Frequently asked questions

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.

Through an encrypted client portal, not email. You get a login, upload documents as you receive them, and everything stays organized by year and category. Please never email tax documents containing Social Security numbers or account details.

Yes, and the transition is more routine than most people expect. We request your prior returns and accounting file, review them for anything that needs attention, and handle the handover. You do not need to have an awkward conversation first: many people tell their previous accountant only once the new arrangement is in place.

No. Florida imposes no personal income tax, so residents file no state individual return. Florida does impose a 5.5% corporate income tax on C corporations, reported on Form F-1120. Income you earn in other states may still create a filing obligation there.

S corporation and partnership returns are due March 16, 2026 (extendable to September 15). Individual and C corporation returns are due April 15, 2026 (extendable to October 15). Nonprofit Form 990 is due May 15, 2026 for calendar-year organizations. Quarterly estimates fall on April 15, June 15, September 15, 2026 and January 15, 2027.

No. Extensions are automatic and routine, and they do not increase audit risk. An extension gives you more time to file, not more time to pay: any tax owed is still due on the original deadline. A carefully prepared extended return is better than a rushed one filed on time.

Usually once net profit runs roughly $50,000 to $80,000 above a reasonable salary, though the right answer depends on your salary requirement, payroll costs and how stable your income is. We model it against your actual numbers rather than applying a rule of thumb, and sometimes the honest answer is not yet.

Seven percent: Florida's 6% state sales tax plus Miami-Dade's 1% discretionary surtax. Critically, the county surtax applies only to the first $5,000 of a single item of tangible personal property, so the effective rate on larger purchases is lower. This cap is one of the most commonly missed rules in Florida.

QuickBooks Online and QuickBooks Desktop primarily, and we also support Xero. If you are already on a platform that works for you, we work in it. We only recommend changing when the current setup is actively costing you time or accuracy.

It is one of the most common reasons people call us, and it is entirely fixable. We quote catch-up work separately from ongoing service, work forward from your last filed return, and tell you upfront if amended returns are likely to be needed.

The books close by the 10th and statements are delivered by the 15th of the following month, along with a short written note on anything unusual we noticed. If a month is going to be late, you hear from us before the 15th rather than after it.

Yes. We run payroll, file all federal and Florida returns, prepare W-2s and 1099s, and review S corporation owner compensation for reasonableness. Bundling payroll with bookkeeping means the entries reach your books correctly without anyone reconciling them twice.