Answers to the questions
we hear most.

We return calls the same business day, you work with the same team year after year, and your first consultation is always free. We stay small enough that owners still know every client by name — but credentialed enough to handle complex tax and IRS work.

Nothing. We sit down with you — in person at either office, on the phone, or on a video call — and talk through your situation. No hourly charges, no pressure, no obligation to sign on.

No. Most clients never visit the office. We exchange documents through a secure portal, do video calls when we need face time, and mail or email finished work. Visiting the Boca Raton or Fort Lauderdale office is always an option — but never a requirement.

Yes. We regularly pair with in-house bookkeepers and external payroll services. In that arrangement we typically handle tax returns, year-end adjustments, and strategic planning while your existing people continue day-to-day work.

Sooner than you think. For individual returns, reaching out in January lets us plan proactively and file early (lower audit risk, faster refund). For business returns, ongoing monthly contact throughout the year beats a once-a-year scramble in March.

Don't ignore it, and don't call the IRS before talking to us. Bring or email us the letter and we'll read it carefully, tell you what it actually means, and recommend a response. Most IRS letters are routine — but a few require quick, specific action.

Absolutely. We file back-year returns every month. We'll reconstruct records, catch missed deductions, and file in the order that minimizes penalties and interest. In most cases we can also negotiate a payment plan or Offer in Compromise on whatever balance remains.

Yes. Business-sale taxes depend entirely on how the deal is structured (asset vs. stock sale, installment vs. lump sum, entity type) — and the best structuring decisions happen BEFORE the LOI is signed. Bring us in early and we can frequently save six or seven figures of tax.

Yes — usually within days. We contact the IRS, establish representation, and negotiate an installment agreement or hardship status that releases the levy. The key is acting fast.

Several: an installment agreement (monthly payments), an Offer in Compromise (settle for less than you owe), Currently Not Collectible status (pause collection while finances recover), or in some cases bankruptcy discharge. We run through each and recommend the one that fits your actual situation.

An Offer in Compromise is an IRS program that lets qualifying taxpayers settle tax debt for less than the full amount. Eligibility depends on income, assets, and expenses — not just how much you owe. We evaluate OIC eligibility for free during your consultation.

Depends on your income, state, and goals. An LLC is simpler but pays self-employment tax on every dollar. An S-Corp requires payroll and formalities but can save significant SE tax above roughly $60-70K of net income. We run the numbers for your specific situation during new-business-formation engagements.

Yes. QuickBooks cleanup is a significant portion of our QB work — we re-categorize transactions, reconcile historical periods, correct opening balances, and give you a clean file from then on. We can also train your team so it stays clean.

Yes — one-on-one, in person or remotely, for QuickBooks Online and QuickBooks Desktop. Training is always customized to your industry and how you actually use QB (not generic classroom material).