Real Estate

Tax Planning Services in Miami

Year-round tax planning for Miami businesses, professionals, and high-income individuals.

Tax planning is the difference between filing a return and shaping the result. Levine CPA and Advisors works with Miami clients throughout the year to model income, time deductions, structure entities, and use credits and retirement strategies that legally reduce tax liability.

What's Included in Tax Planning
Annual and Multi-Year Tax Forecasting

Project federal and state liability under different scenarios.

Entity Structure Review

 LLC vs. S-corp vs. C-corp guidance for tax efficiency.

Retirement Plan Strategy

SEP-IRA, Solo 401(k), SIMPLE, and defined benefit plan modeling.

Section 179 and Bonus Depreciation

 Time equipment, vehicle, and software purchases for maximum deduction.

Quarterly Estimated Tax Reviews

Avoid IRS underpayment penalties and align quarterlies to real income.

Real Estate and Investment Planning

Cost segregation, 1031 exchanges, passive activity, and capital gains timing.

Owner Compensation & Distributions

Reasonable comp for S-corp owners and distribution timing.

Why Levine CPA and Advisors for Tax Planning
Trusted since 1984
Long history of helping South Florida businesses plan proactively.
Senior-CPA strategy sessions
Direct access to experienced CPAs, not a rotating junior team.
Year-round cadence
Quarterly or semi-annual check-ins, not just an April conversation.
Coordinated with prep
Planning insights flow straight into the next year's return.
1. Discovery & Goals:
We review last year's return, this year's projections, and your goals.
2. Forecast & Modeling:
We model federal/Florida liability under several scenarios.
3. Strategy Recommendations:
Specific moves: retirement, depreciation, entity, comp, timing.
4. Implementation Support:
We coordinate filings, elections, and timing with you.
5. Quarterly Check-Ins:
Adjust as income, expenses, and tax law change throughout the year.
Who We Help with Tax Planning
Tax planning delivers the most value for Miami clients with variable income, growth, or material deductions on the table.
  • S-corp and LLC owners with growing revenue
  • High-income professionals (medical, legal, financial)
  • Real estate investors and developers
  • Businesses approaching major purchases or sales
  • Families managing multi-year wealth planning

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 tax planning?

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

Schedule a Consultation
FAQS

Frequently Asked Questions Answered

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Get Started with Tax Planning

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 tax planning.

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