Advanced Tax Advisory Services
From Corporate Transparency Act compliance for Florida LLCs to crypto-tax reconciliations for Miami's digital asset investors, our firm handles the most complex tax situations with precision and authority.
Florida LLCs formed after January 1, 2024 must file Beneficial Ownership Information (BOI) reports with FinCEN under 31 U.S.C. Section 5336 (Corporate Transparency Act). Cryptocurrency transactions are taxable events under IRS Notice 2014-21 and Rev. Rul. 2023-14. David L. Wrubel, CPA, PA provides CTA compliance, crypto tax reconciliation, IRS audit representation, and international tax advisory from Miami Beach, FL (License AD0020086).
Complex Tax Situations Require Specialized Expertise
Corporate Transparency Act (CTA) Compliance
The Corporate Transparency Act requires most U.S. entities to file Beneficial Ownership Information (BOI) reports with FinCEN. Florida LLCs used as real estate holding companies are among the most commonly affected. Our firm provides initial BOI filings, ownership change updates, and ongoing compliance monitoring. Penalties for non-compliance reach $500 per day.
Crypto-Tax Reconciliations
Miami has emerged as one of the most important cryptocurrency and blockchain finance hubs in the United States. Our firm provides comprehensive digital asset tax services for investors, traders, and entrepreneurs in the crypto economy. We work with all major exchanges and self-custody wallets.
Florida LLC & Entity Formation
Strategic entity selection and formation for Miami Beach business owners and real estate investors. Our firm analyzes the optimal structure for your specific situation, considering tax efficiency, liability protection, and the new CTA compliance requirements.
International Tax & Expat Services
Comprehensive U.S. tax compliance for non-resident aliens, expatriates, and international businesses with U.S. connections. Our firm serves clients from over 30 countries with expertise in treaty analysis, foreign income reporting, and cross-border planning.
Multi-State Tax Planning
South Florida's position as a destination for business and individual relocations from high-tax states makes multi-state tax planning a core competency of our firm. We handle the full spectrum of state tax issues for clients with connections to multiple jurisdictions.
IRS & State Audit Representation
When the IRS or a state tax authority comes calling, you need an experienced CPA in your corner. David Wrubel, CPA has represented clients before the IRS and state tax authorities in examinations, appeals, and collection matters for over two decades.
Deep Sector Knowledge Across South Florida Industries
Healthcare & Medical
Dentists, physicians, veterinarians, clinics. AHCA Proof of Financial Ability applications.
Professional Services
Architects, engineers, IT firms, insurance, consulting, and personal service providers.
Hospitality
Hotels, resorts, restaurants, and food & beverage operations throughout South Florida.
Non-Profit Organizations
Charitable organizations, religious institutions, performing arts, and educational entities.
Legal Accounting
Attorneys, trust accounts, family law, forensic accounting, and litigation support.
Construction & Real Estate
General contractors, home builders, subcontractors, and real estate developers.
Key Statutes Governing Advanced Tax Compliance
Requires most U.S. LLCs and corporations to file Beneficial Ownership Information (BOI) reports with FinCEN. Penalties for non-compliance reach $591 per day. David L. Wrubel, CPA, PA provides full CTA compliance services for Florida entities.
Virtual currency is property under federal tax law. Gains are subject to capital gains tax; staking rewards are ordinary income. Our firm provides crypto-tax reconciliation, DeFi income reporting, and IRS audit representation for Miami's tech-finance sector.
IRC Section 6662 imposes a 20% accuracy-related penalty on underpayments. Under IRC Section 7491, the burden of proof may shift to the IRS when the taxpayer cooperates and produces credible evidence. Our firm represents clients before the IRS at all examination levels.
IRC Section 1400Z-2 allows investors to defer and potentially reduce capital gains by investing in Qualified Opportunity Zone funds. Miami-Dade County contains multiple designated QOZ tracts. Our firm advises on QOZ eligibility, fund structuring, and compliance reporting.
U.S. citizens and resident aliens living abroad may exclude up to $126,500 (2024) of foreign earned income under IRC Section 911. Our firm provides expat tax compliance, FBAR preparation, and FATCA reporting for U.S. persons with international income.
IRC Section 482 authorizes the IRS to reallocate income between related entities to reflect arm's-length pricing. Our firm advises multinational clients on transfer pricing documentation, intercompany agreements, and compliance with OECD guidelines.
Complex Tax Situation? Let's Talk.
From CTA compliance to crypto-tax reconciliations, our firm has the expertise to handle your most complex tax challenges.