We provide the highest quality tax planning and financial services to businesses in Miami, our clients trust our professional advice and can be certain that the numbers we provide are always accurate and timely throughout not just the tax season but the entire year.

While tax compliance is essential for every organization, tax planning is just as critical to your ongoing success. Our team will help you plan for tax minimization by identifying opportunities, evaluating available credits, abatements, deductions, deferments, depreciation opportunities and many other tax planning tools on a continuos basis.

We go beyond preparing tax returns. We recommend tax-saving strategies to minimize your tax liability. We do this by analyzing situations where your taxes will be affected and we take a look at alternate scenarios to find the best approach to minimize your tax liability.

Our Tax Consulting Services include:

  • Compensation Planning for Pass-Through Entities
  • Business Succession Planning
  • State and Federal Dispute Representation
  • Tax Planning
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations
  • Compliance

There are various situations where tax planning can lower your taxes such as :

  • Selling assets such as stocks, bonds, and real estate.
  • Investing in tax-exempt securities.
  • Funding a Roth IRA versus a traditional IRA.
  • Incurring employee business expenses.
  • Shifting expenses to higher income years and bunching itemized deductions.