Tax Preparation in Miami, FL
J&E Advisory Group prepares personal and corporate tax returns for individuals and businesses throughout South Florida. Every return is prepared and signed by a licensed CPA — not seasonal staff — and reviewed for planning opportunities before it is filed.
Returns we prepare
We handle federal and multi-state filings for clients with straightforward W-2 income and for owners with several entities and investment activity.
- Individual returns (Form 1040), including Schedule C, Schedule E, and investment income
- S corporation returns (Form 1120-S) and shareholder K-1s
- C corporation returns (Form 1120)
- Partnership and multi-member LLC returns (Form 1065)
- Nonresident and expatriate filings, including Form 1040-NR and FBAR reporting
- Amended returns and prior-year filings
- Extensions and quarterly estimated tax calculations
Tax planning, not just filing
Filing a return reports what already happened. Planning changes the outcome. Before year-end we look at entity structure, reasonable compensation for S-corp owners, retirement plan contributions, depreciation and Section 179 elections, and the timing of income and expenses.
Clients on a bookkeeping plan get this review as part of the relationship, because we already have the numbers in front of us.
What the process looks like
You send documents through our secure portal or drop them at our Miami office. We prepare the return, send you a draft with a summary of anything unusual, walk through questions by phone or video, and e-file once you approve. You receive a complete copy for your records and for lenders.
Bilingual service in Miami
We work with clients in English and Spanish. Tax terminology is difficult enough in your first language — you will get explanations in the one you prefer, in plain terms.
Frequently asked questions
Related services
IRS Tax Resolution in Miami, FL
An IRS notice does not have to become a crisis. As a licensed CPA firm, J&E Advisory Group can represent you directly before the IRS and the Florida Department of Revenue — we deal with the agency so you can get back to running your business.
Bookkeeping Services in Miami, FL
J&E Advisory Group keeps the books for small businesses across Miami-Dade and Broward. We handle the day-to-day recording, reconciling, and reporting so you always know where your business stands — and so tax season is never a scramble.
Small Business Accounting in Miami, FL
Most South Florida owners do not need a full accounting department — they need one firm that keeps the books accurate, files the returns on time, and answers the questions that come up in between. That is what J&E Advisory Group provides.
Ready to Elevate Your Tax Strategy?
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