HEVIA & HEVIA CPA FIRM · SOUTH FLORIDA
Individual tax preparation
Your return. Your family. The whole picture.
Personal tax preparation deserves an understanding of the person behind the paperwork. We help individuals and families bring their income information together, address filing questions, and coordinate business and investment activity within an agreed tax-preparation engagement.
Discuss your tax needs ↗Serving Miami, Brickell, Coral Gables, and clients across South Florida and internationally.
WHO WE HELP
For individuals, families, and business owners
Our clients include business owners, physicians, attorneys, real estate professionals, investors, and rental property owners. We consider the connection between your personal return and your business interests, property activity, and other income. Domestic and foreign clients with cross-border matters can also discuss our international tax service.
A CLEAR ENGAGEMENT
What your support can include.
We define the services, responsibilities, deliverables, and fees before work begins. Your engagement agreement determines what is included.
Individual income tax returns
Preparation of agreed federal and applicable state individual income tax returns based on your circumstances and supporting information.
Business and investment information
Review of relevant owner schedules, investment statements, and rental activity records as part of the preparation scope.
Family and business coordination
Coordination of business-owner information and related family tax preparation where those engagements are in place.
Return review and next steps
Follow-up on open questions, review and authorization before filing, and identification of matters that may warrant separate planning.
HOW WE WORK TOGETHER
A practical path forward.
- 01
Discuss your circumstances
Review prior filings, income sources, family changes, and deadlines.
- 02
Collect the right records
Provide a document list based on your return and related activities.
- 03
Prepare and review
Address missing information and review the return before authorization.
- 04
Coordinate filing
Complete the agreed filing process and discuss separately scoped next steps.
GETTING STARTED
Bring the picture
into focus.
You do not need every answer before contacting us. Tell us what you need help with and which records are available. We will identify the information needed for the proposed work.
Helpful information to have ready
- Recent individual returns and any tax notices
- Income and investment statements for the relevant year
- Business-owner schedules and rental property records, where applicable
- Details of significant changes in your family, residence, business, or investments
Arrange document sharing directly with the firm. Do not send confidential tax records through the introductory website form.
COMMON QUESTIONS
Clear answers before
the first conversation.
Can you coordinate my return with my business return?
Yes. When we are engaged for both, we coordinate the information and questions connecting the business with the owner’s individual return. Separate entities and individuals may require separate engagements.
Do you prepare returns for rental property owners?
Yes. We work with rental property owners and real estate investors. We review your property records and circumstances to define the individual return work and identify any related business or international tax services that may be needed.
Do you coordinate with family attorneys or family offices?
Yes. With your authorization, we coordinate with your family’s attorneys, family office, and other professional advisors to help keep tax information and planning discussions aligned. This can include sharing relevant records, clarifying reporting responsibilities, and discussing tax considerations connected with business ownership, investments, and family financial decisions. We agree on each advisor’s role and the scope of our work in advance, while respecting client confidentiality and appropriate information-sharing permissions.
Can you work with more than one generation of a family?
Yes. We work with individuals and families across generations. Each client’s authorization, confidentiality, and engagement scope remain important, even when relatives’ financial matters are connected.
What happens if I do not have all my documents?
Tell us what is missing and any deadlines you know about. We identify outstanding information and discuss the appropriate next steps. We do not treat incomplete records as complete or promise a filing date before the required information is available.
Is year-round tax planning included?
Individual return preparation primarily addresses filing for a tax year. Detailed projections, analysis of a future transaction, and ongoing planning or advisory support are separately agreed unless expressly included.
How do I share sensitive tax documents?
Contact the firm to arrange an appropriate document-transfer method. Do not place Social Security numbers, account details, or tax documents in the website’s introductory contact form. That form remains a demonstration while the website is being finalized.
YOUR NEXT CHAPTER
Let’s put a plan
behind your progress.
Tell us where your business is today—and where you want it to go.
Start a conversation ↗