Every service a household or business needs, all year
37 services across six practice areas, from your personal return to an IRS levy, a forensic investigation or a QuickBooks cleanup. Each has its own detailed page.
Tax Preparation & Planning
Individual, business, international and estate returns, plus year-round planning that lowers what you owe.
Individual Tax Preparation
Federal Form 1040 and any required state returns for employees, families, retirees and investors, prepared by a CPA firm and reviewed line by line.
Learn more Tax Preparation & PlanningBusiness Tax Preparation
Corporate, S corporation and partnership returns, plus Florida corporate income tax, prepared from clean books and filed on time.
Learn more Tax Preparation & PlanningTax Planning
Proactive, year-round strategies that legally reduce what you owe before the year ends, for individuals, owners and families.
Learn more Tax Preparation & PlanningInternational Tax
U.S. tax planning and compliance for foreign companies and individuals doing business in the U.S., and for Americans operating abroad.
Learn more Tax Preparation & PlanningForeign Investors & FIRPTA
Tax support for foreign nationals buying, renting or selling U.S. real estate, including FIRPTA withholding, refunds and ITINs.
Learn more Tax Preparation & PlanningEstate, Gift & Trust Tax
Fiduciary income tax returns, gift tax returns and estate tax filings for executors, trustees and families.
Learn more Tax Preparation & PlanningFICA Tip Credit
Claim the federal credit for the employer share of Social Security and Medicare tax paid on employee tips, for restaurants, bars and beauty businesses.
Learn moreIRS Tax Problems & Resolution
Audits, unfiled returns, back taxes, liens, levies and settlements, handled efficiently, affordably and discreetly.
IRS Audit Representation
CPA representation before the IRS and state agencies for correspondence, office and field audits, through appeals.
Learn more IRS Tax Problems & ResolutionUnfiled Tax Returns
Catch up on years of missing federal returns, limit penalties and get back into good standing with the IRS.
Learn more IRS Tax Problems & ResolutionBack Taxes Owed
Practical solutions for unpaid federal tax balances, from penalty relief to payment plans and settlements.
Learn more IRS Tax Problems & ResolutionPayroll Tax Problems
Resolution of unpaid Forms 941 and 940, trust fund recovery penalties and payroll tax audits for employers.
Learn more IRS Tax Problems & ResolutionIRS Liens
Help with federal tax liens: appeals, withdrawal, discharge, subordination and release so you can sell, refinance or rebuild credit.
Learn more IRS Tax Problems & ResolutionIRS Levies
Stop or release IRS bank levies and other seizures of funds, and put a resolution in place before more is taken.
Learn more IRS Tax Problems & ResolutionIRS Wage Garnishment
Stop or reduce an IRS wage levy and replace it with a payment arrangement you can live with.
Learn more IRS Tax Problems & ResolutionIRS Seizures
Representation when the IRS threatens to seize property such as vehicles, real estate or business assets.
Learn more IRS Tax Problems & ResolutionIRS Payment Plans
Installment agreements, short-term extensions and currently-not-collectible status matched to what you can afford.
Learn more IRS Tax Problems & ResolutionOffer in Compromise
Settle your federal tax debt for less than the full amount when paying in full isn't realistic.
Learn more IRS Tax Problems & ResolutionInnocent Spouse Relief
Relief from tax, interest and penalties on a joint return when your spouse or former spouse was responsible.
Learn more IRS Tax Problems & ResolutionGet Your IRS File
We obtain and analyze your IRS transcripts so you know exactly what the IRS has on record before deciding next steps.
Learn moreBusiness Accounting & Advisory
Bookkeeping, payroll, part-time CFO support and formation for small and growing businesses.
Small Business Accounting & Bookkeeping
Monthly bookkeeping, reconciliations and financial statements that keep your business accurate, tax-ready and easy to manage.
Learn more Business Accounting & AdvisoryPayroll Services
Full-service payroll with direct deposit, federal and Florida payroll tax filings, year-end W-2s and new-hire reporting.
Learn more Business Accounting & AdvisoryPart-Time CFO Services
Senior financial leadership on a part-time basis: budgets, forecasts, KPIs, lender relationships and strategic decisions.
Learn more Business Accounting & AdvisoryCash Flow Management
Forecasting, collections and working capital strategies that keep enough cash in the bank to run and grow your business.
Learn more Business Accounting & AdvisoryNew Business Formation
Choose the right entity, register in Florida, obtain your EIN and set up accounting, payroll and tax elections from day one.
Learn more Business Accounting & AdvisoryNon-Profit Organizations
Accounting, audits, Form 990 returns and tax-exemption applications for charities, foundations, churches and associations.
Learn more Business Accounting & AdvisorySuccession Planning
Plan the transfer of your business to family, partners, employees or a buyer, with the tax consequences mapped out in advance.
Learn moreAudit, Forensic & Litigation
Audits, reviews and compilations, fraud investigations, internal controls and expert witness services.
Audits, Reviews & Compilations
Independent financial statement audits, reviews and compilations for lenders, investors, boards, grantors and government agencies.
Learn more Audit, Forensic & LitigationForensic Accounting
Investigation of fraud, embezzlement, money laundering and financial misconduct, with findings that stand up in court.
Learn more Audit, Forensic & LitigationLitigation Support & Expert Witness
Financial analysis, damage calculations and expert testimony for attorneys in commercial, tax, fraud and family law matters.
Learn more Audit, Forensic & LitigationInternal Controls
Design and review of internal controls that protect assets, prevent fraud and make financial reporting reliable.
Learn moreIndividuals & Families
Personal financial planning, estate planning and free tax preparation for active-duty military.
Personal Financial Planning
Tax-aware planning for cash flow, retirement, education and major life events, built around your goals.
Learn more Individuals & FamiliesEstate Planning
Tax-focused estate planning that protects your family, reduces taxes and coordinates with your attorney's documents.
Learn more Individuals & FamiliesActive Military Tax Preparation
Free tax return preparation for active-duty members of the U.S. Armed Forces, with special rules for combat pay, moves and state residency.
Learn moreQuickBooks Services
Setup, training, cleanup and fast answers from accountants who know QuickBooks.
QuickBooks Setup
QuickBooks Online setup with a chart of accounts, bank feeds, products, sales tax and payroll configured for your business and your tax return.
Learn more QuickBooks ServicesQuickBooks Training
One-on-one and team QuickBooks training tailored to how your business actually uses it.
Learn more QuickBooks ServicesQuickBooks Cleanup (QuickTune-Up)
Fix messy, behind or inaccurate QuickBooks files: reconcile accounts, correct categories and catch up months or years of books.
Learn more QuickBooks ServicesQuickBooks Support (QuickAnswers)
Fast, accountant-level answers to your QuickBooks questions, so small problems never turn into big ones.
Learn moreEvery service, in every state
We are based in Doral, Florida, and serve clients nationwide. Hover over a state to see its tax profile and the cities we serve.
Let’s talk about your taxes and your business.
Your initial consultation is free. Call us, email us or visit our Doral office, and we’ll tell you exactly what you need and what it will cost.