About Miami Tax & Tech | U.S. Tax Planning & Advisory
Learn how Miami Tax & Tech helps business owners, investors, and international clients with U.S. tax planning, real estate tax strategies, international structuring, and tax compliance.
Who this service is for
Four groups of obligations that require different preparation
Tax obligations are determined by more than the amount of income. Tax residency, business form, sources of income, ownership of foreign assets, related-party transactions, and the states in which filing obligations arise all matter. We therefore group standard cases by the nature of the obligations rather than offering one universal package for everyone.
U.S. resident individual tax compliance
Federal individual income tax return and state returns for employees, business owners, investors, and families. We account for income from securities, rentals, business activities, interests in partnerships and corporations, tax credits, carryforward items, and the interaction with returns of companies owned by the client.
U.S. business tax compliance
Federal and state returns for partnerships, corporations, and small companies with multiple owners. Particular attention is paid to reconciling profit, distributions, loans, capital, depreciation, and items that then flow through to the owners’ individual returns.
Nonresidents and foreign investors
A nonresident may have U.S. filing obligations because of employment, investments, real estate, business activity, or ownership of a U.S. company. We determine which forms are actually required, how withholding and tax treaty provisions apply, and what obligations may exist even when no tax is due.
International tax forms and required disclosures
Tax forms and disclosures related to foreign companies, partnerships, accounts, financial assets, trusts, gifts, and related-party transactions. Here, the cost of an error is often driven not by the amount of tax, but by separate penalties for failure to file or incomplete disclosure.
CLIENT PROBLEMS
A tax return is not just numbers transferred into forms
Even with a complete set of documents, the result depends on how income is classified, where it is treated as sourced, who owns it, what elections were made previously, and how one form aligns with another. Most costly errors arise not from arithmetic, but from applying the wrong tax regime or missing an obligation.
Incorrect income classification changes the tax result
The same amount can be taxed differently depending on its source, the nature of the activity, the owner’s participation, the holding period of the asset, and the applicable tax regime. Proper preparation starts with understanding the facts, not mechanically entering documents.
Related returns must tell the same story
Business profit, K-1s, distributions, owner loans, basis, depreciation, loss carryforwards, and state items move from one return to another. Inconsistencies create questions even when each form, viewed separately, appears formally complete.
International reporting may be required even when no tax is due
A foreign owner of a U.S. company may have no profit and still be required to disclose transactions with the company. A U.S. resident may have separate obligations because of a foreign account, company, partnership, trust, or gift. Some forms carry substantial standalone penalties for failure to file.
A missed deadline or form can cost more than the tax itself
An extension of time to file does not always extend the time to pay. Information forms may have separate deadlines and separate penalties. Managing the compliance calendar, filing extensions on time, and selecting the correct form are part of tax compliance, not administrative formalities.
WHY US?
A standardized service with professional depth where it really matters
Tax compliance should not be overloaded with advice the client does not need, but it should not become mechanical form filling either. We automate repetitive work and focus professional attention where the cost of an error is genuinely high: income classification, consistency across returns, international transactions, special tax positions, and their consequences in multiple countries.
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Two professional reviews instead of one
Preparation and review are separated between two professionals. This reduces the risk of technical errors, missed forms, and inconsistent figures while keeping the cost of a standard service reasonable.
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We understand not only tax returns, but tax strategies
Our team works with business owners, real estate, investments, and specialized tax-planning tools. A nonstandard transaction is therefore not treated as just another line on a tax return, but in light of its economic substance, the conditions for applying the selected strategy, and the related tax consequences.
This is particularly important for clients using more complex structures and solutions: a preparer accustomed only to standard returns may complete the form correctly from a technical standpoint but still fail to understand why the transaction was structured that way.
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An international team that understands both sides of the transaction
Our team includes professionals with experience in the United States, China, Canada, Mexico, Ukraine, and other countries. This allows us to assess not only how a transaction is reported for U.S. tax purposes, but also its potential consequences in another jurisdiction.
For an international client, this is especially important in an environment of automatic and other forms of tax-information exchange between countries. A solution that produces a good result in the United States can simultaneously create additional tax, a disclosure obligation, or an inconsistency in foreign reporting. We therefore look at a cross-border transaction as one whole, not only from the U.S. side.
