Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way.

We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

Tax Planning & Preparation Services Done Right

We are here to help. We have the experience and attention to detail needed to help you navigate your tax needs. Click on any of our tax services to the right for more information.

Have you been audited by the IRS? Let us help you.

Our team of experts is equipped and eager to answer any questions you have. We welcome you to contact us below or give us a call and explain your specific situation.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

Let Us Help:

Is Your State Broke? Carlos Rosario Analyzes State Tax Revenue Sources

With national events continuing as they are, here at Cutler Bay Tax Services, we're finding ourselves locking into "go mode" ... again.It's unusual for us to be in this mode smack in the middle of June, but this year has not been ... usual.This is because the tax...

Carlos Rosario’s Insights on Good Debt Vs Bad Debt

Before I jump into outlining good debt vs bad debt for all those in Cutler Bay, FL trying to tackle their personal debt, let’s touch on some news from everyone’s not-so-favorite government agency. Late last week (Friday news dump?), ye olde Internal Revenue Service...

When Married Filing Separately Makes Sense for Cutler Bay, FL Couples

You likely were invited to one Cutler Bay, FL wedding or another this summer (or perhaps YOU were doing the inviting?) ... 'tis the season. If you were the one saying vows, many congrats! Weddings are the fun part. The part of that whole "two become one" reality...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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What our Clients are saying

Carlos met my wife and I same day, carefully reviewed our documents, explained the options, and then maximized our deductions. He even offered to review our doc.s via email or in-person. He is a responsive and skilled tax professional!

Maximized our deductions

Sean G.

Your Cutler Bay, FL Tax Friend’s Thoughts on Navigating a Banking Crisis

Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with meaning… and feelings. These days you might find yourself spinning out with something like panic, dread, fear, anxiety, and any variety of mental/emotional...

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