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
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.
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
What working together looks like
- 01
Discovery
A short consultation to understand your situation, deadlines and what you need help with.
- 02
Document review
We review what you already have, confirm the scope of work, and tell you exactly what is missing.
- 03
Recommendation & setup
You get a clear plan: what we will do, what is included, the timeline, and what to expect next.
- 04
Delivery & ongoing support
We complete the work, keep you informed, and support recurring filings and deadlines if you need it.
Services that often go together
Tax Planning & Optimization
Plan ahead: understand liabilities, deadlines and optimization opportunities for your situation.
View serviceTax Planning & OptimizationTax Preparation & Filing
Preparation and filing support for annual returns and reports, with a clear document checklist.
View serviceTax Preparation & FilingIRS Notices, Disputes & Audit Support
Help understanding IRS notices, preparing documents and responding — calmly and on time.
View serviceIRS Notices, Disputes & Audit SupportTax Services questions
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