Expert Accounting Services

Tax Preparation and Compliance

Our tax preparation and compliance services are designed to help you navigate the complex world of taxation with ease. We handle federal and state income tax returns, ensuring accuracy and maximizing your deductions. Our expertise extends to multi-state tax compliance, quarterly estimated tax planning, and sales and use tax filings. With LoTax, you can rest assured that your tax obligations are met efficiently and effectively.

Bookkeeping and Financial Reporting

Accurate bookkeeping is the foundation of sound financial management. We offer comprehensive bookkeeping services on a monthly, quarterly, or annual basis, tailored to your business needs. Our services include meticulous bank and credit card reconciliations, precise financial statement preparation, and customized management reports that provide valuable insights for business owners. We also offer external CFO services for financial decision-making.

Small Business Advisory

As small business specialists, we understand the unique challenges you face. Our advisory services include detailed budgeting and cash flow analysis, KPI reporting, and performance tracking to help you make informed decisions. We offer setup and training for popular accounting software like QuickBooks Online and Xero. Regular financial health checkups ensure that your business stays on track for success.

Advisory Services

Our advisory services go beyond traditional accounting. We provide strategic guidance to help you navigate complex financial landscapes. This includes cross-border planning for individuals and corporations, structuring U.S. entities for foreign ownership, and advising new immigrants on U.S. tax obligations and treaties. Our goal is to empower you with the knowledge and strategies needed for long-term financial success.

International Tax Services

Navigating international tax regulations can be daunting. Our team specializes in U.S. tax compliance for non-resident investors, FIRPTA (Foreign Investment in Real Property Tax Act) regulations, and FBAR and FATCA reporting for foreign bank accounts. We help you understand and meet your global tax obligations while optimizing your international financial strategies.

IRS State Notice Response

Receiving a notice from the IRS or state tax authorities can be stressful. Our team provides initial review and explanation of these notices, helping you understand the implications and required actions. We act as a liaison with The Miami Tax Lawyer for representation when needed. Our services include preparing amendment returns to correct filings and conducting thorough record cleanups to prevent future issues, ensuring your peace of mind in tax matters.

Healthcare

LoTax provides specialized accounting and advisory services for healthcare providers, including corporate planning, tax and estate planning, business valuation, and revenue recognition. With expertise in fee-for-service and value-based care models, private insurer and government reimbursement programs, and compliance across all operations, LoTax delivers accurate financial guidance.

Professional Services Firms

LoTax provides accounting, tax, and advisory services for professional service firms, including physicians, dentists, and attorneys. We help clients navigate complex financial processes, maximize practice value, ensure compliance with state and federal regulations, identify profit opportunities, implement strategic tax planning, and deliver personalized guidance to improve performance, profitability, and long-term growth.

Real Estate/Construction

LoTax provides specialized accounting, bookkeeping, and advisory services for real estate and construction clients, including property owners, developers, investors, and high-net-worth individuals. Our expertise spans financial modeling, tax compliance, transactional support, and strategic analysis, helping clients navigate complex markets, minimize liabilities, protect holdings, and maximize the value and performance of their real estate investments.

Real Estate/Short-Term Rental

LoTax helps property owners turn real estate into profitable short-term rental ventures. We provide tax-efficient business structuring, regulatory compliance guidance, tailored tax planning, legal support, and administrative services. Whether managing Airbnb, VRBO, or private rentals, LoTax optimizes returns, simplifies operations, and delivers expert bookkeeping and financial reporting for short-term rental investments.

Tax Preparation and Compliance

Our tax preparation and compliance services are designed to help you navigate the complex world of taxation with ease. We handle federal and state income tax returns, ensuring accuracy and maximizing your deductions. Our expertise extends to multi-state tax compliance, quarterly estimated tax planning, and sales and use tax filings. With LoTax, you can rest assured that your tax obligations are met efficiently and effectively.

Bookkeeping and Financial Reporting

Accurate bookkeeping is the foundation of sound financial management. We offer comprehensive bookkeeping services on a monthly, quarterly, or annual basis, tailored to your business needs. Our services include meticulous bank and credit card reconciliations, precise financial statement preparation, and customized management reports that provide valuable insights for business owners. We also offer external CFO services for financial decision-making.

Small Business Advisory

As small business specialists, we understand the unique challenges you face. Our advisory services include detailed budgeting and cash flow analysis, KPI reporting, and performance tracking to help you make informed decisions. We offer setup and training for popular accounting software like QuickBooks Online and Xero. Regular financial health checkups ensure that your business stays on track for success.

Advisory Services

Our advisory services go beyond traditional accounting. We provide strategic guidance to help you navigate complex financial landscapes. This includes cross-border planning for individuals and corporations, structuring U.S. entities for foreign ownership, and advising new immigrants on U.S. tax obligations and treaties. Our goal is to empower you with the knowledge and strategies needed for long-term financial success.

International Tax Services

Navigating international tax regulations can be daunting. Our team specializes in U.S. tax compliance for non-resident investors, FIRPTA (Foreign Investment in Real Property Tax Act) regulations, and FBAR and FATCA reporting for foreign bank accounts. We help you understand and meet your global tax obligations while optimizing your international financial strategies.

IRS State Notice Response

Receiving a notice from the IRS or state tax authorities can be stressful. Our team provides initial review and explanation of these notices, helping you understand the implications and required actions. We act as a liaison with The Miami Tax Lawyer for representation when needed. Our services include preparing amendment returns to correct filings and conducting thorough record cleanups to prevent future issues, ensuring your peace of mind in tax matters.