Tax preparation and planning in Miami
Personal and business returns, planning, IRS letters
Your return is prepared in our Miami office by a team led by Martha Otalora, an IRS-registered tax return preparer with more than 18 years of experience, and explained to you line by line. We look for every deduction and credit you qualify for, and we plan ahead so next year holds no surprises.
Who it’s for
- Employees with a W-2
- Self-employed workers
- Small business owners
- Landlords
- Newcomers to the U.S.
- Foreign investors
“The only place we go to for tax services. We are treated like family and not just another customer. They are professional and do not gate-keep information, in fact, we are educated on all the questions we have for filing and we’ve recommended tons of friends and family to go here. Thank you for taking care of us!”
What’s included
- Individual and family income tax returns
- Small business returns: LLCs, corporations and partnerships
- Self-employed returns with Schedule C
- Tax planning during the year, not only in April
- Help with IRS letters, notices and tax problems
- Non-resident returns (Form 1040-NR) and ITIN applications
- Tax refund processing
How it works
Three steps, the same for every client.
Free consultation
We review your situation in 15 minutes and tell you exactly what documents we need.
Preparation and review
We prepare your return and go through it with you, in English or Spanish, before anything is filed.
Filing and planning
We file electronically and set a plan for the coming year.
Frequently asked questions
Straight answers to what clients ask us first.
When is the tax deadline?
For most individuals the federal deadline is April 15. Partnership and corporation returns have their own deadlines, generally in March or April. If you need more time, we can file an extension, but any tax owed is still due by the original deadline.
Can you help if I received a letter from the IRS?
Yes. Bring the letter to your free consultation. We’ll explain what it means and what to do next.
I don’t have a Social Security number. Can I still file?
Yes. We help clients apply for an ITIN (Individual Taxpayer Identification Number) and file with it.
How much does it cost?
It depends on your return. After the free consultation we give you a clear price before any work starts, with no hidden fees.
Related services
Most clients combine two or three of these.
Ready when you are
Book a free 15-minute consultation online, or call us today.