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Service

Tax Services

Preparation, planning and IRS support for businesses, property owners and cross-border clients.

  • Businesses with U.S. filing obligations
  • Property owners and real estate investors
  • International clients and non-residents
The situation

Why this matters

U.S. tax rules change by entity type, state, residency status and income source. A missed form or deadline is expensive, and generic advice rarely fits a specific situation.

Scope

What's included

  • Tax preparation and filing support (federal and state)
  • Tax planning and optimization
  • IRS notices, disputes and audit support
  • Guidance for non-resident and international cases

Pricing for this service is confirmed during your consultation, so you know the scope and cost before any work begins.

What to prepare

A starting point — we send a checklist tailored to your case.

  • Prior-year returns, if available
  • Entity and registration details
  • Income and expense records
  • Any IRS or state notices received
How we work

What working together looks like

  1. 01

    Discovery

    A short consultation to understand your situation, deadlines and what you need help with.

  2. 02

    Document review

    We review what you already have, confirm the scope of work, and tell you exactly what is missing.

  3. 03

    Recommendation & setup

    You get a clear plan: what we will do, what is included, the timeline, and what to expect next.

  4. 04

    Delivery & ongoing support

    We complete the work, keep you informed, and support recurring filings and deadlines if you need it.

Related

Services that often go together

Tax Planning & Optimization

Plan ahead: understand liabilities, deadlines and optimization opportunities for your situation.

View serviceTax Planning & Optimization

Tax Preparation & Filing

Preparation and filing support for annual returns and reports, with a clear document checklist.

View serviceTax Preparation & Filing

IRS Notices, Disputes & Audit Support

Help understanding IRS notices, preparing documents and responding — calmly and on time.

View serviceIRS Notices, Disputes & Audit Support
FAQ

Tax Services questions

Yes. We support federal filings and state filings across the U.S. — including annual business returns and state annual reports. We confirm the exact scope for your states during the initial consultation.

Yes. We review what is outstanding, confirm the scope of the catch-up work, and lay out a plan to get current.

Get started

Have a tax services question?

Book a consultation and we'll confirm scope, documents and next steps for your situation.

  • Florida-based U.S. practice
  • Works with non-residents & international clients
  • One team owns your work from first contact to filing
  • Clear scope and clear next steps