Personal taxes
Your tax return done with care, with your real numbers and in your language. Built for W-2 employees, 1099 workers and families who want to file right and on time. And if a past year came out wrong, we fix it with an amendment too.
What's included
- Complete federal 1040 return
- Review of your W-2 and your withholdings
- 1040X amendments if something was filed wrong
- 4868 extensions filed on time
How it works
- You start with your free 30 minute estimate
- We review your documents with you
- We file and explain every number
What you get
- Your return filed with the IRS, with your copy in hand
Corporate taxes
LLC, S-Corp and corporations squared with the IRS, without last minute scares. Made for business owners who want to close their tax year with no loose ends. We go over your books with you and defend your position if the IRS asks.
What's included
- Complete corporate tax return
- Extensions and amendments when needed
- Defense of your case before the IRS
How it works
- We listen to how your business operates
- We calculate with your real books
- We file and defend your position
What you get
- Your corporation filed and in good standing, papers in your hand
LLC, EIN and ITIN
We open your company and your numbers with the IRS so you can work in good standing. It is the first step to invoice, open bank accounts and build history. Ideal if you are starting your business or need an ITIN to file.
What's included
- Opening and registration of your LLC
- EIN number with the IRS for your LLC
- ITIN number for work
How it works
- We define what your case needs
- We prepare and file the application
- We hand you your numbers in good standing
What you get
- Your LLC registered and your EIN or ITIN numbers ready to use
How we work
The method, in four steps.
We listen to your case
30 free minutes, with you
We calculate
With your real numbers
We file and defend
Your case before the IRS
We teach you
So you keep growing
Full bookkeeping
Monthly books with reports and your tax returns included, so your business never walks blind. For businesses that want to read their month in one clear report, not chase papers in April. With your books up to date, your return comes out clean and without surprises.
What's included
- 100% bookkeeping for your business
- Reports that show your month at a glance
- Tax returns included
How it works
- We receive your accounts and paperwork
- We keep your books up to date
- You get your reports and your taxes ready
What you get
- Clear reports and tax returns included, month after month
Retirement and loans
Retirement plans plus personal and business loans, with clear numbers before you sign. It fits you if you want to start paying yourself first or need to fund an important step. We compare options with you and read every paper before you decide.
What's included
- Opening of retirement plans
- Personal loans
- Business loans
How it works
- We review your real situation
- We compare options with you
- We open your plan or line up your loan
What you get
- A plan in motion and paperwork you understand from start to finish
Online and at home
The same firm, wherever you are: at the office, by video call or at your home. For clients outside Miami, short on time or who prefer service at home. Your case moves just as fast and a CEO runs it from start to finish.
What's included
- Free 30 minute estimate with real numbers
- 100% online service in all 50 states
- At home within a 5 mile radius of the office
- Private, personal attention on every channel
How it works
- You pick the channel that suits you best
- We book your free estimate
- Your case moves forward just like at the office
What you get
- Your taxes solved without moving, with the same attention from the CEOs
Learning Center
Learn while you file.
Lessons to understand your taxes and training programs to learn how to prepare them. That is the firm's mission: educating our community.
Visit the classroom
Illustrative images
Your free estimate
Thirty minutes. Real numbers. Zero cost.
Sidney or María go over your case with you, in person, online or at your home.