation (1120-S), partnership (1065), and sole-proprietor returns with K-1s, basis awareness, and multi-state filings.
Tax Planning
Proactive projections, entity and compensation strategy, and timing decisions made before December 31 — when they still count.
IRS Representation & Resolution
An Enrolled Agent answers the IRS for you — notices, audits, payment plans, and penalty relief where you qualify.
Accounting
Monthly financials, account reconciliations, and year-end close — numbers your banker, and your tax return, can rely on.
Bookkeeping
Transaction categorization, QuickBooks setup, and catch-up cleanups — Online or Desktop — kept current all year.
Payroll
Payroll runs, federal and state filings, W-2/1099 season, and the S-corp owner payroll most providers set up wrong.
Business Formation
Florida LLC and corporation setup, EINs, S-corp elections — structured around how the entity will actually file taxes.
ITIN Services (CAA)
ITIN applications and renewals through an IRS Certifying Acceptance Agent — documents verified in person, passport stays with you.
Foreign Tax Compliance
U.S. compliance for foreign owners: Form 5472 for foreign-owned LLCs, FIRPTA withholding, 1040-NR returns, and treaty positions.
Describe your situation in the contact form and we'll route it — no charge for pointing you in the right direction, even if the answer is 'you don't need us yet.'
Start with a conversation, not a contract.
A consultation gives you a scope and a fixed fee. You decide from there.