Brickell CPA Inc d/b/a Max Financial

Accounting firm in Miami, Florida, United States

About Brickell CPA Inc d/b/a Max Financial

Based in the Brickell financial district of Miami, this founder-led practice combines CPA work with investment-adviser and real estate brokerage credentials under a single relationship. Its stated client groups are entrepreneurs running businesses from roughly half a million to twenty million dollars in revenue, real estate investors, accredited investors and international clients. For foreign investors and cross-border owners active in the United States, the firm describes bilingual guidance on matters such as FIRPTA, ITIN applications and EB-5 related questions, and one case study covers a Latin American investor holding several U.S. property entities. Beyond tax, it offers outsourced CFO-style reporting, SBA loan packaging and investor-oriented entity planning. The practice says it accepts a limited number of clients and is not aimed at basic return preparation or the lowest fees. The site does not list other offices, staff numbers or prices, and the exact languages of the bilingual service are not named.

Services

Tax planning and compliance covers entity selection and restructuring, individual and business planning, international compliance such as FIRPTA and ITIN, multi-entity strategy and IRS representation. Finance support includes bookkeeping and accounting systems, management dashboards, cash-flow forecasting and on-demand CFO advisory. Capital services cover SBA 7(a) and 504 loan packaging, projections for lenders and acquisition financing. Investor work includes real estate structuring, cost segregation coordination, 1031 exchange planning, Series 65 advisory and due diligence for transactions.

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

Industries

  • Real estate
  • Construction
  • Healthcare practices
  • Entrepreneurs
  • Investors

Client focus

  • Entrepreneurs
  • Real estate investors
  • Accredited investors
  • Foreign investors and cross-border entrepreneurs in the U.S.

Licences and registrations

  • CPA
  • Series 65 investment adviser
  • Florida real estate broker

As declared by the firm. Check a licence with the regulator before you rely on it.

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