02 · Service

Tax Preparation & Planning

More than filing taxes — strategic planning to legally pay less.

International business owners reviewing cross-border tax strategy with an advisor in Miami

We go beyond simple return preparation: we help you plan ahead to legally reduce your tax burden, all year round, not just at filing season.

Scope

What’s included

  • 01Federal, state, and local return preparation (individual and business)
  • 02Year-round tax planning, not just filing season
  • 03Entity structuring for tax optimization (LLC, S-Corp, C-Corp)
  • 04Specific guidance for foreign investors and entrepreneurs (non-residents)
  • 05Support in case of an IRS audit or correspondence

Most relevant for

Real EstateStartups

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Other services

  1. 01Accounting & Bookkeeping
  2. 02Payroll
  3. 03Fractional CFO / Advisory
  4. 04M&A / Capital Raising Support
  5. 05Due Diligence & Transaction Readiness
  6. 06Audit & Attestation

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Schedule a consultation and we’ll walk through how this service applies to your business.

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