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Tax and accounting services for Kendall
Families, professionals and the practices that serve them: Kendall’s needs are personal, and so is our service.
Why Kendall clients come to us
Kendall is where much of Miami-Dade lives: households with two incomes, children, a mortgage and, often, a rental property or a side business. The returns are rarely complicated, but the details matter: the child tax credit, dependent care, education credits, mortgage interest, and the year a family sells a home. We prepare those returns carefully and explain what changed from last year.
Kendall is also home to a dense cluster of medical, dental and professional practices around Baptist Hospital and the Dadeland corridor. Practices need clean monthly books, payroll that handles part-time and contract staff, and an accountant who understands that a doctor’s S corporation and a doctor’s household are two sets of books that need to agree.
Because we also hold a Florida insurance license, Kendall families can review their home, auto, health and life coverage with the same team that sees their finances. One conversation covers both.
How we work with Kendall clients
- Tax preparation with a clear explanation of the result, in English or Spanish
- Monthly bookkeeping and payroll for practices and service businesses
- Insurance reviews alongside your taxes, so coverage matches your actual situation
“I highly recommend Juliet and her assistant Antonella! From the moment I walked into the office, they made me feel welcomed and supported. They were extremely attentive and always available to answer any questions I had…”
Questions from Kendall
We’re a two-income family with kids. What should we bring?
Both W-2s, childcare provider information, any 1098 forms for mortgage interest or tuition, and last year’s return if you’re new to us. Our checklist article covers the rest.
Do you work with medical and dental practices?
Yes. Monthly bookkeeping, payroll and the practice’s business return, coordinated with the owner’s personal return.
Can you review our insurance at the same time?
Yes. Our Florida-licensed agents quote home, auto, business, health and life coverage, and they work alongside the accounting team.
Where are you relative to Kendall?
Our office is in west Miami-Dade near the Palmetto (SR 826) and the Dolphin (SR 836), north of Kendall. Many Kendall clients meet with us remotely and visit once a year.
Let’s talk, wherever you are
Book a free 15-minute consultation online, or call us today. In person or remote, in English or Spanish.