Guides to read before the meeting
Plain explanations of the forms, dates and letters clients ask us about, with links to the official sources.
Each guide is general information in English and Spanish, shows the date it was last updated and links to the official source. It is not advice for your situation.
Letter from the IRS: what to do first, step by step
Most IRS letters say what they are and what they need. The work is reading them carefully, confirming they are real and answering inside the window.
Form 5471: who must file, deadlines and penalties
If you live in the United States and still own or run a company in your home country, this information return may apply to you. It usually carries no tax by itself. Missing it can be expensive.
FBAR filing requirement: who files FinCEN 114 and when
If you have accounts outside the United States, a separate report may be due every year, filed with a different agency than your taxes. Here is how the rule works.
Streamlined filing compliance procedures: how the two tracks work
For people who missed foreign income or FBARs without meaning to: what the IRS asks for today, how the two tracks differ, and when the question of willfulness belongs with an attorney.
FIRPTA withholding when a foreign seller sells Florida property
If you are not a US person and you sell a home or investment property in Florida, part of the price is withheld at closing. Here is how FIRPTA withholding works for a foreign seller and how the excess comes back.
E-2 visa business plan financials: what the accountant prepares
An E-2 case is decided under immigration law, but much of the evidence is financial. This is the part an accountant usually prepares or organizes for the immigration attorney.
S corp vs LLC in Florida: how the entity and the election fit
One is a legal entity you form with the State of Florida. The other is a tax status you request from the IRS. Here is how they relate, who can use each, and the dates that matter.
Year-end tax checklist for small business owners: 2026
Seven areas to close before December 31, 2026, and the federal dates that follow. Several January deadlines move to Monday, February 1, 2027, because January 31 falls on a Sunday.
Florida payroll tax filings: what employers file and when
Florida has no personal income tax to withhold, but employers still report to the IRS and to the state every quarter. Here are the filings, the 2026 figures and the next due dates.
Tell us what is on your desk
Call, write on WhatsApp or send the form, in English or Spanish, and the team will take it from there.
Call or WhatsApp (561) 542-4119 · WhatsApp
