Tax Preparation

• Healthcare practices (radiology/imaging, physician groups, diagnostics)
• Professional services (legal, marine services, consulting, tech)
• Owner-operators & multi-entity setups (LLC, S-Corp, partnerships)

• Year-round planning (entity & compensation optimization, retirement & benefits, timing strategies)
• Individual & business returns (1040, 1120S, 1065, 1099/W-2 support)
• Florida specifics (no state income tax, but sales/use, tangible property, county nuances)
• IRS transcript monitoring & notice response prep
• Documentation and workpaper pack — “audit-ready” filings

• Kickoff & intake – Prior-year returns, entity structure, pain points
• Planner setup – Income/expense map, safe-harbor plan, quarterly check-ins
• Quarterly tune-ups – Estimated taxes, compensation updates, deductions
• Pre-close checklist – 30-day clean-up, missing docs, final elections
• File & defend – Accurate, on time, with a clear documentation trail

• Deep SMB experience in Davie & West Broward
• Senior-led, boutique, proactive (not “set-and-forget”)
• Fast answers, clean workpapers, and fewer tax surprises
• Real-time accounting, tax-ready any day

• Do I need an S-Corp to save taxes? Often yes for profit above reasonable salary, but we model first (payroll, owner comp, distributions).
• What if the IRS sends a notice? We monitor transcripts and handle responses—most issues are solvable when caught early.
• Can you work with my existing bookkeeping? Yes. We’ll clean what’s needed and file accurately.

• We don’t believe in one-size-fits-all tax prep. Instead, every quote is customized—after we get to know your full financial picture.
• You only pay for what you need, with transparent pricing and expert guidance. No unnecessary services.
• No surprises. Just the right solution for you.

We were appointed by a South Florida radiology practice that had been using a generalist accountant. Within the first month we rebuilt the chart of accounts to track modality-level margins, instituted a monthly close with reconciliations and a one-page close memo, and layered in radiology benchmarks (gross margin, payroll %, tech supplies/scan, AR days). That visibility surfaced excess expenses and coding errors, enabled vendor renegotiations, and cut run-rate costs—driving stronger EBITDA margins and audit-ready books the owners now review every month.

Provided strategic tax planning services for a local healthcare provider facing escalating tax liabilities. Developed a tailored plan that utilized tax credits and deductions effectively, resulting in a 20% reduction in tax expenses while ensuring compliance with federal and state tax regulations.  This was only possible due to the strong accounting foundation we had in place.

Collaborated with a rapidly growing tech startup to create a dynamic financial strategy that supported their expansion goals. Focused on optimizing resource allocation and implementing financial forecasting tools, the strategy bolstered investment attractiveness and facilitated successful rounds of funding.  This was only possible due to the strong accounting foundation that we put in place from the onset.