CPA & tax advisory · Miami Lakes, Florida
Tax, accounting and CFO expertise, in English and Spanish.
For business owners, families and foreign investors across the U.S., Latin America and beyond. Every engagement is led by a partner.
- Certified Public Accountants
- IRS Certifying Acceptance Agent
- AICPA members
- 90+ years of partner experience
Services
What we do
- 01
Fractional CFO & Controller
Cash flow forecasting, budgeting, KPI reporting and lender-ready books, without a full-time hire.
Learn more - 02
Individual & Business Tax
Planning and preparation for individuals, partnerships, S-corps and C-corps, including multi-state filings.
Learn more - 03
International Tax & Foreign-Owned Entities
U.S. compliance for foreign-owned LLCs and corporations, nonresident returns, FIRPTA, FBAR and FATCA.
ITIN applications as an IRS Certifying Acceptance Agent
Learn more - 04 Specialty
Real Estate Tax & Cost Segregation
Cost segregation studies that speed up depreciation, plus tax planning for rental owners and foreign investors in U.S. real estate.
Learn more - 05
HOA & Condominium Associations
Annual returns on Form 1120-H or Form 1120, with the election analysis that keeps the association’s tax as low as possible.
Learn more - 06
IRS Resolution
Notice response, penalty abatement, unfiled returns, payment plans and audit representation.
Learn more
Transactions & due diligence
Buying a business, or buying out a partner?
Before an acquisition, a buyout or a restructuring, we look at the business the way a careful buyer should: its historical results, its tax exposure and its compliance gaps. You get a clear, partner-written read on the risks. We do not issue audit opinions or assurance.
Transaction Advisory & Due Diligence$150M
U.S. transaction our partners supported in December 2025
- Buy-side financial and tax due diligence for closely held companies
- Financial and tax reviews for ownership buyouts and partner transitions
- Compliance and risk assessments for foreign-owned U.S. entities
- Post-transaction clean-up and planning after an acquisition or restructuring
How we start
- 1
Book a consultation
Tell us what you need, by phone, video or in person, in English or Spanish.
- 2
We review your situation
A partner looks at your returns, letters or financials and tells you plainly what we found.
- 3
A clear plan and fee
You get a written scope and fee before any work starts. No surprises later.
Questions we hear often
Do you work with clients outside the U.S.?
Yes. We work with clients across the U.S., Latin America and beyond, by video call and secure document sharing, in English or Spanish.
Who will I actually work with?
A partner leads every engagement. Each of our three partners has more than 30 years of U.S. experience.
Can everything be done in Spanish?
Yes. Meetings, emails and explanations can all be in Spanish. Filings with the IRS are in English, and we walk you through them.
What should I bring to a first meeting?
Your last two years of tax returns, any letters from the IRS or your state, and recent financial statements if you own a business.
Talk to a partner.
Tell us what you need and we will tell you plainly how we can help, in English or Spanish.