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PRESENT ONLINE WITH US

Complete the application, submit it and we will contact you.

Here's a tax checklist to help you organize your documents.

Check list

Tax preparation:
Individual

  • Tax Client Intake Form​

  • Online Form​

  • Puerto Ricox PreparationPlanilas of Puerto Rico

Tax preparation:
Small business

  • Business Organizer for individual members LLC and sole proprietor

  • Rental property organization / Property rental organizer

Foreign person

  • ITIN application​

  • Tax client admission form: non-residents  
    Tax Client Entry Form - Non-Resident

Tax preparation:
Corporations
Associations
S Body

  • Contact our office

Business Formation

  • Florida State Records and Amendments

  • Employer Identification Number (EIN)

  • Florida Department of Revenue

  • County Business Tax Receipts

  • Workers' Compensation Exemptions

  • Operating Agreements

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