Tax Services

Tax Planning & Preparation

Comprehensive tax preparation and strategic planning for individuals, businesses, and international clients — handled by a former IRS Agent with 42+ years of experience.

Expert Tax Services for Every Situation

Whether you're an individual filer, a growing business, or navigating complex international tax obligations, Miami CPA Firm delivers precise, strategic tax preparation and planning services tailored to your unique circumstances.

Dr. Joseph Hanlon's background as a former IRS Revenue Agent gives our clients an unmatched advantage — we know exactly how the IRS thinks, what triggers audits, and how to structure your affairs for maximum compliance and minimum tax liability.

Our Tax Services

Individual Tax Returns

Federal and state income tax preparation for individuals, including complex returns with investment income, rental properties, and self-employment.

Business Tax Returns

Corporate, partnership, S-Corp, and LLC tax returns prepared with precision and filed on time — with year-round planning to minimize your tax burden.

International Tax Compliance

FBAR, FATCA, Form 5471, Form 8938, and all foreign reporting requirements for U.S. persons with overseas assets or income.

Tax Planning & Strategy

Proactive strategies to reduce your tax liability through entity structuring, timing of income and deductions, retirement planning, and more.

Trust & Estate Tax Returns

Form 1041 filings and comprehensive estate tax planning to preserve wealth and ensure smooth transitions for your heirs.

Payroll Tax Compliance

Payroll tax filings, quarterly returns, and year-end W-2 and 1099 preparation to keep your business fully compliant.

42+Years of Experience
IRSFormer Revenue Agent
CPA + JDDual Credentials
GlobalInternational Expertise

Start with a Free Consultation

Let us review your tax situation and show you exactly how we can help reduce your liability and keep you compliant.

Book a Free Consultation