Everything you need from a modern tax firm, under one roof.

Service 01

Business tax preparation

Federal and state filings for LLCs, S corps, partnerships, and C corps. Done right, filed on time, and built to withstand scrutiny.

What's included

• Form 1120, 1120S, 1065, and Schedule C filings
• Multi state filings & nexus review
• Quarterly estimated payments
• Year end tax planning & projections
• Reasonable comp analysis for S corp owners

Service 02

Business advisory & planning

Strategic tax planning that actually pays for itself. We model decisions before you make them.

What's included

• Entity selection & restructuring (LLC vs S corp vs C corp)
• Owner compensation & distribution strategy
• Retirement plan setup (SEP, Solo 401(k), defined benefit)
• Cash flow & tax modeling
• Q4 strategy session to lock in savings

Service 03

Personal returns for owners

Owner 1040s, fully coordinated with your business return so nothing slips through the cracks.

What's included

• 1040 preparation & e filing
• K1 reconciliation with your business return
• Schedule E for rental & passive income
• Estimated payments & safe harbor planning
• Coordination with your wealth manager (if applicable)

Service 04

Bookkeeping support

Clean books make every tax decision easier. We work alongside your bookkeeper or help you build the right setup.

What's included

• Books cleanup & catch up
• Monthly close review
• QuickBooks Online setup & training
• Chart of accounts design
• Payroll & contractor (1099) coordination

Service 05

IRS & state notices

Got a letter you don't want to open? Forward it to us. We respond, negotiate, and resolve.

What's included

• IRS & Florida DOR notice response
• Penalty abatement requests
• Installment agreements
• Offer in compromise consultation
• Audit representation support

Service 06

New business setup

Starting something new? We help you pick the right entity from day one and set up clean financial systems.

What's included

• Entity selection (LLC, S corp, C corp, partnership)
• Florida formation & EIN application
• Initial S corp election (Form 2553)
• Books from day one setup
• Owner draw & payroll structure