Let’s talk.

A free 20-minute call. We’ll ask what is not working, tell you honestly whether we can help, and give you a straight answer on cost.

20 minFree first call
1 business dayTypical response time
No pitchWe’ll say if we’re not a fit

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We reply within one business day. Sending a message does not create a client relationship: that begins with a signed engagement letter.

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Before you call

Answers to what people ask first.

Most of our clients are owner-operated businesses between roughly $150,000 and $15 million in annual revenue, across South Florida. We also work with individuals whose returns have outgrown software: business owners, landlords, investors and people with multi-state income.

Yes. We are based in Miami and serve clients throughout Florida and across the United States. Federal tax work is location-independent, and we handle multi-state filings routinely. Most of our work happens by video call and secure portal, with in-person meetings available for local clients who prefer them.

Flat fees, agreed before work begins. Monthly services are a fixed monthly amount; project work such as cleanups and tax returns is quoted as a fixed price after we understand the scope. We do not bill hourly, because we would rather you called us than hesitated over the clock.

It is a 20-minute conversation, free and with no pitch. We ask what is not working, what you need, and what your deadlines are. If we are the right fit we propose next steps. If we are not, we will tell you and, where we can, point you somewhere better.

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