Six practice areas. Senior CPAs on every engagement.
Each engagement is led directly by Rene Velazquez, CPA, supported by a team of accounting professionals trained at Florida International University and the University of Central Florida — two of Florida’s strongest accounting programs. Use the index below to jump to a specific service, or call 305-757-8272 to discuss a particular matter.
01 / Tax Compliance
A wide array of tax reporting services for corporate and non-corporate clients.
Our Tax Compliance group understands the ever-changing tax laws and regulations and assists clients in maintaining tax reporting obligations. Our professional staff is equipped with specialization in international taxation — in-bound and out-bound — and general taxation expertise all around.
Our professionals pursue varying continuing education courses to stay current in tax issues affecting their clients, including national and local tax seminars, so as to always be on top of the latest changes coming out of Washington DC.
Individuals — Form 1040
Federal individual income tax with state returns where applicable. Schedule C self-employment, Schedule D capital gains, Schedule E pass-through and rental, AMT, and quarterly estimates.
Corporations — Forms 1120 / 1120S
Federal and state compliance for C-corps and S-corps — Schedule M-3, multi-state apportionment, accumulated earnings analysis, and §1377 / §1362 elections where relevant.
Partnerships & LLCs — Form 1065
Partnership compliance with K-1 issuance, capital-account maintenance, §704(b) and §704(c) allocations, and basis tracking for members.
Foreign corporations — Form F-1120
U.S. filings for foreign corporations with effectively connected income, branch profits tax, and Form 5472 related-party disclosures.
Trusts, estates & gifts — Forms 1041, 706, 709
Fiduciary income (1041), federal estate (706), and gift tax (709) returns — including DSUE portability elections and grantor-trust analysis.
Tax-exempt & private foundations — Form 990
Forms 990, 990-EZ, 990-PF, and 990-T (unrelated business income), with state charitable-solicitation registrations.
Foreign information returns
FBAR (FinCEN 114), 5471, 5472, 8865, 8858, 8938, 3520 / 3520-A, 926, and 8621 — coordinated with the international-tax practice below.
Nonresident & treaty positions
Forms 1040-NR, 1042 / 1042-S withholding, 8804 / 8805 partnership withholding, 8840 closer-connection, and treaty-position disclosures.
02 / Audit & Assurance
Beyond the numbers — audits aligned with your business and your industry.
Audits are specifically aligned with the client's business functions, but to truly understand the client we must go beyond just the financial. Our approach combines the technical, the practical, and the most sophisticated digital audit solutions in the conduct of each engagement — undertaken with detailed, agreed-upon expectations to which management and the engagement team are equally committed.
Our auditors and advisors understand not only the client's business but also the industry in which they operate. This deeper understanding affords us the ability and insight to go beyond the numbers and provide value-added suggestions — more than the typical management-letter recommendations — that help our clients achieve financial and operational success.
Axios has maintained AICPA Peer Review status for more than 10 consecutive years — most recently in 2025, with a Pass rating. Peer Review is an independent inspection of the firm's quality-control system and a sample of completed engagements, conducted by another CPA firm under AICPA standards. A Pass rating is confirmation that the processes, documentation, and engagement-level controls Axios applies to every audit, review, and compilation meet the same professional standards required of the largest accounting firms in the country.
Opinion-level assurance under GAAS for lender covenants, regulatory filings, and stakeholder reporting.
Financial statement review
Limited assurance under SSARS — appropriate when full audit is not required.
Compilation engagement
Presentation of financial statements in accordance with GAAP or another acceptable framework.
Agreed-upon procedures
Targeted attestation work for specific contractual or litigation purposes.
Internal control review
Documentation and evaluation of controls over financial reporting.
03 / Forensic Accounting
Where the numbers meet the courtroom.
Forensic accounting requires more than technical skill — it requires the ability to investigate, document, and explain financial facts in a way that withstands scrutiny. Axios is engaged by counsel, corporate stakeholders, and individuals to quantify damages, trace assets, and uncover fraud, and to present findings that are credible in deposition, mediation, and trial.
Every engagement is built on a documented analytical record. Schedules tie back to source documents, methodologies follow professional standards, and conclusions are stated in language a finder of fact can follow without an interpreter.
Damages quantification
Lost profits, lost earnings, business interruption, and economic damages models suitable for trial.
Hidden-asset searches, lifestyle audits, and source-and-use of funds — for civil, matrimonial, and probate matters.
Business valuation in litigation
Closely-held business valuation for shareholder disputes, divorce, and estate proceedings.
Expert reports and testimony
Written reports, depositions, and trial testimony in state and federal court.
Consulting expert engagements
Non-testifying support to counsel for case strategy, discovery review, and cross-examination preparation.
04 / International Tax
The penalties for getting this wrong are severe. We get clients into compliance.
U.S. taxpayers with foreign accounts, foreign businesses, foreign trusts, or unreported foreign gifts face some of the steepest civil penalties in the Internal Revenue Code. A late or missing FBAR alone can carry a non-willful penalty per account per year, and willful violations are measured as a percentage of account balances. Form 5471, Form 3520, and Form 8938 each carry their own automatic penalty regimes — assessed before any tax is even owed.
