Accounting, tax and payroll services
Seven services for businesses, families and international clients, delivered from Boca Raton in English or Spanish.
Pick the service that matches what you need today, or start from your situation below. If more than one applies, one conversation covers them all.
Where to start
Find your situation and the services that usually go with it.
All services
Each page explains who it is for, what we prepare and what to bring.
01Corporate and business tax
Federal and Florida business tax returns for corporations, S corporations, partnerships and LLCs, prepared in Boca Raton in English or Spanish.
What's included
- Federal business returns: Form 1120 for corporations, Form 1120-S for S corporations and Form 1065 for partnerships and multi-member LLCs
- The Florida corporate income tax return (Form F-1120) when the business is required to file
- Form 5472 for foreign-owned U.S. corporations and foreign-owned single-member LLCs
- Forms 8804 and 8805 for partnerships with income allocable to foreign partners
- Business entity setup and analysis, including whether an S election (Form 2553) fits before you decide
- Tax planning during the year, from estimated payments to the decisions that change the return
02Personal tax
Individual tax returns prepared and explained in English or Spanish, including the forms that come with income, accounts or companies outside the United States.
What's included
- Federal individual returns: Form 1040, and Form 1040-NR for nonresidents with U.S. income
- A review of deductions and credits, and planning for the year ahead, including estimated payments
- Form 5471 for U.S. citizens and residents with interests in foreign corporations
- FBAR (FinCEN 114) for foreign bank and financial accounts
- Streamlined Filing Compliance Procedures, domestic and foreign tracks, to fix prior errors or omissions
- IRS representation: we represent you directly before the IRS with a signed Form 2848
03Business accounting
Bookkeeping and financial statements that stay current every month, in the software you already use.
What's included
- Monthly bookkeeping: transactions recorded and categorized, bank and card accounts reconciled
- Financial statements on a regular schedule, from monthly reports to year-end statements
- Flexible arrangements: we handle it all for you, work on your local PC or use cloud-based solutions
- Platform compatibility with QuickBooks, Xero, Wave and other accounting software
- Software and process optimization: we analyze your setup, recommend better tools and streamline internal processes
- Business problem solving: the right questions to find inefficiencies at the root and guide decisions
04Investor visas
We prepare the financial and tax side of investor visa cases and work alongside your immigration attorney, who handles eligibility and the petition.
What's included
- Source and path of funds: organizing the records that show where the investment money came from and how it reached the business
- Financial projections for the business plan, built with you and adjusted with your attorney
- An investment summary that compares the capital committed with the total cost of the business
- Tax returns, financial statements and payroll records of an existing business, organized as your attorney requests
- Entity setup and analysis for the U.S. company, coordinated with your attorney
- U.S. bookkeeping, payroll and tax compliance once the business is operating
05Payroll
Payroll processed on your schedule, with federal and Florida filings and benefits coordination handled in the same place.
What's included
- Payroll processing on your pay schedule, with wage and withholding calculations
- Federal payroll tax deposits and returns: Form 941 each quarter and Form 940 each year
- Florida reemployment tax reports (Form RT-6) each quarter
- New hire setup, including Florida new hire reporting
- Year-end Forms W-2 and W-3
- 401(k) integration and IRA contributions processed through payroll
06IRS representation
Help reading and answering IRS letters, with a CPA who can speak to the IRS for you, in English or Spanish.
What's included
- A reading of the notice: what it asks, for which tax year and by what date
- Analysis of your case and a recommended strategy, in writing
- Form 2848 power of attorney, so a CPA can speak with the IRS for you and receive copies of notices
- Written responses with supporting documents, for example to a CP2000 proposed change
- Audit support: preparing the records and handling communication with the examiner
- Payment plan requests and the other payment options the IRS offers
07Real estate
Tax planning, reporting and financial oversight for real estate investors, developers and property managers, from purchase to sale.
What's included
- Advisory and support through your real estate process, including guidance on property location
- Property management support tailored to your investment goals
- Tax planning, reporting and financial oversight for investors, developers and property managers
- Rental income and expenses reported on your return, with records kept by property
- Entity setup and analysis for holding property, before you buy
- FIRPTA for foreign sellers: withholding certificate applications (Form 8288-B), the ITIN and the Form 1040-NR that settles the tax
Not sure where your case fits?
Tell us what is going on, in English or Spanish, and we will point you to the right service.
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