Strategic Tax & Accounting for Business Owners & International Filers
Work directly with a licensed CPA who specializes in complex, multi-state, and international tax. Flat-fee pricing, clear answers, and fast responses, with no hourly billing and no surprise invoices.
Free 20-minute consultation. Transparent flat-fee pricing. No obligation.
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.”
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.
Schedule a Free 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. You get a CPA on call for planning and questions all year, with no meter running.
Know Your Exact 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.
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
One conversation is all it takes to see what working with a dedicated, flat-fee CPA feels like. No pressure, no obligation, just clear answers about your situation.