Get in Touch
Whether you have a quick question or you are ready to get started, an expert is here to help. Book a consultation, or reach us directly by phone, WhatsApp, or email.
The Details
We work with clients across South Florida and, remotely, with businesses and individuals throughout the U.S. and abroad.
From Our Insights
IRS Direct Pay sends money from a U.S. checking or savings account to the IRS at no fee, with no sign-in. Its payment cap, its five-per-day ceiling, its scheduling window, and its rejection modes decide whether it fits a given federal balance.
Form 8949 ties every stock, crypto, and property sale back to what your broker already told the IRS on Form 1099-B or 1099-S. Here is what counts as a capital asset, the 2025 rate structure, the $3,000 loss limit, and the places basis most often goes wrong.
Form 3520 reports transfers to a foreign trust, ownership of one, distributions received from one, and foreign gifts above $100,000. The Section 6677 penalty starts at the greater of $10,000 or 35 percent, and Section 6039F adds 5 percent a month on unreported foreign gifts.
Before You Reach Out
Practical answers about getting in touch and what to expect.
Reach Us Directly
Real people, fast answers. Choose a channel and an expert will follow up.
