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Products & Services

At South Beach Tax & Financial Services, we provide assistance in the following areas:

Tax Preparation and Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns
  • IRS Letters

Investments

  • Bonds
  • Common Stock
  • Coverdell Education Savings Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Mutual Funds

Financial Planning

  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Planning Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Retirement Planning
  • Senior Care
  • Education Funding
  • Income Replacement 

Accounting and Bookkeeping Services

  • Monthly Income Statement & Balance Sheet Compilation
  • Small Business Accounting Services

Incorporating Services

  • All States
  • S-Corp Election
  • Corporate Record Books and Seal 
  • Issue Stock Certificates