Accounting Services

Personalized Tax Planning and Preparation for Every Need

Our accounting team provides a full spectrum of tax preparation and planning services tailored to individuals, businesses, trusts, estates, and nonprofits. We ensure compliance while identifying all available deductions and credits to minimize your tax liability. Whether you're filing a simple return or managing complex international or business-related filings, we’ve got you covered.

We specialize in foreign national filings, including FIRPTA, as well as strategic pre-immigration tax planning. We also assist with obtaining ITIN numbers, ensuring non-resident clients can stay compliant with U.S. tax laws.

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Our Accounting Services include

Individual and corporate tax returns
Trust and estate tax filings
FIRPTA and non-resident tax services
Pre-immigration tax planning
ITIN number application and support

Benefits:

Reduce tax burden through expert planning
Stay fully compliant with U.S. tax laws
Avoid costly errors and IRS issues
Secure the right filings whether you're a resident, business owner, or international investor

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Who's This Perfect For

BUSINESS OWNERS

large business

SELF employed

small business

accountants

Individuals

medium BUSINESSES

ENTREPRENEURS

corporations

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MEET THE FOUNDER & CEO

Hey, I am Carlos

Executive Consultant | Financial Strategist | Corporate Advisor

Carlos J. Martinez brings an exceptional depth of experience in the financial management and strategic advisory of small, mid-sized, and large-scale enterprises, both public and private. His distinguished career spans service within the U.S. Federal Government, including tenure at the Internal Revenue Service (IRS) and the U.S. Navy, alongside executive roles within Fortune 10 and globally recognized corporations.

Mr. Martinez has held positions in leading financial institutions and publicly traded companies such as American Express (AXP), Standard Chartered Bank (STAN.L), Regency Centers (REG), and

MasTec Inc. (MTZ). His financial reporting expertise includes comprehensive proficiency in GAAP, GAAS, and IFRS, with hands-on leadership through complex mergers and acquisitions, global consolidations, audit processes, and enterprise software implementations. He has successfully managed portfolios exceeding $3.2 billion in assets, overseeing multi-entity operations across 75 countries and navigating the intricacies of 45 different currencies. His audit experience includes working with entities such as the

Federal Reserve Bank Florida Department of Revenue

, and multiple internal and external auditing bodies.

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Meet the Team of Professionals

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