Business Details
32 Years
experience
Expert Tax & Accounting Services in Miami Lakes
Established in 1994, our firm has built a reputation as a trusted CPA firm serving South Florida. We specialize in tax and accounting services for businesses, individuals, estates, and trusts, combining big-firm expertise with personalized attention. Our team brings decades of experience in financial planning, tax representation, and risk management, serving clients through all stages of business growth.As members of the AICPA Peer Review Program, we maintain the highest professional standards while providing localized service from our Miami Lakes office. With convenient access to Miami-Dade and Broward Counties, we offer both in-person and virtual consultations to meet our clients' evolving needs.
Services
Individual Tax Preparation
Business Tax Planning
IRS Audit Representation
QuickBooks Setup & Training
Estate & Trust Tax Services
Payroll Tax Problem Resolution
Succession Planning
Financial Statement Compilations
Tax Controversy Representation
New Business Formation
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of tax representation expertise with personalized service
- Our team includes AICPA-certified financial forensics professionals
- We specialize in resolving complex IRS and Florida Department of Revenue matters
- QuickBooks Pro Advisors with local Miami-Dade and Broward County expertise
- Secure online payment and file transmission options available
Associations and certifications
- AICPA Peer Review Program
What people say
"deeply committed"
"experienced help"
"personalized service"
"responsive whenever"
"confident the books"
Services
IRS Audit Representation
Our certified tax professionals represent clients before the IRS and Florida Department of Revenue. We negotiate audit settlements, resolve collection matters, and handle tax lien/levy releases. With extensive experience in federal and state tax controversies, we provide strategic defense while ensuring compliance with current regulations.
Business Tax Planning
We develop comprehensive tax strategies for businesses at all growth stages. Services include entity selection, quarterly tax planning, payroll tax compliance, and succession planning. Our approach minimizes tax liabilities while aligning with long-term business objectives through proactive financial forecasting and analysis.
QuickBooks Setup
As certified QuickBooks Pro Advisors, we implement customized accounting systems tailored to business needs. Our services include chart of accounts setup, financial statement generation, and user training. We optimize software configurations for accurate bookkeeping and streamlined financial reporting processes.
Estate Tax Services
We assist with estate and trust tax compliance, including fiduciary accounting and inheritance tax planning. Our services cover trust administration, estate tax return preparation, and strategies for minimizing transfer taxes. We work with executors and trustees to ensure proper tax reporting throughout probate proceedings.
Tax Debt Resolution
We negotiate offers in compromise and installment agreements for taxpayers with overdue liabilities. Our experts handle IRS wage garnishments, bank levies, and property seizures. We develop customized payment plans while ensuring ongoing compliance with tax filing requirements.
People
Robert K. Chaney
Principal / CPA
Over 30 years of experience in tax representation and planning. Certified in Financial Forensics by AICPA. Specializes in IRS negotiations and business succession planning. Holds a business administration degree from Florida Atlantic University.
Questions
What tax services do you offer for businesses?
We provide business tax planning, payroll tax compliance, financial statement compilations, and IRS audit defense tailored to your company's specific needs.
How can you help with IRS tax problems?
We offer tax controversy representation including audit defense, lien/levy releases, and payment plan negotiations with the IRS and Florida Department of Revenue.
Do you work with out-of-state businesses?
Yes, while based in Miami, we handle tax matters involving federal regulations and multiple state jurisdictions for businesses nationwide.
What accounting software do you support?
Our team specializes in QuickBooks setup and training for both desktop and online versions, customized to your business requirements.
How do I schedule a consultation?
Contact us via phone at (305) 825-6286 or use our online form to schedule either in-person meetings or virtual consultations.
