Tax Problems Get More Expensive When They Are Ignored
Jason Brett CPA helps business owners, international taxpayers, and individuals resolve missed filings, incomplete records, unresolved compliance, and complex tax situations. Work directly with a CPA who can identify what remains unresolved, define the required scope, and provide a clear path forward.
Briefly describe the filing, notice, business, or international issue. We will determine whether it fits our services and the appropriate next step.
Flat-Fee. No Surprises.
Just Peace of Mind.
You work directly with Jason, a licensed CPA, from your first call through filing. No hourly clock. No surprise invoices. You agree to one fixed fee before any work begins.
It is a private advisory experience built for small businesses, self-employed professionals, multi-state filers, and international taxpayers. If your taxes have moving parts, you are exactly who this firm was built for.
100%
Flat-Fee Transparency
Direct
CPA-to-Client Access
“Jason caught the active participant election for my rental property that I had left off. He even sent me a link to the IRS site so I could see it for myself. Really glad I found him.”
Unresolved Tax Matters
Is Any of This Still Unresolved?
Tax and accounting problems rarely resolve themselves. We help determine what is missing, what needs to be corrected, and what must happen next.
- Your accountant stopped responding
- A business or personal return was never filed
- You received an IRS or state notice you do not understand
- Your books are incomplete or not ready for filing
- You have foreign income, accounts, gifts, entities, pensions, or trusts
- You are unsure which returns or disclosures are missing
- You need a CPA to take over and finish the work
Where to Start
Where Do You Need Help?
Most matters fall into one of four areas. Choose the closest fit to begin, and your responses will route you to the right next step.
Business and S Corporation Tax
Current or late business returns, bookkeeping cleanup, payroll or sales-tax coordination, multistate compliance, and ongoing tax support for business owners.
Forms 1120-S, 1065, and 1120; S corporation elections; multi-state filings; incomplete books.
International Tax and FBAR
Foreign income, accounts, gifts, entities, pensions, and trusts, plus FBAR, Form 8938, and catch-up filing for U.S. taxpayers with a foreign footprint.
FBAR; Forms 8938, 5471, and 3520; catch-up filings; non-U.S. spouse questions.
Individual and Multi-State Tax
Complex individual returns involving business ownership, investments, real estate, equity compensation, or filing across more than one state.
Multi-state returns; K-1s; rental property; equity compensation.
IRS Problems and Prior-Year Returns
Notices, missing returns, prior-year obligations, unresolved balances, and work left incomplete by a prior accountant.
IRS and state notices; unfiled years; back-tax cleanup; prior-preparer handoffs.
Built for Clients With Complexity
Whether you are in South Florida or anywhere across the country, you work with Jason entirely online. If your situation has real complexity, you are in the right place.
Small Business Owners
S-Corps, LLCs, and sole proprietors who need accurate filing, strategic planning, and a CPA who understands running a business.
International Taxpayers & Expats
U.S. citizens abroad, foreign nationals with U.S. income, and non-residents navigating FBAR, FATCA, and Forms 5471, 8938, 2555, and 3520.
High-Income Individuals
Earners with investments, K-1s, rental properties, or RSUs who need proactive planning, not just someone to file a return after the year ends.
Self-Employed & Freelancers
1099 workers, consultants, and gig economy professionals who need quarterly estimates, deduction optimization, and clean books.
Real Estate Investors
Investors with rental income, short-term rentals, or flips needing depreciation strategies, passive loss rules, and entity structuring guidance.
New Business Owners
Entrepreneurs forming LLCs or S-Corps who need the right entity from day one, plus a CPA to grow alongside their business.
“Jason is thorough, detail oriented, and truly cares about doing the best he can for his clients. He communicates in a timely manner, answers all questions, and helps with future tax planning.”
See yourself in one of these? One conversation tells you whether this is the right fit.
Request a ConsultationFrom First Call to Filed, in Five Simple Steps
You always know what comes next. Here is exactly what working together looks like.
Schedule Your Consultation
You book a free, no pressure call. We talk through your situation and confirm this is the right fit before you commit to anything.
Receive Your Flat-Fee Quote
You get one clear, fixed price for the full scope of work. No hourly billing and no estimates that grow later. You approve it before anything starts.
Upload Documents Securely
You send your documents through an encrypted client portal on your own schedule. No email attachments, no paper, no driving across town.
We Handle the Work
Jason prepares and reviews everything personally and keeps you posted along the way. You stay informed without chasing anyone for updates.
Year-Round Support
Your relationship does not end at filing. Support for your agreed scope continues through the engagement, and ongoing planning is available when it is included in your service plan.
Know Your Price Before We Start
No hourly rates. No surprise bills. You receive a fixed price built around your filing needs, and you approve it before any work begins.
Examples of Matters We Handle
Prior Accountant Stopped Responding
SituationThe filing status, missing returns, and state-account access were unclear.
Work performedWe reviewed the filing history, identified what remained unresolved, and created a step-by-step plan to move the matter forward.
Foreign Accounts and a Non-U.S. Spouse
SituationThe taxpayer needed to determine the U.S. return, disclosure, account-reporting, and filing-status requirements.
Work performedWe identified the issues that needed to be addressed before preparation began.
Two Related Businesses With Incomplete Records
SituationThe available records included intercompany transfers and unclear expense allocations.
Work performedWe reconstructed the available activity, clarified the treatment of transactions, and prepared the business and owner returns.
These examples illustrate the types of matters handled. Every engagement depends on its own facts, records, and filing requirements.
Frequently Asked Questions
How does your flat-fee pricing work?
We assess your tax structure, number of entities, and filing requirements to provide a fixed proposal upfront. This covers your filing and reasonable support throughout the year, meaning no billing for 10-minute phone calls.
Will I work directly with Jason?
Yes. Unlike large traditional firms where partner meetings end after signing and your account is handed off to junior staff, your strategic consulting and filing are handled directly by Jason.
Do you serve clients outside of Florida?
Yes. We work with clients throughout South Florida and remotely across the country. From your first consultation to filing, everything is handled securely online, so your location is never a barrier.
Let's Get Your Taxes Off Your Plate
An introductory call is the easiest way to see whether this is the right fit. No pressure, no obligation. We confirm fit, scope, and the appropriate next step.