Online CPA Services
Use a secure, cloud-based CPA process for personal and business tax returns, estimates, sales tax, and notices.
View serviceSERVICES
Tax, accounting, and advisory services organized around your needs
Browse 49 services in eight practical families. Each service is scoped and priced separately, so you can use one service or coordinate several when your situation requires it.
SERVICE OPTIONS
Find the service that matches your current need
Tax Returns & Compliance
Federal, state, individual, business, fiduciary, and nonprofit filing support within a clearly defined engagement.
12 services
Personal Tax Returns
Federal and state personal tax return preparation for employees, families, retirees, investors, and people with multi-state filings.
View serviceSelf-Employed Schedule C Tax
Tax preparation for freelancers, contractors, sole proprietors, and other self-employed people, including Schedule C and quarterly estimates.
View serviceFarm Schedule F Tax Preparation
CPA-led tax preparation and planning for farms and ranches, including Schedule F, equipment depreciation, USDA payments, farm income averaging, and estimates.
View serviceBusiness Tax Returns
Federal and state business tax return preparation for partnerships, corporations, and owner-operated small businesses.
View servicePartnership Tax Returns
Form 1065 and Schedule K-1 preparation for partnerships, including partner records, allocations, capital accounts, state filings, and owner coordination.
View serviceC Corporation Tax Returns
Form 1120 and applicable state return preparation for C corporations, including payroll, shareholder transactions, estimated payments, and fixed assets.
View serviceS Corporation Tax Returns
Form 1120-S and Schedule K-1 preparation, with review of payroll, owner compensation, distributions, basis, depreciation, and state filings.
View serviceAmended Tax Returns
CPA-led preparation of accepted federal and state amended tax returns for individuals and small businesses, with scope and pricing confirmed first.
View serviceUnfiled & Prior-Year Tax Returns
Prepare accepted unfiled and prior-year federal and state tax returns for individuals and small businesses through a secure, clearly scoped process.
View serviceEstate, Trust & Gift Tax
CPA-led Form 1041, fiduciary income-tax, estate and gift tax return preparation, beneficiary reporting, and tax coordination with legal counsel.
View serviceNonprofit Tax & Compliance
CPA-led Form 990, 990-EZ, 990-PF, 990-T, state charity filing, unrelated business income, and nonprofit tax compliance support.
View serviceBusiness Tax Strategy & Incentives
Tax planning, entity decisions, credits, accounting methods, and specialized business reporting coordinated around current facts.
12 services
Quarterly Estimated Taxes
Quarterly estimated tax calculations based on current income, withholding, business or rental activity, prior payments, and expected changes.
View serviceEntity Tax Elections
Help with Form 2553, Form 8832, late S corporation elections, effective dates, and related tax-classification questions.
View serviceBusiness Tax Structuring
CPA-led comparison of sole proprietor, partnership, S corporation, and C corporation tax structures using ownership, income, payroll, state, and growth facts.
View serviceR&D Tax Credit
CPA-led review of R&D tax-credit eligibility, qualified research expenses, Form 6765, payroll-tax elections, documentation, and Section 174A treatment.
View serviceSection 174A Research Costs
CPA-led domestic and foreign research-cost review, Section 174A treatment, prior unamortized amounts, method changes, and tax-return coordination.
View serviceAccounting Methods & Form 3115
CPA-led review and preparation support for Form 3115, Section 481(a) adjustments, depreciation corrections, and other accounting method changes.
View serviceTax Credits & Incentives
Federal and state tax credit review, 179D and energy incentive coordination, hiring credits, state incentives, and return reporting with specialists where required.
View serviceASC 740 Tax Provision
CPA-led current and deferred tax provision support, effective-tax-rate analysis, uncertain tax positions, and tax-accounting coordination.
View serviceS Corporation Reasonable Compensation
CPA-led reasonable-compensation analysis using owner duties, time, experience, industry data, company results, payroll, and supporting documentation.
View servicePartnership Basis & Capital Accounts
CPA-led outside-basis, tax-capital, debt-allocation, contribution, distribution, loss-limitation, and partner-reporting analysis.
View serviceLLC Formation
Administrative Florida LLC formation with coordinated EIN, federal tax classification, initial tax registrations, and first-year filing guidance.
View servicePartnership Formation
CPA-led administrative partnership filing and tax setup, including accepted state filings, EIN support, Form 1065 readiness, owner reporting, and first-year planning.
View serviceReal Estate Tax
Tax preparation, depreciation, exchanges, and transaction coordination for rental and investment real estate.
4 services
Rental Property Taxes
Tax preparation for rental income, expenses, depreciation, repairs, improvements, property sales, Schedule E, and related state filings.