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You know the cost of standard work in advance
For the most common returns, we publish starting prices and clear limits for standard work. Additional forms and services are agreed separately depending on the facts and the client’s needs.
“A standard return can be prepared from the documents. A complex one requires understanding the client’s business, the economic substance of the transactions, and the tax strategy behind the numbers. And when a transaction is international, its consequences on the other side of the border must also be understood. Our job is to make sure all of this comes together in one consistent and defensible tax position.”
Oleg Shmal
Founder & Managing Director · IRS Enrolled Agent, License No. 00163210-EA
SERVICE LEVELS
INDIVIDUALS — U.S. TAX RESIDENTS
Form 1040 and the most common schedules. Pricing depends primarily on the number of income sources, states, rental properties, business interests, and investment transactions. International reporting and special tax forms are priced separately.
BLACK
Complex Individual Tax Return
$1,300
for multiple business activities, rental properties, K-1s, or filing obligations in multiple states
Includes the full GOLD level with higher limits for business activities, rental properties, K-1s, states, and investment transactions, plus two meetings and preparation of a response to one standard notice.
- All GOLD services
- Up to five additional modules in total for business activity, rental property, and K-1s, but no more than two businesses, five rental properties, and four K-1s
- Up to three state returns
- Up to 500 securities transactions with structured data
- Two online meetings: after data review and on the completed return
- Higher processing priority than the Gold level
- Analysis and preparation of a response to one standard tax authority notice related to a return prepared by us
Gold
Expanded Individual Tax Return
$850
for a client with business income, rentals, K-1s, or more active investments
Includes the full SILVER level and allows additional income sources, a second state, and a higher volume of investment transactions.
- All SILVER services
- Up to three additional modules in total for business activity, rental property, and K-1s, but no more than one business, one rental property, and two K-1s
- Up to two state returns
- Up to 150 securities transactions with structured data
- Online meeting to review the completed return
- Higher processing priority than the Silver level
- Analysis of one standard tax authority notice related to a return prepared by us, with recommendations for next steps
Silver
Standard Individual Tax Return
$500
for a U.S. resident with no business activity, rental property, or K-1s
Professional preparation of a basic federal return with one state, an independent review, and a clear fixed price.
- Form 1040
- One state return
- Standard schedules for deductions, interest, and dividends
- W-2 and 1099 documents; standard tax credits
- One consolidated Form 1099-B and up to 50 securities transactions with ready tax basis
- Estimated tax calculation based on the return; electronic filing and extension if needed
- Secure TaxDome portal
- Independent review by a second professional
- Brief written or video summary of the completed return
SERVICE LEVELS
U.S. business
Forms 1065, 1120-S, and 1120 with completed bookkeeping. The packages are designed for companies with straightforward activities and a limited number of owners. Bookkeeping, payroll, and catch-up accounting are not included in the tax return fee.
BLACK
Complex Business Tax Return
$2,750
for a more complex business that still falls within standard return preparation
Includes the full GOLD level with higher quantitative limits and preparation of a response to one standard notice.
- All GOLD services
- Up to $3 million in revenue
- Up to six owners
- Up to three state returns
- Up to 50 depreciable assets
- Cash or accrual method
- Two online meetings: after data review and on the completed return
- Higher processing priority than the Gold level
- Analysis and preparation of a response to one standard tax authority notice related to a return prepared by us
Gold
Expanded Business Tax Return
$1,850
for a growing business with several owners or a filing obligation in an additional state
Includes the full SILVER level and increases the limits for revenue, owners, states, and depreciable assets.
- All SILVER services
- Up to $1 million in revenue
- Up to four owners
- Up to two state returns
- Up to 35 depreciable assets
- Cash method
- Online meeting to review the completed return
- Higher processing priority than the Silver level
- Analysis of one standard tax authority notice related to a return prepared by us, with recommendations for next steps
Silver
Basic Business Tax Return
$1,250
for a small company with straightforward activity and completed bookkeeping
Standard federal business return and one state within predefined limits for revenue, owners, and depreciable assets.
