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Individual Tax

The vast majority of individuals require personal tax preparation services and our investments in computerized tax preparation and research software allows us to prepare returns that maximize your potential refund or minimize your tax liability. We are continually making investments into our technology to continue to provide you cutting edge business tax services.

Business Tax

Our business success depends on our ability to help your business achieve success. We treat your business as if it were our own regardless of size or entity structure (Corp., LLC, Partnership, Non-Profit etc.), helping ensure your returns are prepared in compliance with all laws and regulations while taking advantage of all available tax saving opportunities.

International Tax

South Florida enjoys business trade from all over the world.  Our firm is especially adept in providing tax advice as well as maintaining individuals and businesses with both inbound and outbound investments compliant with the difficult area of US International tax regime.  We are also certifying acceptance agents for the IRS, which provides an expeditious way of obtaining International Taxpayer Identification Numbers (ITIN). ITIN’s are necessary for foreign individuals in filing US tax returns, including retention of US taxes when a foreigner sells its interest in a US Real Property Interest (FIRPTA).   Our years of experience in International tax will allow you or your company to take advantage of all available tax saving opportunities.  

Tax Planning 

Tax planning is a crucial phase of the tax preparation process. Our depth of expertise allows us to prepare a tax plan for you based on the most recent tax laws to minimize both your current and future tax liabilities. We've helped clients legally save large amounts in taxes and we can work with you to prepare the best plan based on your current and expected future situation

Estate & Trust Tax Planning & Preparation

Estate and trust planning are a crucial element of ensuring financial security for your loved ones. They are also an important part of succession planning for your business. We are prepared to work with you and your loved ones to minimize the tax liability of your beneficiaries while ensuring your wishes are preserved.

Business Valuation

Our valuation experts understand the value and impact a business valuation can have on businesses. We build full scale financial models and employ the full range of valuation techniques to determine the appropriate value of assets. We provide valuations across all areas of your business including the most complex, illiquid security and Level 3 Assets.

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