Real Estate

Retail and Wholesale CPA Services in Miami

Sales tax, inventory, and margin-focused CPA services for Miami retail and wholesale businesses.

Retail and wholesale in Miami sit on top of Florida sales tax (6% state plus a 1% Miami-Dade discretionary surtax) and resale certificate rules that expire every December 31. Add inventory tracking, seasonality, multi-location reporting, and Miami-Dade Business Tax Receipt requirements, and the accounting side of the business gets busy fast. Levine CPA and Advisors has served Miami retailers and wholesalers since 1984, building tax-compliant accounting that keeps sales tax and margin visible year-round.

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Our Experience
Our principals have supported Miami retailers and wholesalers since 1984, through the shift from paper receipts to POS to cloud accounting, and from local sales to multi-state e-commerce. That experience lets us handle the operational and tax realities together, not separately.
What Miami Retail and Wholesale Clients Need from a CPA
Florida Sales & Use Tax
 Monthly or quarterly DR-15 filings by the 20th.
Resale Certificate Management
 Annual verification and renewal tracking.
Miami-Dade Business Tax Receipt
Local BTR compliance.
Inventory & COGS Reporting
Monthly inventory and margin reporting.
Multi-Location Accounting
Consolidated reporting across store locations.
Point-of-Sale Integration
QuickBooks integration with common POS systems.
Cash Flow Forecasting & Inventory Turnover
13-week cash flow forecasts and stock-turn analysis.
Why Levine CPA and Advisors for Retail and Wholesale
Four decades supporting Miami storefronts and wholesalers

40+ years of Miami retail experience since 1984.

Deep in FL DR-15, DR-1, and Miami-Dade BTR mechanics

Sales tax registrations, filings, and audit defense are routine work.

Multi-location consolidation done in-house

Reporting across every location, not separate books that never tie.

Principal review on every filing

 You reach Jack Levine or Steven Levine when it matters.

Schedule a consultation with your Miami Retail and Wholesale CPA.

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

Schedule a Consultation
1. Sales-Tax & Nexus Discovery
Map sales tax exposure across Florida and any other states you sell into.
2. FL DR-1 & DR-15 Setup
Register accounts, load resale certificates, and set the monthly or quarterly filing cadence.
3. Inventory & POS Integration
Configure QuickBooks, POS, and inventory reporting workflows.
4. Monthly Close & Sales Tax Filing
Reconcile, prepare margin reports, and file DR-15 by the 20th.
5. Cash Flow & Turnover Reviews
Quarterly reviews on cash cycle, inventory turnover, and expansion planning.
Common Retail and Wholesale Client Situations We Handle
Retail store owners with one or more locations
Wholesale distributors serving Florida and multi-state buyers
Businesses facing Florida sales tax audit
Retailers evaluating expansion or franchising
Who We Work With in Retail and Wholesale
Levine CPA and Advisors supports a wide range of retail and wholesale clients across Miami and South Florida:
  • Multi-location retailers in Miami-Dade, Broward, and Palm Beach
  • Luxury boutiques in Bal Harbour, Miami Design District, and Coral Gables
  • Restaurants, cafes, and food retail across Miami Beach and Brickell
  • Wholesale distributors serving Florida and multi-state buyers
  • Fashion and apparel wholesalers importing through Miami
  • Jewelry retailers and wholesalers in the Miami Jewelry District
  • Convenience stores and neighborhood grocers
  • Furniture and home goods retailers in Aventura and Coral Gables
Tax Strategies We Frequently Help Miami Retail and Wholesale Clients Implement
  • Florida sales tax exemption planning (resale, wholesale, machinery)
  • Multi-state sales tax nexus mitigation
  • Section 179 and bonus depreciation on POS and store buildouts
  • Cost segregation on owner-occupied retail buildings
  • Inventory valuation method selection (FIFO, LIFO, weighted avg)
  • S-corp reasonable comp for owner-operators
  • Franchise fee capitalization vs deduction
  • Marketing and advertising cost timing
  • Retirement plan design for owners
  • Estate and succession planning for family retail
Common Tax Mistakes We Help Miami Retail and Wholesale Clients Avoid
  • Missing the annual December 31 resale certificate renewal deadline
  • Under-collecting Florida sales tax on shipping and installation
  • Overlooking Miami-Dade Business Tax Receipt renewals
  • Weak inventory counts driving margin distortion
  • Multi-state economic nexus triggered but not registered
  • Not tracking gift card and store credit liability correctly
  • Point-of-sale integration gaps causing revenue leaks
  • Failing to reconcile credit card processor deposits monthly

What Our Clients Are Saying

Trusted by 500+ clients
5/5
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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.

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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.

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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.

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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.

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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.

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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.

FAQS

Frequently Asked Questions Answered

When are Florida sales tax returns due?
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How often do resale certificates need to be verified?
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Do I need a Miami-Dade Business Tax Receipt?
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How do I get started?
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How often do resale certificates need to be verified?
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Do you handle Miami-Dade Business Tax Receipt renewals?
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Can you help with gift card and store credit accounting?
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Do you serve multi-location retailers?
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Where We Serve
We support Real Estate clients across Miami and South Florida:
Related Services
The services most commonly used by our Miami Real Estate clients:
Also Serving
Related industries we work with:

Meet Your CPA

A family-run firm led by Jack Levine, CPA and Steven Levine, CPA, serving Miami since 1984:

From the Blog

Recent insights from Levine CPA and Advisors:

Schedule a Consultation with Your Miami Retail and Wholesale CPA

Levine CPA and Advisors has supported South Florida individuals, businesses, and organizations for more than 40 years. Call (305) 912-0085 or submit our contact form to schedule a consultation with a Miami retail and wholesale CPA today.

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.
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