FAQ
Clear answers to your questions
These are the questions we hear most often. If yours is not here, contact the firm directly.
FAQ
Frequently asked questions
If your question is not answered here, contact the firm directly.
Who does the firm work with?
Individuals and families, Florida businesses of different sizes, foreign companies operating in the United States and non-resident investors with U.S. tax matters.
Do you work with clients who live outside Florida or outside the United States?
Yes. A significant part of the practice involves international clients with U.S. tax obligations. Whether a specific matter can be accepted is confirmed after an initial review.
In which languages can I be served?
English and Spanish. You can indicate your preferred language in the consultation request.
How does the first consultation work?
After you submit your request, the firm reviews it and contacts you to schedule a conversation. You will be told which documents to have ready and, before any work begins, you will receive a written proposal and engagement letter.
What documents should I prepare?
As a starting point: prior-year tax returns, any notices received from the IRS or the State, entity formation documents and recent financial statements. The firm will confirm the exact list for your case.
How are fees determined?
Fees depend on the scope and complexity of each engagement. They are agreed in writing in the engagement letter before work begins.
I received an IRS notice. What should I do?
Do not ignore it. Note the response deadline shown on the notice, keep the envelope and contact the firm with a copy as soon as possible so that your options can be reviewed in time.
Does submitting a request make me a client?
No. A client relationship begins only when both parties sign an engagement letter. Do not send confidential documents until the firm requests them through an agreed channel.
More tools
Keep making the most of our resources
- Estimated Tax CalculatorEstimate your quarterly federal tax payments in seconds using the general safe-harbor rules.Calculate now
- Tax Deadline CalendarSee upcoming federal and Florida deadlines for 2026–2027 and filter them by taxpayer type.View the calendar
- Resources & Official LinksDirect links to the official sources for filings, payments and registrations, gathered in one place.Explore resources
- Consultation RequestTell us about your situation in a few steps and the firm will respond personally.Send a request
Consultation
Let’s talk about your tax situation.
Share a few details about your needs and the firm will contact you to arrange a private conversation.