- One federal return on Form 1065, 1120-S, or 1120
- One state return
- Up to $500,000 in revenue
- Up to two owners and related K-1s
- Up to 20 depreciable assets
- Cash method
- Standard balance-sheet and tax-adjustment schedules when required
- Electronic filing and extension if needed
- Secure TaxDome portal
- Independent review by a second professional
- Brief written or video summary of the completed return
SERVICE LEVELS
U.S. nonresidents and foreign owners of U.S. LLCs
For a nonresident, the price is driven first by which U.S. filing obligations actually arise. Instead of artificial service tiers, we show three typical situations: reporting for a foreign owner of a U.S. LLC, the nonresident’s individual return, and the combination of both obligations. Other international situations are priced after a brief review of the facts.
INVESTOR + LLC
Nonresident with a U.S. LLC and Individual Tax Return
$1,500
for a foreign investor who has both U.S. LLC reporting obligations and a personal Form 1040-NR filing obligation
Integrated preparation of the foreign owner’s U.S. LLC reporting and the owner’s individual nonresident return. We coordinate company transactions, owner income, and applicable tax rules as one filing package so that the data and tax position are reflected consistently across all forms.
- All LLC COMPLIANCE services
- All 1040-NR: Nonresident Individual Tax Return services
- Up to 50 cash movements between the owner and company with clean bank data
- Standard reporting of a Section 871(d) election when applicable
- Reconciliation of Form 5472, pro forma Form 1120, and the individual Form 1040-NR
- Final online meeting covering the full filing package
LLC COMPLIANCE
Foreign Owner of a U.S. LLC
$900
for a foreign individual who is the sole owner of a U.S. company that is disregarded for federal tax purposes, with no personal obligation to file Form 1040-NR
Annual reporting for the foreign owner of a U.S. company when the company itself does not file a regular federal income tax return but must disclose transactions with its owner.
- One U.S. company with one foreign owner
- Pro forma Form 1120 and Form 5472
- Up to 20 cash movements between the owner and company with clean bank data
- Review of standard contributions, loans, and payments
- Review of whether additional federal and state forms are required
- Review of completeness of transactions reportable on Form 5472
- Filing extension if needed
- Secure TaxDome portal
- Independent review by a second professional
- Brief written or video summary
1040-NR
Nonresident Individual Tax Return
$750
for a nonresident with U.S.-source income who does not need to include U.S. company reporting
Preparation of a U.S. nonresident individual return with analysis of income sourcing, tax withheld, and applicable income tax treaty provisions.
- Form 1040-NR
- One state return, if required
- Up to two standard categories of U.S.-source income
- Review of tax withheld and applicability of income tax treaty provisions
- Estimated tax calculation, if applicable
- Electronic filing when available
- Filing extension if needed
- Secure TaxDome portal
- Independent review by a second professional
- Brief written or video summary
CASE EXAMPLES & TAX PLANNING NOTES
Two situations where good return preparation delivers more than form filling
Sometimes professional return preparation reveals a tax opportunity for the next year in time to act on it. Sometimes it uncovers an obligation that is easy to miss but carries a major penalty. These are the situations where the difference between document processing and professional tax support becomes especially clear.
We spotted a way to get a larger deduction from the same charitable giving
While preparing the return, we noticed that the client makes significant charitable contributions every year. In light of the new rules, we suggested changing the timing of the contributions and bunching some payments into one year so that a larger amount would actually generate a tax deduction.
The same charitable intent — a stronger tax result.
Sometimes the tax savings depend not on the amount spent, but on the year in which it is spent.
Tax was zero — we helped avoid a $25,000 penalty
The client formed a U.S. LLC, but the business had effectively not started operating: there were no sales and no profit. The only material transaction was the owner’s payment of formation and registration costs. Yet transactions like these between a foreign owner and the owner’s U.S. LLC may require Form 5472 to be filed with a pro forma Form 1120.
The filing deadline had already passed, creating potential exposure to a $25,000 penalty. We reconstructed the facts, determined the filing obligation, prepared the delinquent filing package, and developed the position for penalty relief. As a result, the client avoided a penalty many times larger than the company’s total expenses for the year.
A foreign-owned company can earn nothing and still face a $25,000 penalty for a missed tax form.
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Disclaimer
Published prices apply to the standard scope of work, stated quantitative limits, and timely provided data suitable for return preparation. Final scope is confirmed before service begins. Additional forms, states, international reporting, data reconstruction, rush work, tax controversies, and separate technical analysis are billed separately.
Tax obligations depend on the specific facts, tax status, business form, sources of income, ownership structure, state, international connections, and applicable law. The list of services and forms on this page is not exhaustive.