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Tax preparation for business owners and investors
Accurate, on-time returns for you and your business, prepared by one firm that sees the whole picture.
Business and personal returns, handled together
When you own a business or investment property, your business return and your personal return are tied together. Income passes through, deductions interact, and a decision on one side shows up on the other. We prepare both, so nothing gets missed between two different preparers.
Returns we prepare
- Individual returns (Form 1040), including rental properties, investments, and self-employment income
- S corporations (Form 1120-S) and C corporations (Form 1120)
- Partnerships and multi-member LLCs (Form 1065)
- State returns where you or your business have filing obligations
- Quarterly estimated tax calculations
What working with us looks like
We agree on a fixed fee before we begin, based on the returns and complexity involved. You’ll know who is working on your return and how to reach them, and we aim to respond to questions within one business day, even in the middle of tax season.
If we spot an opportunity or a risk while preparing your return, we’ll tell you, including when the best option is a simple one.
Frequently asked questions
How much does it cost to have a CPA prepare my taxes?
Individual returns start at $500 and business returns start at $750. After a short consultation, we give you a fixed fee in writing before any work begins. We never bill hourly, and calls, emails, and questions are always free.
Can you prepare both my business and personal returns?
Yes, and we recommend it. Your business income flows onto your personal return, so having one firm prepare both means nothing gets missed between two preparers.
Can I switch CPAs in the middle of the year or after filing an extension?
Yes. Many of our clients switch mid-year or after an extension. We review your prior returns and records, and if we spot errors or missed opportunities, we tell you how we’d address them.
What do I need to get started?
Your prior year returns plus this year’s income documents, such as W-2s, 1099s, K-1s, and your business books or property records. After our consultation, we tell you exactly what we need and give you a secure way to share it.
Do you only work with clients in Hallandale Beach and Aventura?
No. Our office is in Hallandale Beach and we serve clients throughout South Florida in person, and many clients work with us virtually.