We provide quality, affordable outsourced CFO and CPA services designed to organize and strengthen your financial operations.

• Cash Flow Management: Monitor liquidity, control expenses, and support long-term planning.

• Financing & Banking: Liaison with financial institutions, assisting with loan applications and documentation.

• Compliance & Reporting: Compilation, review, and audit support services to meet regulatory requirements

We provide year-round tax planning and preparation for individuals and businesses, emphasizing proactive compliance and strategy.

• Domestic: Preparation of Federal and State returns (including Puerto Rico and U.S. Virgin Islands).

• Strategic Reviews: Quarterly and annual reviews to optimize tax obligations.

• Backtracking: Review of prior filings and preparation of any amended business or personal returns.

We help individuals and businesses establish legal structures aligned with their operational and tax goals.

• Entity Formation: Federal and State formation support in all states, including Delaware

• Documentation: S-Corp and partnership conversions, articles of incorporation, and EIN acquisition

• Ongoing Support: Registered Agent services and state registrations with annual compliance support

Reliable support for maintaining accurate financial records, available both in-house and remotely.

• Bookkeeping: Monthly, quarterly, or annual maintenance and bank reconciliations

• Software Support: Setup, configuration, and maintenance for QuickBooks and other accounting platforms

• Payroll: Full payroll processing, reporting, and compliance support

Based in Miami, Florida, we serve clients globally and collaborate with firms locally and internationally. Our secure, server-based technology allows clients to access their files from anywhere in the world.

• International Tax Filings: Preparation of Federal and State tax returns for U.S. and foreign entities

• Cross-Border Compliance: FBAR, foreign entity reporting, and U.S. income tax returns for foreign corporations.

• ITIN & Certification Services: ITIN applications as Certified Acceptance Agents, including Forms W-7, Certificates of Accuracy (COA), and Certificates of Withholding