Our Services

Preparation, analysis, and formal filing of personal and business tax returns with the IRS and state revenue departments.

• Forms 990, 1040, 1120, 1120-S, and 1065
• Identification and optimization of tax credits
• Secure electronic filing (E-File) with confirmation

• Forms W-2, 1099-NEC/MISC, K-1
• Valid ID and SSN or current ITIN letter
• Proof of medical/educational deductions and expenses

How long does my refund take? With electronic filing and direct deposit, the IRS usually processes it within an estimated 21 business days.

Comprehensive organization of income, family assets, and credit obligations to safeguard financial stability and growth.

• Cash flow and budget tracking
• Savings and investment goal planning
• Home purchase preparation

• Bank statements (last 3 to 6 months)
• Reports of active loans or debts

Does this help me qualify for a mortgage? Yes, we structure your finances and debt ratios to present a strong financial profile to banks.

Professional monthly and annual accounting management (Bookkeeping), bank reconciliation, and issuance of accurate financial reports for decision-making.

• Monthly reconciliation of accounts and credit cards
• Profit & Loss Statement (P&L) and Balance Sheet
• Calculation and reporting of Sales Tax

• Access to business bank accounts (read-only)
• Invoices from suppliers and client billing records

How often do I receive reports? We deliver detailed monthly reports along with a review session to evaluate profitability.

Creation, registration, and legalization of business entities (LLC, Inc.) with the Florida Department of State (Sunbiz) ensuring full compliance.

• Business name search and reservation
• Immediate processing of federal EIN (Tax ID) with the IRS
• Drafting of Operating Agreement

• Valid official ID of partners
• Physical address in Florida and partners’ percentage breakdown

Can I open a company if I only have an ITIN? Yes, anyone with an ITIN or an international passport can legally form a company in Florida.

Advanced structuring and corporate management under S-Corp or C-Corp schemes to optimize tax burden and separate legal liability.

• S-Corporation tax election (IRS Form 2553)
• Corporate bylaws and issuance of stock certificates
• Filing of Annual Reports

• Current Articles of Incorporation
• Previous year’s corporate tax return

When is it advisable to switch to S-Corp? When your business net profits exceed $40,000 annually, substantially reducing self-employment tax.

Timely management of employee payment system (Payroll), calculation of federal withholdings, and hassle-free labor tax deposits.

• Issuance of payments via weekly, biweekly, or monthly direct deposit
• Quarterly filing of Form 941 and annual 940 (FUTA)
• Generation of W-2 forms for employees and W-3 at year-end

• W-4 and I-9 forms for each employee
• State unemployment account number (Florida RT-6)

Can I avoid IRS penalties with this service? Absolutely. We guarantee automatic and timely calculation and payment of all withholdings.

Processing and renewal of the Individual Taxpayer Identification Number (ITIN W-7) with the IRS for individuals without Social Security.

• Accurate completion of IRS Form W-7
• Formal verification and certification of documents
• Attachment with federal tax return

• Original valid passport (or certified apostilled copies)
• Proof of foreign status and identity

Do I have to send my original passport? We guide you through the process to securely comply with the IRS official certification guidelines.

60-Minute Initial Session • One time session

Ideal for specific business entity, tax, and financial questions that require focused attention.

90-Minute Plan • Intake + Strategy + Writing Summary

A comprehensive session designed for clients who need more than a quick answer. Includes intake review, 90-min strategy session, and a written action plan outlining priorities and next steps.

4-Week Engagement • Financial Analysis + Strategic Review

See the bigger financial picture. Over 4 weeks, we take a comprehensive look at your financial information to uncover issues, identify opportunities, and build actionable recommendations.

• Format: In-person at our Greenacres office or virtual via HD video conference.
• Documents: Prior tax returns, corporate structure records, or specific IRS inquiries to analyze.