Despite our small size as a boutique accounting firm, we can offer a significantly extended range of accounting and tax services. With our extensive use of technology, we can utilize talent from across the globe to ensure 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.
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.
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.
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