What We Do For You
Trusted guidance for every step of your business journey.
At Rosemary Tax, we provide comprehensive solutions in taxation, accounting, and business consulting for individuals and companies seeking to operate legally and efficiently in the United States. Our bilingual team, with over a decade of experience, blends smart technology with a human-centered approach to streamline processes, optimize financial performance, and ensure full compliance with federal and state regulations. We serve clients in person at our Miami office and remotely for those located anywhere in the U.S. or abroad.
Tax Services
Preparation and filing of federal and state tax returns for individuals, freelancers, LLCs, S-Corps, and C-Corps. Includes prior-year review, tax-saving strategies, and IRS representation.
Business Formation & Compliance
Company formation in the U.S. (LLC, S-Corp, C-Corp), EIN acquisition, operating agreements, registered agent services, annual reports, and legal compliance.
Banking and Loan Services
Assistance with opening accounts at trusted commercial banks and guidance in applying for business loans, including SBA loans.
Accounting & Financials
Monthly and catch-up bookkeeping, bank reconciliations, financial reports, financial health analysis, budgeting, and forecasting.
Consulting & Strategic Meetings
Personalized guidance on tax optimization, business structure, and scalability. Meetings via Zoom or in person, with clear action plans.
Document Services
Notarization, apostille, and preparation of legal and financial documents with secure delivery and tracking.