Tax preparation for Miami individuals and businesses.
A Florida-licensed CPA prepares your 1040 and entity returns — together, under one quarterly fee. S-corps, LLCs, rental schedules, multi-state, and international income all handled. Cassandra de la Fe signs every return.
What's included
One fee. Both returns. All schedules.
Miami clients with an S-corp or LLC get the entity return and the personal 1040 in one engagement — not two separate invoices.
Federal 1040 with all schedules
We prepare your federal individual return including Schedule C (sole prop), Schedule D (capital gains), Schedule E (rentals, S-corp K-1), and Schedule SE. Miami residents with foreign income also receive Schedules B and foreign tax credit worksheets.
Entity returns — 1120-S, 1065, 1041
S-corp (Form 1120-S), partnership (Form 1065), and trust (Form 1041) returns are prepared in the same engagement as the personal 1040. One fee, not two invoices. Most Miami single-owner S-corps are filed within two weeks of complete documents.
Multi-state returns
Miami professionals who earn income across state lines need nonresident returns for each state where they worked. We prepare nonresident returns (up to the limit of your tier) and coordinate credit-for-taxes-paid calculations to prevent double taxation.
Niche schedules and add-on filings
Depreciation schedules (Form 4562), FBAR coordination, ITIN applications, Kwong protective claims (Form 843), and Trump Account elections (Form 4547) are add-ons priced on the /pricing page. Every Miami return includes a structured intake that flags which of these apply.
Why a Miami-based virtual CPA matters
The Florida tax landscape is simple. The federal picture is not.
Florida imposes no personal income tax. For Miami residents, wages, S-corp distributions, and capital gains are subject only to federal tax. Pass-through entities — LLCs, S-corps, partnerships — are generally exempt from Florida corporate income tax (C-corps pay 5.5%). That simplicity is real, but it does not mean the federal return is simple.
Miami returns tend to be dense. A Brickell financial professional may hold a single-member LLC, own a condo with a Schedule E rental, hold foreign accounts requiring FBAR, and receive K-1s from a fund. A Doral import business may file Form 5471 for a related foreign entity and claim foreign tax credits. A Wynwood creative may have volatile 1099 income that requires quarterly estimated-tax recalculation throughout the year. A Miami-based CPA who sees these profiles regularly asks the right questions at intake — before the return is opened, not after.
The Florida homestead exemption (up to $50,000 off assessed value under Article VII of the Florida Constitution) does not appear on your federal return, but the property tax you pay affects your Schedule A itemized deductions. Miami real estate transactions trigger documentary stamp tax ($.70 per $100 of consideration) and intangible personal property tax on mortgage notes — neither of which appear on the federal return but which affect basis calculations we track for you.
How we work
Intake to acceptance — four steps.
01
Structured intake
You complete a short intake questionnaire through the secure portal. We use your answers to identify income sources, entity structure, filing obligations, and any niche schedules before we open the return.
02
Document request
We send a document checklist tailored to your situation — not a generic list. W-2s, 1099s, K-1s, brokerage statements, depreciation schedules, and foreign account disclosures all flow through the encrypted portal.
03
Preparation and review
A Florida-licensed CPA prepares the draft return. We review for consistency across the entity return and the 1040, catch missed deductions, and confirm that estimated-tax payments for the coming year are set correctly.
04
E-sign and file
The draft goes to you for review. Questions are answered by the CPA, not a preparer. You e-sign Form 8879 and we file under our EFIN. Cassandra de la Fe signs every return. You receive the IRS acceptance confirmation the same day.
Pricing
Transparent quarterly fees. No surprises.
Tax preparation for Miami individuals starts at Essential ($199/quarter). Miami clients with an S-corp or LLC entity return, rental properties, or multi-state income typically start at Growth ($449/quarter). Professional ($899/quarter) adds monthly planning calls and priority response. All tiers are billed quarterly via Stripe on an annual contract. The full tier comparison is at /pricing.
Your CPA
Cassandra de la Fe — Florida CPA, EFIN-authorized.
Cassandra de la Fe holds a Florida CPA license issued by the Department of Business & Professional Regulation. She is EFIN-authorized, meaning she files returns under her own IRS Electronic Filing Identification Number — not under a larger firm. She is bilingual in English and Spanish, and serves Miami clients across all service and industry specializations. Read her full profile →
- Florida-Licensed CPA (DBPR)
- EFIN-Authorized (IRS)
- Bilingual — English & Spanish
Related services and neighborhoods
More from Precision Tax Partners in Miami.
Questions
Miami tax preparation — frequently asked
Ready to file with a Miami CPA?
A Florida-licensed CPA prepares your return and signs it. Pricing is on the page. Cassandra returns messages inside two business days.