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Sunshine State Tax & Accounting Services, LLC provides a wide range of services to individuals and businesses in a variety of industries. At Sunshine State Tax & Accounting Services, LLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Sunshine State Tax & Accounting Services, LLC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

Tax and Wealth Management Services

At Sunshine State Tax & Accounting Services, LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

International Taxation

Our extensive experience and advanced education in developing tax strategies and preparing tax returns for international individuals and entities makes us the natural choice to help YOU with your tax needs.

Our expertise in determining residency status, interpreting tax treaties, and understanding the tax law as it relates to internationals, and our in-depth knowledge of immigration statuses and their tax ramifications makes us uniquely qualified to help foreign individuals and entities present in the US meet their federal and state filing requirements, which are very different from the filing requirements for US citizens and entities.

We also have extensive experience in helping US citizens and residents abroad with their US tax planning and filing. In fact, many of our clients are US persons in diverse professions that work abroad.

Finally, we keep on top of other significant issues that affect those with foreign interests, such as the Form FinCEN 114 (foreign financial accounts) reporting requirements. The impact of failing to comply with these requirements can be devastating, but we are uniquely equipped to advise you about your reporting obligations.

If you think you may have filed incorrectly in prior years, or if you think you may have overlooked a filing or reporting requirement, don't hesitate to contact us. A large part of our business involves reworking prior filings simply because of the vastly different rules that impact internationals.


Financial and Retirement Planning

Sunshine State Tax && Accounting Services, LLC's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation; investment performance monitoring; college education funding; retirement plans; insurance; and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Sunshine State Tax & Accounting Services, LLC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Litigation Support and Forensic Accounting

Sunshine State Tax & Accounting Services, LLC's litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Sunshine State Tax & Accounting Services, LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Sunshine State Tax & Accounting Services, LLC can advise you on choosing an entity type and later restructuring, if advantageous. With our knowledge and expertise, you can be confident you are operating the most advantageous entity type for the functions your business performs.

Payroll Services for Small Firms

Sunshine State Tax & Accounting Services, LLC's small-firm, payroll services are an integral part of, and designed to dovetail with our small-business support systems, and offers a flexible solution to payroll processing.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Sunshine State Tax & Accounting Services, LLC can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Sunshine State Tax & Accounting Services, LLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Sunshine State Tax & Accounting Services, LLC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Business Valuation

The range of needs for valuing businesses continues to widen, and Sunshine State Tax & Accounting Services, LLC can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expertise can help you evaluate entities in which you have an interest, and guide you towards making business decisions with which you feel confident.

Debt and Finance Advising

Whether your needs are corporate or personal, Sunshine State Tax & Accounting Services, LLC's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Sunshine State Tax & Accounting Services, LLC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

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