Services

We help individuals and families prepare their income tax returns, making sure income, dependents, deductions and credits are reported correctly.

• Review of your income documents
• Filing status, dependents and credits
• Questions answered before you file

We prepare income tax returns for businesses and help you understand how your type of business is taxed.

• Sole proprietors, partnerships and corporations
• Business income and expense reporting
• Answers about your tax obligations

Organized books make tax time and everyday decisions easier. We record and categorize your transactions and keep your financial records current.

• Recording and categorizing transactions
• Account reconciliations
• Financial reports for you and your tax preparer

We help you pay employees correctly and keep payroll records in order.

• Pay calculations and withholdings
• Payroll tax reporting
• Employee payroll records

We are an IRS-authorized Certifying Acceptance Agent (CAA). We help you and your family apply for or renew an ITIN (Individual Taxpayer Identification Number), together with your tax return when required.

• Form W-7 preparation and requirements review
• Passport and ID document verification at our office, so you do not have to mail originals to the IRS
• New applications and renewals of expired ITINs

We have a notary public at our Miami office. We notarize your documents in English or Spanish, quickly and in your language.

• Signature acknowledgments
• Oaths, jurats and affidavits
• Powers of attorney, contracts and letters

Understanding money is the first step to growing it. Our financial education covers everyday topics in plain language.

• Budgeting and saving
• Understanding credit
• Planning for family and business goals

Our online courses teach how tax returns are prepared, starting with personal returns and continuing with business returns.

• Video lessons and PDF materials
• Progress tracking for every course
• Learn at your own pace