For taxpayers whose non-compliance was non-willful, the IRS Streamlined Filing Compliance Procedures remain the most efficient path back into the system: three years of amended returns, six years of FBARs, and a non-willful certification — with the offshore penalty either reduced or eliminated. We have used these procedures repeatedly to bring U.S. residents and U.S. taxpayers abroad into full compliance without exposure to the harsher penalties of an examination.
The right approach depends on facts that need to be reviewed carefully before anything is filed. A conversation costs nothing; the wrong submission can cost a great deal.
Streamlined Foreign Offshore Procedures
For U.S. taxpayers residing abroad — three years of amended returns, six years of FBARs, non-willful certification, and no offshore penalty.
Streamlined Domestic Offshore Procedures
For U.S.-resident taxpayers — same scope, with a reduced 5% miscellaneous offshore penalty in lieu of FBAR and related penalties.
FBAR — FinCEN Form 114
Annual disclosure of foreign financial accounts where aggregate balances exceed $10,000 at any point in the year.
Form 3520 / 3520-A
Reporting of foreign trusts, foreign gifts and inheritances exceeding threshold amounts, and trustee filings.
Form 5471
U.S. shareholders of foreign corporations — including Subpart F, GILTI, and PFIC analysis.
Form 8938 (FATCA)
Reporting of specified foreign financial assets on the income tax return.
Forms 5472, 8865, 8858, 8621
Foreign-owned U.S. corporations, foreign partnerships, foreign disregarded entities, and PFIC elections.
Expatriate and dual-status returns
Foreign earned income exclusion, foreign tax credit, totalization, and dual-status filings for inbound and outbound moves.
05 / Representation
We face the IRS and the FDOR. You don't.
A notice from the IRS or Florida Department of Revenue is rarely a conversation a client wants to have on their own. Once we file Form 2848 (Power of Attorney), correspondence is redirected to our office, calls from revenue officers come to us, and meetings with examiners are attended by the firm — not by the client. The client's role is to provide records and sign returns; ours is to present the facts, frame the legal position, and negotiate.
Engagements range from a single CP2000 notice answered in a week to multi-year examinations that move through audit, Appeals, and collection alternatives. The goal in every matter is the same: the lowest defensible liability, the cleanest record going forward, and a client who can return their attention to their business or their family.
Examination defense
Field, office, and correspondence audits — substantiation, scope negotiation, and Form 4549 response. We attend; you do not.
Appeals protests
Written protests, conferences, and settlement negotiation with the IRS Independent Office of Appeals.
Penalty abatement
First-time abatement, reasonable cause, and statutory exception requests — including international information-return penalties.
Collection alternatives
Installment agreements, currently not collectible status, offers in compromise, and lien and levy releases.
Florida Department of Revenue
Sales-and-use, reemployment tax, and corporate income tax examinations, protests, and informal conferences.
Notice response
CP2000, AUR, CP504, LT11, and other automated notices — full response, reconciliation, and follow-through to closure.
06 / Advisory
Don't let bookkeeping keep you from running your business.
As a full-service accounting firm, we provide your company with all of its monthly accounting and tax compliance needs. Our core bookkeeping service includes monthly financial reporting — profit and loss statements, balance sheets, bank reconciliations, payroll management, and sales tax filings where applicable.
By taking an active role in learning about your business — its needs, structure, and processes — we provide bookkeeping resources that meet those needs, whether full-service bookkeeping, financial reporting, or simply filling in for your current staff. Always reliable, affordable, and confidential.
QuickBooks Enterprise
Implementation, file cleanup, and ongoing transaction-level bookkeeping. QuickBooks Enterprise specialty.
Monthly close
Reconciliations, accruals, and financial statement preparation on a defined schedule.
Sales & use tax
Florida DR-15 filings, multi-jurisdiction sales tax, and nexus review.
Owner-operator advisory
Reasonable compensation, distributions vs. wages, and quarterly estimated tax planning.
Back-office services
Concentrate on your business. Leave the back-office to us.
The administrative work that consumes a founder's calendar — incorporation paperwork, payroll runs, vendor payments, monthly reconciliations — is routine for our team. Hand it over and get the hours back.
A
Incorporations
Entity setup done right the first time — EIN, S-elections, registered agent, and the operating documents your bank and your future investors will ask for.
C Corporations
S Corporations (Form 2553)
LLCs & partnership agreements
Florida Sunbiz filings & EIN
B
Payroll
Full-service payroll on a defined schedule — your team is paid on time, taxes are deposited, and year-end forms reconcile to the books we keep.
Time capture & processing
Direct deposit
941, 940, RT-6 filings
W-2s & 1099s
C
Remote Bookkeeping
Cloud-based bookkeeping that runs in the background of your business. We see what you see, in real time — and you get clean books every month.
Bank reconciliations
Payments to vendors
Invoicing & A/R
Monthly financial reports
Get in touch
Have a return, a notice, or an engagement to discuss?
Send the specifics and we'll come back within one business day with scope, timeline, and fee estimate.