Accounting + Insurance, LLC

About Accounting + Insurance, LLC

Combining a bookkeeping and tax practice with an insurance agency, this Miami firm works from a University Park office and a second location in Hialeah. Its website says the business has been in the market for more than forty years, while its tax team cites over twenty years of accounting experience. Clients are individuals and small to mid-sized companies, including property owners and non-profits. Tax services reach resident and non-resident filers, foreign partners and ITIN applicants, and business returns are prepared for both domestic and foreign companies. Consulting advice is offered to people opening a business or planning a non-profit, with entity selection named among those topics. Payroll, HR administration, financial statement preparation and several audit types are also listed. A team of roughly eight named staff includes two owners, two CPAs for quality control and insurance managers. The site is in English, with no prices or language claims.

Services

Accounting work includes bookkeeping, QuickBooks consulting, reconciliations, payables and receivables, cash-flow forecasting, and monthly, quarterly and annual financial statements. Tax services cover personal returns for residents and non-residents, business returns, ITIN procurement and IRS support. Consulting advice covers opening a business, entity selection, non-profit planning, succession planning and investment guidance. Payroll processing, benefits administration, HR policy support and audits or reviews are available, alongside personal, commercial and health insurance.

• ✕ Company formation: not listed
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✓ Payroll: offered
• ✓ Audit: offered
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed