Tax Accountant and Bookkeeping in Brickell, FL

Brickell is a vertical business district: fund and brokerage offices, fintech and software teams, and a large population of people who moved here with a job that lives somewhere else. Income around Brickell Key and Brickell City Centre often does not arrive as a paycheck. It shows up as equity that vested, a K-1 from a fund, brokerage activity across a full year, or a distribution from a company the person owns.

So the first conversation is usually about documents nobody thinks of as tax documents: a grant agreement, a cap table, a broker statement, an operating agreement. We read them before we touch a return, because whether stock qualifies as QSBS, whether a move triggered a filing obligation in another state, and how a trading year should be reported are all settled by facts that already exist, not by choices made at filing time.

Ongoing, the work is planning-led. We model estimates against equity events rather than last year’s income, keep the entity and payroll side clean for an owner paying themselves out of their own company, and revisit the structure as that company raises, hires across state lines, or gets acquired. OBBBA rewrote the small-business stock rules only for shares issued after the law took effect: a partial exclusion now starts at three years rather than five, and both the per-issuer cap and the company-size limit went up. Shares issued before that point stay under the older rules, so the first thing to establish is when the stock was actually acquired.