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QuickBooks, ITIN, foreign investors and more

QuickBooks, ITIN, foreign investors, immigration forms

Beyond taxes, books and payroll, our clients come to us for the paperwork that surrounds running a business or settling in the U.S. Here is what else we do.

Who it’s for

  • Foreign investors and non-residents
  • People applying for an ITIN
  • Businesses switching to QuickBooks
  • Families handling immigration paperwork
  • Clients outside Miami

“10/10 service! Andrew has never let me down. He always responds on time and takes care of me while answering any questions I have, HIGHLY RECOMMEND”

Ellecram · Google review

What else we do

  • QuickBooks services

    Setup, training, cleanup and ongoing support for QuickBooks Desktop and Online.

  • Financial statements

    Income statements, balance sheets and cash flow reports for loans, investors or your own decisions.

  • Business consulting

    Practical advice to grow your business, improve efficiency and increase profitability.

  • ITIN applications

    Individual Taxpayer Identification Numbers for people who need to file U.S. taxes without a Social Security number.

  • Foreign investors

    Non-resident returns (Form 1040-NR), FIRPTA compliance on real estate sales, investment structure planning and ongoing compliance support. Our clients come from more than 20 countries.

  • Immigration document assistance

    Help preparing documentation and applications for visas, green cards, citizenship, work permits and family petitions. We work closely with immigration attorneys to make sure documents are prepared correctly. We are not a law firm and do not give legal advice.

  • Virtual services

    Secure remote bookkeeping and tax preparation for clients anywhere in the U.S.

How it works

Three steps, the same for every client.

  1. Free consultation

    Tell us what you’re dealing with; we’ll tell you whether we can help and what it involves.

  2. A clear quote

    You get the price and the list of documents before any work starts.

  3. We handle it

    We prepare and file, keep you updated, and stay available for questions afterward.

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Frequently asked questions

Straight answers to what clients ask us first.

What is an ITIN and who needs one?

An ITIN is a tax identification number issued by the IRS to people who must file U.S. taxes but aren’t eligible for a Social Security number. We prepare the application and the return that goes with it.

What is FIRPTA?

A U.S. law that requires tax withholding when a foreign person sells U.S. real estate. We handle FIRPTA compliance for our clients.

Do you give immigration legal advice?

No. We help prepare documents and applications, and we work closely with immigration attorneys. For legal advice you need a licensed attorney.

Can you work with me if I live outside Florida?

Yes. Our virtual services cover clients anywhere in the U.S.

Ready when you are

Book a free 15-minute consultation online, or call us today.

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