Real Estate

Individual Tax Preparation in Miami

Year-round, accurate individual tax preparation for Miami residents, professionals, and self-employed clients.

Individual tax preparation is more than filing a 1040. Levine CPA and Advisors helps Miami individuals and families file accurately, plan ahead, and capture the deductions and credits that match their situation: backed by 40+ years of South Florida experience.

What's Included in Individual Tax Preparation
Federal and Florida Tax Filings

 Form 1040, Schedules A/B/C/D/E and supporting forms prepared and e-filed.

Multi-State and Non-Resident Returns

Filings for clients who live, earn, or own property in multiple states.

Self-Employed and 1099 Income

Schedule C, SE tax, home office, mileage, and quarterly estimated payments.

Rental Property Income

Schedule E, depreciation, and short-term rental day-tracking.

Investment and Capital Gains

1099-B, K-1, crypto, and cost-basis reconciliation.

Foreign Income and FBAR Support

Form 8938, FBAR, and foreign tax credit handling.

Prior-Year and Amended Returns

 Catch-up filings and Form 1040-X amendments.

Why Levine CPA and Advisors for Individual Tax Preparation
Trusted since 1984
Over four decades preparing Miami individual returns.
Principal-level review
Senior CPAs review every return: not just junior preparers.
Year-round access
Quick questions answered between filings, not just in April.
Bilingual service
English and Spanish to fit Miami's client base.
1. Intake & Document Checklist:
We send a tailored checklist of W-2s, 1099s, K-1s, mortgage and rental records, and prior returns.
2. Preparation & Review:
Your return is prepared and reviewed by a senior CPA, with deduction and credit opportunities flagged.
3. Walkthrough & Approval:
We walk you through the numbers, answer questions, then e-file once you approve.
4. Year-Round Check-In:
We stay available mid-year for life events, estimated taxes, and planning questions.
Who We Help with Individual Tax Preparation
We work with Miami residents who range from straightforward W-2 filers to complex situations involving multiple income streams.
  • W-2 employees with side income or rental property
  • Self-employed professionals and consultants
  • High-net-worth individuals with investment income
  • Foreign nationals and dual-residency filers
  • Clients with multi-state or international tax exposure

What Our Clients Are Saying

Trusted by 500+ clients
5/5
google
Isaac Orzechowitz

I have been using this firm since 2005 as my accountants and advisors on complex businesses and tax matters. Jack has also successfully represented me at a complicated IRS matter. Professional, Extremely knowledgeable, straight forward, and personalized attention is what you can expect. I continue to recommend them highly.

google
Nathan Katz

Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

google
Nick Dubow

I have been a client since 2004. There are too many things to write in the little space allocated. The attention to detail and his knowledge of the tax law which changes often is comforting and one less thing to worry about. The best thing about my experience with Jack is his quick response to my email or call.

google
Jeff Marcus

Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.

google
Michael Pereira

I have to tell everyone. Dont go anywhere else. I have done the shopping for you!. Jack and the entire organization did such a amazing job and truly went above and beyond!. He is extremely insightful and such a professional. From the initial phone call to our meeting in person, the pricing and the entire process was phenomenal. We operate a private bank and need only the top of the line infrastructures. I was in a time crunch and very stressed and they quickly were able to do such an amazing job.

google
Yisroel Biberfeld

I am very happy with the work that Steven and his team produces. The service was quick, but completely thorough, and they were always available to answer any questions I had, and give guidance I needed in a very timely manner. I would definitely recommend them to anyone looking for tax services!
Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.
Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

Ready to move forward on individual tax preparation?

Call (305) 912-0085 or schedule a consultation with Levine CPA and Advisors.

Schedule a Consultation
FAQS

Frequently Asked Questions Answered

When should I send my documents to start tax prep?
plus
Do you handle foreign income, FBAR, or FATCA?
plus
Can you file in multiple states?
plus
How do I schedule individual tax preparation?
plus
How do I switch from my current CPA to Levine CPA and Advisors?
plus

Get Started with Individual Tax Preparation

Levine CPA and Advisors has supported South Florida individuals and businesses for more than 40 years. Call (305) 912-0085 or submit our contact form to schedule a consultation about individual tax preparation.

Map showing locations in Miami Design District and Edgewater, including Jack Levine PA CPAs, Taco Bell, Whole Foods Market, and Magdalena Coffee & Houseplants near Albert Pallot Park.
Thank you! Your submission has been received and a member from the team will be in contact once we have a chance to review.
Levine CPA & Advisors logo with stylized LCA letters inside a rectangular border.
Oops! Something went wrong while submitting the form.