Ivy Accounting, Tax & Advisors

About Ivy Accounting, Tax & Advisors

Based in the Brickell district of Miami, this accounting and tax office presents itself as staffed by Chinese-speaking accountants and runs a full Chinese-language services page next to its English site. Alongside conventional small-business bookkeeping, payroll, QuickBooks support and part-time CFO work, the Chinese listing highlights matters that matter to internationally connected clients: tax advice on money sent abroad, cross-border and multi-state business tax analysis, 1031 exchange planning for property investors, disclosure of overseas accounts and tax planning linked to immigration. It also says it can form partnerships and limited companies in all fifty states. The firm's size, founding date and principals are not stated on the pages provided, and no fees are published. A free initial consultation is offered by telephone or appointment.

Services

Business services listed in Chinese include company formation in any US state, bookkeeping and financial statements, payroll and sales tax filings, cross-border and multi-state tax analysis, real estate investment and 1031 planning, and non-profit or charity organisation tax work. In English the firm adds audit, review and compilation engagements, business valuation, cost segregation studies, small-business consulting for start-ups, outsourced payroll and QuickBooks advisory. Individuals receive federal and state returns, planning, IRS audit representation, back-tax clean-up, overseas account disclosure, trust and estate planning, and gift and estate tax filings.

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