what we do

Our Professional  Approach

Our Firm will always strive to accommodate your specific needs.  While we can bring to the table a significant baggage of knowledge and expertise, we prefer to have you provide us with your expectations. 

We will not try to sell you on services you probably do not need or want. 



Browse around our  Services Offer

Here you can learn more about each service we provide, and select which one fits you. After you selected the service, feel free to contact us for further details.


Because we bear the highest credential granted by the federal tax authority, we are ready to stand by our clients whenever their tax documents may be selected for an examination. Moreover, if we prepare your tax return the checkbox where you give us authorization to discuss the return with the Government will be marked by default.

Find out more from our Tax Resolution Division at


If you are a small business owner, you need to focus on what really matters to you. Let us take over the task of registering your daily, monthly, and yearly transactions by means of a specialized software. We will be able to download all those transactions directly from your online banking and review with you, every so often, those transactions that appear to be new or need clarification.

Financial Statements

If you are an individual, we will provide a needs-based analysis of your current financial and tax situation and will make recommendations centered on your income and expenses, your personal assets and liabilities.

If you are a business, we will prepare your Profit & Loss and Balance Sheet Statements on a periodical basis in such a way that you can have those available for your decision-making process as well as to present them for financing purposes, both at the business and personal levels.

FIRPTA transactions

The disposition of a U.S. real property interest by a foreign person (the transferor) is subject to the Foreign Investment in Real Property Tax Act of 1980 (FIRPTA) income tax withholding. FIRPTA authorized the United States to tax foreign persons on dispositions of U.S. real property interests.

A disposition means “disposition” for any purpose of the Internal Revenue Code. This includes but is not limited to a sale or exchange, liquidation, redemption, gift, transfers, etc. Persons purchasing U.S. real property interests (transferees) from foreign persons, certain purchasers’ agents, and settlement officers are required to withhold 15% (10% for dispositions before February 17, 2016) of the amount realized on the disposition (special rules for foreign corporations).

Depending on each circumstance, such withholding may be reduced or even eliminated. Our Firm has the experience and a good record of success in accomplishing this.


Owing money to the federal or state government is not a crime. There are multiple options available to you to settle any amount owed, remain compliant and put this intimidating situation behind you.

Find out more from our Tax Resolution Division at


A Certified Acceptance Agent is a person or an entity (business or organization) who, pursuant to a written agreement with the IRS, is authorized to assist individuals and other foreign persons who do not qualify for a Social Security Number (SSN) but who still need an Individual Taxpayer Identification Number (ITIN) for several different purposes. The Certified Acceptance Agent facilitates the application process by reviewing the necessary documents, authenticating the identity when able and forwarding the completed Forms to IRS.

Our Firm is a subscriber to one such agreement, which can help our clients to expedite the application process by significantly reducing the turnaround time of original documents and providing a close follow up system through the IRS CAA Hotline. ITIN application interviews can be performed by means of a videoconference system when the applicant is at a remote location in the US or abroad.


Most business ventures start as a Sole Proprietorship but as the business grows, they face new challenges at every level —strategic, tactic and operative— both in the financial and tax arena. We will put our broad experience and knowledge at your service so you can thoroughly understand the implications of adopting either business structure.

Payroll Services

Payroll is a critical part of your business’ operation. Keeping up to date with the recurrently changing employment laws and regulations' landscape might be a difficult task to accomplish by you as a business owner. That is where we can step in and handle all the reporting on a timely manner. Not only that, but we can also make recommendations and put them in place for you to increase high quality employee retention and reduce turnover.


Because we not only bear federal credentials on the Tax arena but are also licensed both at the federal and state level within the Financial Services industry, we are your best resource to design a sound retirement plan. This is true both at the individual and business level. We will design the best solution from the tax standpoint while making sure that the underlying investments fit your and your employees’ preferences.

We can also assist you in setting up a college savings plan for your children with significant advantages over prepaid programs.

Report of Foreign Bank and Financial Accounts (FBAR)

If you, as a U.S. citizen or resident, have a financial interest in or signature authority over a foreign financial account, including a bank account, brokerage account, mutual fund, trust, or other type of foreign financial account, exceeding certain thresholds, the Bank Secrecy Act may require you to report the account yearly to the Department of Treasury by electronically filing a Financial Crimes Enforcement Network (FinCEN) 114, Report of Foreign Bank and Financial Accounts (FBAR).

We are a BSA E-filer and can assist you in filing this very important report in order to avoid significant penalties.


Preparing a tax return is always an after the fact process. Even though something can be done at this point to minimize your tax liability with the use of laws and regulations, there is nothing like planning ahead of time both financially and taxwise. We are experienced and credentialed in both worlds in such a way that you will be very satisfied of the outcomes in the long run.

Still Have Some Questions Left?

Feel free to contact our support team to learn more about the services provided by us and multiple offers for Your business!