Travieso Advisory CPA Corp

About Travieso Advisory CPA Corp

Based in Brickell, Miami, this CPA corporation serves owner-managed businesses and individuals, and says it draws on more than forty years of combined experience. Its approach centres on proactive tax planning and interpreting financial statements for owners, with a client mix spanning restaurants, medical offices, law practices, real estate investors and entertainers. A dedicated section covers expatriates and foreign nationals: non-resident aliens working or investing in the United States, owners of foreign corporations, and Americans resident overseas, including FATCA, FBAR and FIRPTA matters. The firm also supports new entrepreneurs with business planning and an online incorporation service available in all fifty states. The site is in English only and does not publish fee schedules, although payroll and general services are described as billed on fixed, upfront fees. A separate tax-resolution line handles IRS collection and audit disputes.

Services

Start-up support includes a business plan, comparison of entity structures, state and local permit applications, an EIN and payroll set-up, with an online kit that supplies corporate or LLC records and an EIN filing. Ongoing work covers bookkeeping, payables and receivables, reconciliations, financial statements, sales tax returns and outsourced payroll with W-2 and 1099 reporting. Tax services range from individual and business returns in all states to planning and IRS representation. Cross-border work includes ITIN applications, FIRPTA withholding relief, foreign trust and gift reporting, FBAR and FATCA filings.

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