Miami Tax & Tech

U.S. Tax Planning • Cost Segregation • International Structuring

Miami Tax & Tech LLC is a Miami-based tax advisory and technology-enabled services firm focused on U.S. tax planning, tax compliance, cost segregation, and international structuring for high-net-worth individuals, family business owners, real estate investors, and cross-border clients.

Our services are delivered by highly qualified tax professionals with Big Four, judicial and academic tax experience. We support clients in English, Russian, Spanish, and Chinese, with a particular focus on international investors and business owners connected with Eastern Europe, Latin America, China, and the Miami real estate market.

About us

Miami Tax & Tech was founded to serve clients who need sophisticated, practical, and business-oriented U.S. tax support.

We work with U.S. and international clients, including high-net-worth individuals, family business owners, real estate investors, and foreign investors entering or expanding in the U.S. market.

Our service focus includes U.S. tax planning, tax compliance, cost segregation, international structuring, and technology-enabled tax process improvement.

We combine senior tax expertise with secure digital workflows designed to make the client experience more efficient, transparent, and convenient.

What we do

We help business owners, real estate investors, high-net-worth individuals, and international clients manage U.S. tax obligations, structure investments, evaluate tax-efficient depreciation opportunities, and maintain effective compliance processes.

Our work is particularly focused on:

U.S. tax planning for individuals, business owners, family businesses, and cross-border clients;
Respective U.S. tax compliance;
Cost segregation support for real estate investors and any other clients who needs scallable real estate based tax planning solution;
International structuring for foreign investors, cross-border families, and U.S.-connected businesses;
Secure digital tax workflows for document collection, client communication, e-signature, task tracking, and delivery.

Services

Miami Tax & Tech provides tax advisory, compliance, and technology-enabled support through highly qualified experts serving clients in English, Ukrainian, Russian, Spanish, and Chinese.

U.S. Tax Planning

Strategic U.S. tax planning for high-net-worth individuals, family business owners, real estate investors, and cross-border clients.
We help clients evaluate tax consequences, plan ownership and investment structures, identify available tax benefits, and make informed business and investment decisions.

Tax Compliance

Preparation and support for U.S. tax compliance obligations for individuals, business owners, real estate investors, family businesses, and cross-border clients.
Our compliance services are designed to support accurate filings, organized documentation, secure client data exchange, practical review procedures, efficient and secure communication

Cost Segregation

Support for real estate investors and business owners evaluating cost segregation opportunities, depreciation planning, and related U.S. tax benefits.
This is also available for and any other clients with active income who needs a real estate based tax planning solution.
Currently, Miami Tax & Tech is developing a technology-enabled cost segregation service model designed to improve efficiency, documentation, and client-facing delivery.

International Structuring

U.S. and international tax structuring support for foreign investors, cross-border businesses, family business owners, and clients entering or expanding in the U.S. market.
The firm has a particular focus on investors and businesses connected with Eastern Europe, Latin America, and China, including clients interested in the Miami real estate market.

Tax Technology & Digital Client Experience

We use secure digital workflows to make tax advisory and compliance work more convenient, organized, and transparent for clients.
Our process may include secure document exchange, digital questionnaires, e-signature, task tracking, client communication tools, and electronic delivery of completed work product.

Leadership

Miami Tax & Tech is led by Oleg Shmal, EA, founder, 100% owner, and manager of the firm.

Oleg is a U.S. Enrolled Agent admitted to practice before the Internal Revenue Service. He has passed the New York Bar Exam, with admission pending completion of remaining requirements.

He is an ASCSP Associate Member #A029-26. American Society of Cost Segregation Professionals (ASCSP) is a professional organization committed to establishing the technical and ethical standards for the cost segregation industry through education, testing and certification. For more information, visit www.ascsp.org.

Oleg has more than 25 years of tax, Big Four, public-sector, and technology experience across the United States, Ukraine, Saudi Arabia, and Bahrain. His background includes building and leading a multi-million indirect tax practice for KPMG in Riyadh, managing major U.S. and multinational client relationships, and advising on tax structuring, compliance, controversy, and tax automation projects.

He holds an LL.M. in Taxation from the University of Florida Levin College of Law, with a concentration in U.S. Law. Oleg also holds law degrees from Yaroslav the Wise National Academy of Law, a Master in Public Administration from the National Academy of Public Administration under the President of Ukraine, and a Bachelor in Finance and Credit from Cherkasy State Technological University.

Contact us

General inquiries: info@miamitaxtech.com

Miami Tax & Tech LLC is a Miami-based firm providing U.S. tax planning, tax compliance, cost segregation, and international structuring services.

Information on this website is provided for general informational purposes only and does not constitute tax, legal, accounting, financial, or investment advice. No professional relationship is created unless agreed in a separate written engagement letter.

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