Despite our small size as a boutique accounting firm, we are able to offer a significantly large range of accounting and tax services. With our extensive use of technology, we are able to utilize talent from across the globe to make sure that we offer you the best service possible at a reasonable price. Although based in Hollywood, FL, we have serviced clients on four continents, and utilize a fully Cloud Based Infrastructure to service you and your business needs.

Full Service Tax Firm

Virtually everyone needs to file tax returns with the Federal Government, and most people also have one or more state taxes to file. The first engagement we usually discuss with our clients is their tax needs, because that’s what often drives you to review your accounting practices. We are a full service tax accounting firm, able to help you with your federal, state, and international tax obligations.

Annual Federal and State returns for corporations, small businesses, and business owners. Make certain your 1040, 1120S, 1120, 1065, or 1099s are completed on time, accurately, and in compliance with IRS regulations, we handle virtually all Federal and State Tax Accounting Needs.

We work with small business owners in a variety of industries to comply with the relevant State and Federal Taxes. Our Tax Accounting operations focus on providing accurate documents to comply with the rules and avoid unnecessary risks of penalties, fines, or audits. Our Tax Clients range from S Corporations needed to manage payroll obligations to complex LLCs needing to supply K-1s to domestic and international owners. Our accounting firm also handles the tax returns of business owners, whose unique needs to manage W-2, K-1, and 1099 income often requires well-qualified professionalism.

Learn more about: Tax Return Preparation Service

Tax Avoidance is actions taken to lessen your tax liability, while tax evasion is the failure to pay. Our accounting firm helps our clients stay within the clear lines of tax avoidance and avoid the fines and potential jail time that comes with tax evasion. Certain areas of the law are unclear, and involving us as you manage your financial affairs can pay big dividends down the road. Whether it is setting up retirement accounts, structuring partnerships, or managing your business structure, involving us early in the process will help you maximize your after-tax income and wealth.

Wealth building is not what you earn; it’s what you keep. High income and high net worth individuals need to engage in intelligent, safe, legal tax strategies to minimize their tax burden while maximizing their net worth. We do this all while weighing options between retirement accounts, insurance products, and real estate investing strategies; understanding the tax implications is critical to minimize your future tax burden. Successful business owners engage a tax strategist before their lawyer draws up the contracts instead of overpaying your taxes when hiring your CPA after the lawyer has already executed the deal.

Learn more about Tax Strategy and Planning

Outsource Accounting Services

While we do offer accounting services on an A La Carte hourly manner, most of our accounting firm engagements focus on our Accounting as a Service (AaaS) offerings for owner-operated businesses, and our Finance as a Service (FaaS) offerings for small to medium sizes businesses that have established a decision making management teams. We help our clients throughout the process: business entity formation, setting their books, establishing payroll services, to building their business and personal tax strategies.

Owner-operated businesses may have employees, but the business owner is making all consequential business decisions. Our introductory offerings, our Starter Package, is a high value entry level offering that focuses on your record keeping, tax compliance, and tax strategy. Our Starter Clients all have their payroll managed, all quarterly tax compliance handled, and we meet twice a year on tax strategy. The affordable Starter Compliance Package is designed to manage all aspects of owner-operated business accounting that revolves around taxes.

Many of our small business clients have improved their business performance by implementing Profit First. Profit First is an innovative system developed by Mike Michalowicz focusing around the psychology of money. Profit First is a methodology guiding owner operated businesses to manage cash flow, forcing profitability. The system is a mixture of accounting, financial planning, and business coaching. Many CPA Firms shy away from these firms because of the slightly increased complexity from the variety of bank accounts. We work with our Profit First Clients in a supportive role, and can even recommend other Profit First Professionals to help with the related bookkeeping, onboarding, and coaching requirements.

Learn more about: Starter Package

When businesses hit the point of front line managers making decisions that impact the business, it becomes critical to setup real business accounting and finance. Many companies avoid this, fearing the cost. We have worked hard to standardize the process in our accounting firm, enabling us to control costs, making this a high value, high ROI decision for small businesses. Companies that grow to this level and fail to implement controls often find employees putting personal expenses on business cards, steering business to their friends instead of the best option, and other challenges when your managers start making decisions.

Our fractional controller service is similar to what many firms call a contract CFO. We will manage your payables, track your bill pay, and monitor when there are concerns in your client accounts receivables. We catch financial problems within weeks of occurrence, saving clients tens of thousands of dollars by not waiting until the end of the year to catch problems.

Learn More About: Fractional Controller Service

As your firm grows, you find that the metrics you used to track your small business no longer keep up. Every entrepreneur remembers the day they judged the health of the company by cash in the bank, and remembers the times that they struggled to make payroll. If you find your business revenues have grown massively over the years, but profits have not, that is usually an indication that the systems you build previously are no longer adequate. Our Fractional CFO Service, helps by instituting the systems and metrics you need to grow your business.

Most CPA firms offer contract CFO positions that are basic advisory service. Instead, we focus on providing a full finance department to help you get the tools you need to manage your growing enterprise. While Profit and Loss Statements and Balance Sheets are important to share with investors and banks, you need real managerial metrics to make sure that the things driving profitability are increasing and costs are controlled. This service focuses on developing KPIs (Key Performance Indicators) for each aspect of your business to drive sustainable, 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

Even before the Pandemic, every day 1,000 Americans chose to make Florida their new home. After the COVID-19 Pandemic related lockdowns, interest in Florida residency skyrocketed among the high earning mobile workforce. If you are a high income individual migrating from a high tax state, you will want to make sure all your documentation is in order in case your former state attempts to continue taxing you. We help businesses and individuals relocating to Florida get their financial house in order as new Florida residents. For extremely business professionals who are close to the margins of the legal number of days, we even offer a concierge service where we have nearly everything taken care of for you so not lose days with scheduling – you still need to go to the DMV and get a photograph taken.

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!