Home Tax Preparation Bookkeeping About Get Started
Miami CPA · Tax Preparation

Miami Tax Preparation for Individuals & Small Businesses

Most preparers file your return. We review your full picture to find deductions and planning moves you are leaving on the table. CPA-prepared 1040, 1120-S, 1065, and Schedule C returns. Flat-fee pricing, no surprises.

Start With Our Intake Form (305) 306-8481

Biscayne Bay Advisory serves individuals and small businesses across Miami-Dade County, including Brickell, Downtown Miami, Coral Gables, Coconut Grove, Key Biscayne, Aventura, Doral, Miami Beach, and Pinecrest. Remote clients throughout Florida and nationwide are welcomed through our secure document portal.

CPA
Licensed & Certified
LL.M.
Advanced Tax Degree
Flat Fee
No Hourly Billing
Secure
Encrypted Portal
Tax Services

What We Prepare

Individual Tax Returns
From $300
W-2 employees, freelancers, investors, and retirees. We look beyond the standard return to identify every deduction and credit you qualify for.
Includes
Federal and state return preparation and e-filing
Secure document portal (upload from your phone)
CPA review of every return
Tax planning assessment (27-point questionnaire)
Electronic filing with direct deposit
Small Business Tax Returns
From $800
S-Corps, LLCs, partnerships, and sole proprietors. We help you structure compensation, maximize deductions, and keep more of what you earn.
Includes
1120-S, 1065, or Schedule C preparation
K-1 generation and delivery
QBI deduction optimization (Section 199A)
Depreciation and Section 179 analysis
QuickBooks integration (trial balance import)
Tax Planning
Included with every return
Every client gets our 27-question planning assessment at no extra charge. We identify strategies most preparers miss: S-Corp elections, retirement plan optimization, entity restructuring.
Common Savings Areas
S-Corp election (save $5K-$20K+ in self-employment tax)
Retirement plan optimization (SEP, Solo 401k, defined benefit)
QBI deduction maximization (now 23% for 2026)
Vehicle and equipment deductions (Section 179, bonus depreciation)
Real estate professional status and cost segregation
Multi-State Returns
From $150 per additional state
Remote workers, multi-state businesses, and clients with income in multiple jurisdictions. We handle the complexity of state nexus and allocation.
Includes
State income tax return preparation
Nexus analysis for remote workers
Pass-through entity tax (PTET) election review
SALT cap optimization
State credit coordination
Why Clients Choose Us

Not Your Average Tax Preparer

CPA-Reviewed, Every Return
A licensed CPA with an advanced tax degree reviews every return before it goes out. No junior staff, no assembly lines.
Planning Built In
Every client goes through our planning questionnaire. We proactively flag strategies that reduce your tax bill next year, not just this one.
Flat-Fee Pricing
You know exactly what your return costs before we start. No hourly billing, no surprise charges, no scope creep.
Upload From Your Phone
Our secure document portal lets you upload tax documents from any device. Snap a photo of your W-2, upload, done.
International Expertise
Have a foreign bank account? Own property overseas? We catch international reporting requirements that other preparers miss entirely.
Year-Round Support
Questions about estimated payments, life changes, or business decisions? We are available between tax seasons, not just during April.
Foreign Accounts or International Connections?
Many clients discover they have international reporting obligations they never knew about. If you have foreign bank accounts, investments, or business interests abroad, our cross-border diagnostic identifies every requirement and keeps you compliant. Included at no extra charge for tax preparation clients.
Learn about our cross-border expertise
How It Works

Four Steps to a Filed Return

1
Complete Intake
Fill out our quick intake form online. Takes about 5 minutes from your phone.
2
Upload Documents
Upload your tax documents through our secure portal. Snap photos or drag and drop.
3
CPA Preparation
We prepare your return, run our planning assessment, and identify savings opportunities.
4
Review & File
You review, sign electronically, and we e-file. You receive a summary of key positions taken.

Already working with us on monthly bookkeeping? Tax preparation is seamless when your records are maintained throughout the year.

Explore Bookkeeping & Accounting →
Common Questions

Miami Tax Preparation FAQs

How much does tax preparation cost in Miami?
Individual Form 1040 returns start at $300. Small business returns (S-Corp 1120-S, partnership 1065, or Schedule C) start at $800. Multi-state returns are $150 per additional state. Every engagement is flat-fee and confirmed before work begins.
Do you prepare S-Corp and partnership returns?
Yes. We prepare Form 1120-S for S-Corporations, Form 1065 for partnerships and multi-member LLCs, and Schedule C for sole proprietors and single-member LLCs. Every return includes K-1 generation, QBI deduction (Section 199A) optimization, and Section 179 depreciation analysis.
Can I file an S-Corp election to reduce self-employment tax?
In many cases, yes. An S-Corp election can save $5,000 to $20,000 or more per year in self-employment tax for profitable sole proprietors and single-member LLCs. We review S-Corp suitability as part of our 27-point planning assessment included with every return, and we handle the Form 2553 election filing.
Do you handle multi-state tax returns for remote workers?
Yes. We prepare state returns for remote workers, multi-state businesses, and clients with income in multiple jurisdictions. Preparation includes nexus analysis, pass-through entity tax (PTET) election review, SALT cap optimization, and state credit coordination.
Can I upload my tax documents from my phone?
Yes. Our secure client portal accepts document uploads from any device. You can snap photos of W-2s, 1099s, and other documents directly from your phone, or drag and drop files from a computer.
What is the QBI deduction and how do I qualify?
The Qualified Business Income (QBI) deduction under Section 199A lets eligible self-employed individuals and pass-through business owners deduct a portion of their qualified business income. Qualification depends on income level, business type, W-2 wages paid, and qualified property held. We analyze QBI eligibility and optimization on every small business return.
Do you work with clients who have foreign bank accounts?
Yes. International reporting is a specialty of the firm. If you have foreign bank accounts, investments, or business interests abroad, we identify reporting requirements such as FBAR and FATCA that many preparers miss. Cross-border analysis is included at no extra charge for tax preparation clients.

Ready to File?

Start with our online intake form. It takes about 5 minutes and we will follow up within 1-2 business days to confirm your engagement.

Start With Intake Form (305) 306-8481