Resources
The questions we answer most.
If yours is not here, ask it. We would rather answer a question early than fix a decision later.
Working with us
How does a new engagement start?
With a diagnostic. We look at your last two years, your current books and your entity structure, then come back with a written assessment of what is working and what is not, plus a tier recommendation and a fixed monthly figure.
Do you work with businesses outside Florida?
Yes. Federal tax is federal, and we handle multi-state filings routinely. Most of the relationship runs over video calls and the client portal regardless of where you are.
Do we have to switch bookkeepers to work with you?
Not necessarily. If your books are reliable we will work with them. If they are not, we will say so plainly — advisory work built on unreliable books produces confident answers that happen to be wrong.
What languages do you work in?
English, Spanish, Portuguese and Italian across the team.
Tax
When should tax planning actually happen?
Continuously, with a substantive checkpoint in the autumn while there is still time to act. Anything after December 31 is arithmetic — the decisions that change the outcome all happen before it.
Should I be an S-corp?
It depends on profit, not revenue. The election saves self-employment tax on distributions above a reasonable salary, so it starts making sense once net profit comfortably exceeds what you would have to pay yourself as a wage. Our calculator gives a rough answer.
I have unfiled returns. How bad is it?
Recoverable, and it improves as soon as they are filed. Substitute returns the IRS prepares on your behalf allow no deductions and no favourable filing status, so filing properly usually reduces the liability substantially before any negotiation starts.
Do you do aggressive tax strategies?
No. Captive insurance arrangements, conservation easement syndications and similar structures are heavily marketed and reliably expensive once examined. We use ordinary strategies applied deliberately and documented properly.
Accounting & payroll
How quickly do books close each month?
We target the fifteenth business day for clients on recurring plans. Early enough that the numbers are still actionable, late enough that everything has cleared.
We are badly behind. Can that be fixed?
Yes, and it is finite work with a known cost. Catch-up engagements are routine — the alternative, paying tax-preparation rates to make sense of disorganised records every spring, is more expensive.
Are our contractors really contractors?
Often not. Classification turns on behavioural control, financial control and the nature of the relationship — not on what the agreement says or what the worker prefers. Misclassification is one of the most commonly assessed payroll issues.
Start the conversation
Tell us what the business is trying to do next.
An introductory call is thirty minutes and costs nothing. If we are not the right firm for what you need, we will say so and point you somewhere better.