Local advisory help for South Florida businesses and families
From our office in North Miami Beach, we help entrepreneurs, small-business owners, and families across Miami-Dade and Broward counties with business formation, tax preparation, bookkeeping, and insurance—under one roof.
Business Services
Formation, EIN, bookkeeping, payroll, and advisory for South Florida startups and established businesses.
Learn moreTax Services
Individual and small-business tax preparation, planning, and IRS notice support for Florida filers.
Learn moreInsurance Services
Life, final expense, mortgage protection, and business coverage reviewed and matched to your needs.
Learn moreLocated in North Miami Beach
Our office is conveniently located on NE 164th Street in North Miami Beach, with easy access from I-95 and the Palmetto Expressway. We serve clients in person and virtually across South Florida.
1817 NE 164th St, North Miami Beach, FL 33162
By appointment · Mon–Fri 9:00am–6:00pm ET
305-359-4966 ext. 800
Call or text to schedule
Areas We Serve
We serve clients across Miami-Dade and Broward counties, including:
Don't see your area? Contact us—we work with clients virtually across Florida and beyond for many services.
Ready to work with a local team?
Schedule a consultation at our North Miami Beach office or virtually—whichever works for you.