Frequently Asked Questions

We work with small business owners, self-employed professionals, high earners with complex returns, multi-state filers, and U.S. taxpayers with international tax obligations.

Situations we handle every day include:

• Small businesses: LLCs, S-Corps, partnerships, and sole proprietors
• Real estate investors: Schedule E, depreciation, 1031 exchanges, and cost segregation
• Freelancers and contractors: Schedule C, self-employment tax, and deductions
• International filers and expats: foreign income, FBAR and FATCA, and nonresident returns

See everything we do on our services page, or schedule a free consultation to talk through your situation.

Yes. Jason Brett is a licensed Florida CPA based in Pembroke Pines, and we serve clients across the United States remotely.

Everything is handled with secure file sharing, e-signatures, and virtual meetings, so you can work with us from anywhere in the country. Learn more about Jason.

Getting started takes one step: book a free consultation. It is a short, no-pressure conversation about your tax situation.

During the call we:

• Ask a few key questions to understand your return or project
• Identify what is involved and flag anything that needs attention
• Confirm your exact flat fee before any work begins

You leave knowing the scope and the price, with no obligation. Want to see pricing first? View our fees.

You pay one flat fee based on the complexity of your return, not the hours we spend on it. No hourly billing and no surprise invoices.

We confirm your exact fee before any work begins. Because every situation is unique, your fee reflects the specific factors we uncover during your consultation, and we lock it in up front so you always know your cost. See our fees.

Your fee depends on the complexity of your situation, not a clock. We price by the forms and work involved. As a general guide:

• Individuals: personal (1040) returns, multi-state filings, and international add-ons, priced by complexity
• Small business: S-Corp (1120S), partnership (1065), and C-Corp (1120) returns
• International: FBAR, FATCA, and Forms 5471, 8938, 2555, and 3520, priced per form
• Crypto: published starting ranges based on exchanges, trade volume, and complexity

You get your exact flat fee at your consultation. View our fees or book a free quote.

No. Every engagement is flat-fee and confirmed in advance.

If something changes the scope of your return, we tell you and re-confirm the fee before continuing. There are no hourly timers and no surprise bills. Schedule a consultation.

Yes. We prepare:

• Form 1120S for S-Corporations
• Form 1065 for partnerships and multi-member LLCs
• Form 1120 for C-Corporations
• Schedule C for single-member LLCs and sole proprietors

Flat-fee packages include digital delivery and secure e-signatures, with optional bookkeeping and advisory add-ons. Missed an S-Corp election deadline? We can file a late election using IRS relief procedures when you qualify. See business services.

Yes. We help you choose the right entity and set it up correctly, including:

• Entity selection (LLC vs. S-Corp vs. C-Corp) and tax strategy
• EIN registration and S-Corp elections
• Florida business setup and new business formation
• Year-round tax planning and cash flow guidance

Explore advisory services or book a consultation.

Yes. S-Corp owners can often lower self-employment tax through reasonable compensation planning and entity optimization.

We review your numbers, set a defensible salary strategy, and plan distributions as part of our advisory work, so the structure actually saves you money rather than creating risk. Learn about S-Corp optimization.

Yes. We prepare individual (Form 1040) returns, from straightforward filings to complex, high-earner situations involving investments, rental property, and multiple income sources.

Pricing is flat and based on complexity. View individual pricing.

Yes. If you moved during the year, work in more than one state, or earn income across state lines, we prepare multi-state and part-year returns and handle state nonresident withholding.

This is one of the most common issues we solve for remote workers and relocating professionals. See multi-state services.

Yes. International tax is one of our core specialties, for both individuals and businesses.

We handle foreign income, foreign accounts, foreign entities, and nonresident filings, and we get clients caught up when they have fallen behind. See international services or schedule a consultation.

We regularly prepare:

• FBAR (FinCEN 114) for foreign accounts over $10,000
• Form 8938 (FATCA) for specified foreign assets
• Form 5471 for U.S. owners of foreign corporations (all categories 1 through 5)
• Form 8992 and GILTI calculations
• Form 3520 for foreign gifts and trusts
• Form 2555 (foreign earned income exclusion) and Form 1116 (foreign tax credit)
• Forms 1040 and 1040NR for residents and nonresidents

Talk to us about your filings.

Yes. We work with U.S. citizens abroad, dual citizens, green card holders, and nonresidents with U.S. income, all remotely.

We coordinate the foreign earned income exclusion, foreign tax credits, and treaty positions so you are not taxed twice on the same income. Book a consultation.

Yes, and you are not alone. Late and missed international filings are common, and they are fixable.

We help clients file late FBARs and Forms 5471 and 8938, and we pursue penalty-reduction strategies and IRS relief procedures where you qualify. The sooner you act, the more options you have. Schedule a consultation.

Yes. Send us the notice and we will tell you what it actually means and how to respond.

We handle IRS letters, notices, and audit representation, including reasonable cause letters to reduce or remove penalties. See IRS representation services.

Yes. We regularly help clients file multiple years of unfiled returns to get back into compliance and minimize penalties.

We reconstruct prior years, file them correctly, and set up a clear path forward. Learn about back-tax cleanup.

Yes. We provide audit representation and tax resolution, including:

• IRS audit representation
• Payment plans and installment agreements
• Penalty abatement and reasonable cause requests
• Tax resolution and IRS debt settlement options

Schedule a consultation.

Yes. We provide ongoing bookkeeping for single-member and multi-member LLCs, plus advisory to help you manage cash flow and plan ahead for tax season.

Clean books make tax time faster and your numbers more useful all year. See bookkeeping services.

Yes. QuickBooks cleanup is one of our most requested services.

We reconcile accounts, fix miscategorized transactions, and get your books accurate and current, so they are ready for tax filing and real decision-making. Book a consultation.

Yes, crypto tax is a dedicated specialty. We handle:

• Capital gains and losses on Form 8949 and Schedule D
• Reconciliation with exchange and wallet records
• Staking, mining, airdrops, and NFTs
• DeFi activity and foreign exchange reporting (FBAR and FATCA where required)

See our crypto tax CPA page and crypto pricing.

Yes. We report trading activity, reconcile broker statements, apply the wash sale rules correctly, and determine whether you qualify for trader tax status.

Schedule a consultation.

Everything is built to be done remotely and securely.

You share documents through secure file sharing, sign electronically with e-signatures, and meet with us by video or phone. Most clients complete their entire engagement without setting foot in an office. Book a consultation.

Yes. We exchange sensitive documents through secure file sharing and e-signatures rather than email attachments, so your information is protected as it moves between us.

If you have specific security questions, just ask during your consultation and we will walk you through our process.