Tax Preparation
Federal and state returns for individuals, families and businesses, prepared with care and reviewed by a CPA.
Learn moreServices
Tax, accounting and advisory services
A complete range of services for individuals, Florida businesses and international clients, delivered with the rigor of a CPA firm and the attention of a personal advisor.
Individuals & Families
Returns, planning and representation for individuals, families and high-net-worth households with complex or changing financial lives.
Tax Planning
Year-round strategy to anticipate tax consequences before decisions are made, not after the year has closed.
Learn moreIRS & State Representation
Professional representation before the IRS and state agencies for notices, examinations and collection matters.
Learn moreEstate & Succession Tax Planning
Tax analysis and filings that support your estate and succession plan, coordinated with your attorney.
Learn moreBusinesses
Formation, accounting, compliance and financial leadership for Florida businesses, from new ventures to established companies.
Business Formation in Florida
Choosing and setting up the right structure (LLC, S-corporation or C-corporation) with its tax consequences in view.
Learn moreBookkeeping & Payroll
Clean ledgers, timely payroll and reporting that stands up to banks, investors and tax authorities.
Learn moreFractional CFO & Business Advisory
Senior financial guidance on budgeting, cash flow and growth decisions, without the cost of a full-time CFO.
Learn moreFlorida Sales Tax & Corporate Compliance
Florida sales and use tax, annual report and state filings managed on a clear compliance calendar.
Learn moreInternational
U.S. tax compliance and planning for foreign companies, non-resident investors and individuals with cross-border affairs.
International & Foreign-Owned Business Tax
U.S. tax compliance and structuring for foreign companies operating in the United States and U.S. owners of foreign entities.
Learn moreNon-Resident & Foreign Investor Tax
ITIN, Form 1040-NR, FIRPTA and foreign account reporting for non-residents, investors and new U.S. residents.
Learn moreHow We Work
A clear process from the first conversation
Every engagement follows the same disciplined path, so you always know what comes next.
Step 1: Request a consultation
Tell us about your situation through the online form, by phone or by email.
Step 2: Initial review
The firm reviews your request and contacts you to schedule a conversation and identify the documents needed.
Step 3: Proposal & engagement letter
You receive a written scope of work and fees. Work begins only after the engagement letter is signed.
Step 4: Execution & ongoing advice
Filings, planning and follow-up are delivered on schedule, with direct access to your CPA throughout the year.
Consultation
Let’s talk about your tax situation.
Share a few details about your needs and the firm will contact you to arrange a private conversation.