We’re a boutique accounting firm dedicated to providing a wide range of professional accounting and tax services. Leveraging advanced technology, we deliver top-tier service globally from our Hollywood, FL headquarters. Our cloud-based infrastructure ensures efficient and precise solutions tailored to your business needs across four continents.

Full Service Tax Firm

Nearly everyone is required to file tax returns with the Federal Government, and many also have state taxes to manage. Our initial focus when engaging with clients is often their tax requirements, as this often prompts a review of their accounting practices. As a comprehensive tax accounting firm, we offer full-service support for federal, state, and international tax obligations.

We specialize in handling annual Federal and State tax returns for corporations, small businesses, and business owners. Ensure your 1040, 1120S, 1120, 1065, or 1099s are completed accurately and on time, in line with IRS regulations. Our comprehensive services cover virtually all Federal and State tax accounting needs.

Working across various industries, we assist small business owners in meeting their State and Federal tax requirements. Our focus is on delivering precise documents to ensure compliance and minimize the risk of penalties, fines, or audits. From S Corporations managing payroll to complex LLCs issuing K-1s for domestic and international owners, we cater to diverse tax needs. Additionally, our firm supports business owners in managing W-2, K-1, and 1099 income with professionalism and expertise.

Learn more about: Tax Return Preparation Service

Understanding the difference between tax avoidance and tax evasion is crucial. Tax avoidance involves legitimate actions to reduce tax liability, while tax evasion is the illegal failure to pay taxes. Our firm ensures clients navigate within the bounds of tax avoidance, steering clear of penalties and potential legal consequences associated with evasion.

Navigating the complexities of tax law can be challenging, and our involvement in managing your financial affairs can yield significant benefits. From establishing retirement accounts to structuring partnerships and managing business structures, early engagement with us can optimize your after-tax income and wealth.

Learn more about Tax Strategy and Planning

Outsource Accounting Services

We provide accounting services on an hourly basis, but our main focus is on our Accounting as a Service (AaaS) for owner-operated businesses, and Finance as a Service (FaaS) for small to medium-sized businesses with management teams. We guide clients through business formation, bookkeeping, payroll setup, and tax strategies for both business and personal needs.

For owner-operated businesses where the owner makes all major decisions, we offer our Starter Package—an affordable entry-level solution focusing on record keeping, tax compliance, and strategy. With this package, payroll management, quarterly tax compliance, and biannual tax strategy meetings are included, streamlining accounting around taxes.

Additionally, many of our small business clients have seen improved performance through Profit First, an innovative system by Mike Michalowicz. Profit First guides businesses to manage cash flow and prioritize profitability using a blend of accounting, financial planning, and coaching. While some CPA firms may shy away due to its complexity, we embrace these clients, offering support and connections to other professionals for bookkeeping, onboarding, and coaching needs.

Learn more about: Starter Package

Once front-line managers start influencing business decisions, proper accounting and finance become crucial. Despite cost concerns, we’ve streamlined this process in our accounting firm, offering high value and return on investment for small businesses. Without controls in place, companies at this stage risk issues like unauthorized expenses and biased decision-making.

Our fractional controller service, akin to a contract CFO, handles payables, bill tracking, and client accounts receivables. By catching financial issues early, we save clients substantial sums compared to waiting until year-end audits.

Learn More About: Fractional Controller Service

As your business expands, the metrics you once relied on may no longer suffice. Many entrepreneurs recall the days of judging company health by cash flow and the struggle to meet payroll. If your revenue has surged but profits lag, it’s a sign that your existing systems are inadequate. Our Fractional CFO Service steps in to establish the necessary systems and metrics for growth.

Unlike basic advisory services offered by most CPA firms, we provide a comprehensive finance department to equip you for managing your expanding enterprise. While financial statements like Profit and Loss and Balance Sheets are crucial for investors and banks, true managerial metrics are essential for driving profitability and cost control. Our service focuses on developing KPIs (Key Performance Indicators) tailored to each aspect of your business, ensuring sustainable and profitable growth.