View serviceShort-Term Rental Tax Preparation
CPA-led tax preparation for short-term rental owners, including reporting form, records, depreciation, personal use, participation, and state coordination.
View serviceCost Segregation Tax Analysis
CPA-led cost segregation analysis, study review, depreciation schedules, return reporting, and Form 3115 scope review for rental and business property.
View service1031 Exchange Tax Reporting
CPA help with the tax side of an accepted 1031 exchange, including adjusted basis, depreciation, Form 8824, state reporting, and return coordination.
View serviceMulti-State & International Tax
U.S. federal, state, residency, foreign-account, and international information-return coordination.
8 services
Multi-State Tax Returns
CPA-led multi-state tax return preparation for resident, part-year, and nonresident individuals and accepted business filings.
View serviceNY/NJ to Florida Move-Year Tax
CPA-led move-year tax return preparation for people relocating from New York or New Jersey to Florida, including part-year and nonresident filings.
View serviceInternational Tax
CPA-led U.S. tax preparation for expats and foreign nationals with cross-border income, foreign accounts, residency questions, and accepted reporting work.
View serviceU.S. Expat Tax Returns
CPA-led U.S. tax-return help for citizens and green-card holders abroad with foreign income, foreign taxes, foreign accounts, and state-filing questions.
View serviceForeign National U.S. Tax Returns
CPA-led U.S. tax-return preparation for foreign nationals with U.S. income, investments, rental property, business activity, or tax-residency questions.
View serviceFBAR & FATCA Reporting
CPA-led help organizing accepted FBAR and Form 8938 reporting for foreign accounts and assets.
View serviceForeign Business & Investment Reporting
Form-by-form U.S. reporting review for foreign corporations, disregarded entities, branches, and passive foreign investment companies, including Forms 5471, 8858, and 8621 when accepted.
View serviceBOI Reporting for Foreign Companies
Current FinCEN reporting review for foreign-country entities registered to do business in the United States.
View serviceSales Tax & State Compliance
Sales-tax registration, filing, nexus, notices, and Florida audit support under a separate written scope.
2 services
Sales Tax Services
Sales tax help for businesses, including state registrations, return filings, notice responses, and audit support.
View serviceFlorida Sales Tax Audits
Received a Florida sales tax audit notice?
View serviceIRS & State Tax Problems
Notice, examination, collection, and penalty-relief support after the agency, period, deadline, and authority are confirmed.
4 services
IRS & State Tax Notices
Help reviewing and responding to IRS and state tax notices, including deadlines, records, written responses, and representation when engaged.
View serviceIRS Audit Representation
Received an IRS audit or examination letter?
View serviceIRS Tax Relief & Back Taxes
CPA-led review for back taxes, unfiled returns, IRS payment options, penalties, tax liens, levy notices, and separately accepted representation.
View serviceIRS Penalty Relief Review
Review an IRS penalty notice, filing and payment history, current automatic or requested relief paths, and supporting records without guaranteed outcomes.
View serviceAccounting & Finance Advisory
Bookkeeping, payroll-tax coordination, forecasting, management reporting, and controller-level support for businesses.
3 services
Bookkeeping Services
Monthly bookkeeping, catch-up, cleanup, account reconciliation, financial reports, and tax-ready records for small businesses.
View servicePayroll Services
Payroll setup and tax-filing coordination, federal and state payroll returns, year-end forms, notices, reconciliations, and owner-payroll support.
View serviceFractional CFO & Controller Advisory
Cash-flow forecasting, management reporting, budgeting, close oversight, KPI review, and tax-aware financial planning for growing businesses.
View serviceTransactions, Equity & Specialized Tax
Tax analysis for equity compensation, qualified stock, acquisitions, business sales, and digital assets.
4 services
Equity Compensation Tax Planning
CPA-led tax planning and return support for RSUs, ISOs, and NSOs, including withholding, estimated payments, AMT, cost basis, and multi-state reporting.
View serviceQSBS & Section 1202 Tax
CPA-led Section 1202 tax analysis, eligibility documentation, exclusion modeling, return reporting, and coordination with legal and valuation advisers.
View serviceTransaction Tax & Acquisition Structuring
Tax structuring, tax diligence, purchase-price allocation coordination, deal modeling, and post-closing tax integration for business transactions.
View serviceCrypto & Digital Asset Tax
Crypto tax reconstruction, Form 8949 reporting, staking, mining, DeFi, NFTs, business activity, and digital-asset tax-return coordination.
View serviceCOMMON TAX QUESTIONS
Start with the issue closest to your situation
These source-backed resources explain common deadlines, rental-property costs, depreciation, multi-state filings, and IRS matching notices in plain English, with a separate overview of the firm's cloud-based Pompano Beach service area.
NOT SURE WHERE TO START?