Our firm offers a wide range of services to our individual and business clients. We are particularly strong in advising foreign clients on US taxes - typical situations include US employment income, US property rental and sales, US investment income, incorporating US entities, cross-border tax minimization, etc. 

Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


Advisory Services

Tax Efficiency Strategies for Individuals

We offer numerous services to individual clients including:
  • Annual tax health check for tax efficiency and to minimize your tax burden.
  • Estate, Trust & Gift planning.
  • Life event planning including children’s education, retirement and divorce.
  • Social security planning to ensure you maximize your entitlements and are aware of your contribution requirements.

We frequently help clients save taxes by meeting prior to year end and reviewing their situation.

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Tax Efficiency Strategies for Businesses

By maximizing your deductible expenses and minimizing your taxable income we can design comprehensive and flexible strategies to reduce your tax burden. Through our annual tax health check for businesses we can identify areas to improve your tax efficiency including:

  • Annual tax health check for Businesses
  • Income Shifting Strategies
  • Succession & Exit Planning
  • Owner Remuneration Strategy

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International Tax Consulting

We are the preeminent firm in the Tampa Bay area for foreign nationals living in the US and US citizens living overseas.  Most CPA firms either do not wish to deal with non-US clients or simply do not have the necessary experience to deal with the issues. We welcome clients with international exposure and our range of specialist services includes:

  • ITIN Applications (W-7)
  • Sale of Property by Non-US persons (FIRPTA considerations)
  • Non-US Persons moving to, or living in, the US including relocation timing and partial year election assessment.
  • Immigration support
  • US Persons living overseas, including Offshore Voluntary Tax Compliance
  • Rescinding US citizenship
  • Cross-Border Structures

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Business Entity Selection & Incorporation

Choosing the form of entity of your business (e.g. "S" corporation, partnership, sole proprietor, limited liability corporation) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. We can also incorporate your entity for you, secure your tax identification number (EIN), register your fictious name (DBA), reserve your domain name, etc.

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Business Bootcamp

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the day to day operations. We are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Business Plan Development

We have developed business plans for numerous clients in a variety of industries to support SBA loan applications.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs, whether it is Quickbooks, Sage, etc.

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Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.

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IRS Representation & Problem Resolution

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Tax Strategies for Specific Transactions

Frequently while preparing client's tax returns we identify transactions that incur unnecessary adverse tax consequences.  There are many instances where we can add value if we are engaged while a transaction is being contemplated i.e. before not after. Typical transactions include:

  • Property purchases and sales
  • Stock sales

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Amended Tax Returns

When clients move to us from a previous CPA firm, we review their prior year tax return(s).  Frequently this exercise identifies missed opportunites and potential refunds. We  take the time to assess the potential for refund and discuss with the client whether an amended return makes sense. 

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Accounting Compliance Services

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Tax Compliance Services

International Tax Compliance

We have been servicing U.S residents working abroad and foreign citizens working in the U.S. for over 20 years.  Whether you have a relatively straightforward or complex situation we can prepare and file your non-resident federal return (1040-NR), your FBAR and any other statement or schedule.

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Tax Preparation & Filing

The combination of our expert staff and our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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