Your Miami Taxes Preparation Checklist

The IRS typically begins accepting tax returns in late January. We can help you prepare your documents early so you’re ready to file as soon as the season open.

Yes! You can upload your documents securely, and our tax professionals will prepare and file your return virtually — no office visit needed.

Absolutely. We use secure systems and encryption to protect your data at every step of the process.

Yes. We can review your situation and help you set up a payment plan or explore other options with the IRS.

Bring your W-2s, 1099s, photo ID, Social Security cards, last year’s return, and any documents showing deductions or credits (like mortgage interest, childcare, or education expenses).

In most cases, yes. Even if your income was low, you may qualify for a refund or tax credit.

Absolutely. We’ll make sure all income is reported correctly and help you maximize deductions across all your earnings.

Yes. We work with small businesses, freelancers, and LLCs to ensure accurate filings and help reduce your tax burden.

Most refunds are issued within 7–21 days after the IRS accepts your return, especially when you choose direct deposit.

Personal deductions apply to individual expenses, while business deductions relate to operating costs. We’ll help you separate and track both properly.

Strategic planning helps you take advantage of deductions and credits before the year ends — not after. We build year-round strategies to minimize your taxes.

No! Individuals can benefit too — especially if you’re self-employed, own property, or have multiple income streams.

No problem! Bring your prior return or digital copy, and we’ll handle the transition smoothly.

You can track it anytime using the IRS “Where’s My Refund?” tool, or we can help you check it in-office.

We combine expert knowledge, personalized service, and secure technology to make tax season simple and stress-free.