Learn More About: Fractional CFO Service

IRS Representation and Audits

Business owners facing IRS inquiries or audits need support to minimize their exposure. IRS auditors know what tricks cause business owners to expose themselves to financial risks. Experienced IRS Representation helps keep your business as safe as possible during the IRS process. Having a CPA Firm represent you will help you quickly comply with the requests of the tax authorities and get into compliance. We will also help you determine if you need to engage an attorney in your defense, and help you make any necessary changes to get into compliance and end your IRS problems quickly and at the lowest tax obligation possible. IRS Representation not only minimizes your tax exposure, it reduces the likelihood of your needing costly legal representation.

With our Tax Accounting and Accounting Services practices, we’re able to get you into compliance quickly and stay compliant going forward.

The IRS CP2000 notice is the most common notice sent by the IRS. They send over 3,000,000 – Three Million – CP2000 notices each year. These are generally straightforward to deal with if they are resolved in a quick manner. Sometimes the IRS is right and you may owe money, but usually the IRS is wrong and you either do not owe more money or not as much as they are asking for. Either way, resolving it quickly and correctly saves you money.

Learn more about: IRS CP2000 Notices

IRS Tax Audit Notices are the scariest communications. IRS Audits range from correspondence audits that are handled via back and forth letters to a full on office audit where the IRS sends officers to your business. We help our clients minimize the business interruptions from the IRS while complying with the IRS to limit the damage and costs imposed by an IRS Tax Audit.

Learn more about: IRS Audits

State tax audits are less well known but just as serious as IRS Audits. For Floridians, state tax audits generally focus on Sales Tax, but clients with a business presence in high tax jurisdictions like New York, California, or Illinois have aggressive revenue departments that exist to challenge your income claims like the IRS, as well as dispute claims that you are no longer a resident. We help clients quickly resolve their state tax audits,

Learn more about: State Tax Audits

Becoming a Florida Resident

Florida has long been a desirable destination, attracting over 1,000 new residents daily with its appeal. This influx, particularly notable among high-earning professionals seeking a change of scenery, brings unique financial considerations. High-income individuals relocating from states with higher taxes need meticulous documentation to prevent unwarranted tax claims from their former states. Our services are tailored to assist both businesses and individuals in transitioning smoothly to Florida residency. For busy professionals concerned about meeting legal residency requirements, we offer an exclusive concierge service that handles almost all aspects of the transition, saving you valuable time. Note, personal tasks like visiting the DMV will still require your presence.

Learn more about: Becoming a Florida Resident

Bitcoin and Cryptocurrencies

As an MIT Alumna, Bette first blogged about Bitcoin in 2014 and is thrilled to watch our new technology oriented currency change the financial landscape. With Miami’s focus on becoming a hub for Cryptocurrency-based businesses, we are working with Cryptocurrency investors and entrepreneurs every day. We manage compliance and filings for your trade, our systems interact with every major wallet system, and we have proprietary methods of compliance if your trading platform is super niche. We stay on top of the ever changing regulatory environment.

Learn more about: Cryptocurrency and Bitcoin CPA Services

Profit First CPA Firm

Bette is personally a huge fan of the Profit First System, which she credits with her business transformation from a small at home tax preparation service to one of greater Miami’s leading boutique firms. The Profit First Professional network offers a variety of certified and trained advisors to help you will all manner of your business. Traditional CPA firms often complain about the excessive number of accounts involved in Profit First, but as a Profit First firm we understand their importance.

We work with clients that are implementing Profit First to ensure their compliance and that we properly account for the internal transfers. We work with a variety of other Profit First Professionals that help with onboarding and implementation, services that often include bookkeeping and coaching services.

Learn more about: Our Profit First Plans

Success doesn’t just find you. You have to go out and get it.

Your Success is Our Success!