Tampa Accounting Firm

We provide a full suite of accounting, tax, and advisory services designed to support businesses, individuals, and international clients with U.S. financial interests.

Bookkeeping Services

We manage your books so you can manage your business without distractions. Our bookkeeping service, which starts at $399 per month, is intended to maintain accuracy, consistency, and full visibility of your financial activity. 

• QuickBooks: We begin by categorizing all transactions in QuickBooks to ensure every dollar is accounted for. Each month, we prepare detailed financial statements, including profit and loss, balance sheets, and cash flow summaries, so you can monitor performance in real time.
• Banking and Credit Card Reconciliation: Our service also includes monthly bank and credit card reconciliations to catch discrepancies early and maintain clean records. If your accounts contain older or misclassified transactions, we’ll review, correct, and recategorize them as needed. We also handle year-end adjusting entries to ensure your books meet IRS standards before tax season.
• Accounts Receivable and Payable: For businesses managing receivables and payables, we can track outstanding invoices, process payments, and maintain vendor records to support smooth cash flow and timely collections. If you’re behind, we’ll bring your books fully up to date.

Payroll Services

Running payroll shouldn’t drain your time or put your business at risk. Starting at $299 per month, we manage every detail so you can focus on growing your team, not processing their paychecks.

• Full-Service Payroll Setup: We begin by setting up your payroll infrastructure from the ground up. This includes registering your business for state and federal payroll tax IDs, securing your SUI (State Unemployment Insurance) number, and configuring employee compensation, pay frequencies, and classifications. 
• Automated Direct Deposit:  No more paper checks or manual calculations. We implement automated direct deposit, making payroll delivery faster and more secure. Funds are sent directly to employee bank accounts, reducing errors and streamlining your process.
• Accurate Tax Withholding & Filing: We calculate and withhold all required payroll taxes every pay period. Our team handles quarterly and annual tax filings such as Forms 940 and 941, so your records stay accurate and your business stays compliant. You’ll never miss a deadline or face a late fee.
• Workers’ Compensation and Compliance: We help you set up workers’ compensation coverage and make sure it stays current with state regulations. If there’s a notice or audit request tied to payroll, we respond directly on your behalf and ensure proper resolution.

Virtual CFO

Get executive-level financial strategy without the cost or complexity of hiring a full-time CFO. Our Virtual CFO service, which starts at $699 per month, gives you direct access to financial leadership, helping you make smarter decisions, stay compliant, and scale successfully.

• Full Financial Oversight: We start by taking over the core financial functions (bookkeeping, payroll, and reporting) so your foundation is solid. From transaction tracking to reconciliations and tax filings, we handle the day-to-day operations that keep your business financially sound and audit-ready.
• Forecasting and Budgeting: Beyond daily tasks, we help you look ahead. We build detailed budgets, cash flow models, and financial forecasts tailored to your business goals. When you’re preparing for seasonal changes, expansion, or investment, we deliver data-driven insights that support better planning.
• Tax Planning with a Business Lens: Our tax strategy is designed for growth. We look at income projections, entity structure, payroll strategies, and owner distributions to reduce tax liability while supporting reinvestment.
• Compliance and Deadline Tracking: Missed filings can lead to penalties. We monitor and manage all state and federal compliance deadlines, including Secretary of State renewals, sales tax filings, and corporate reporting requirements. You’ll stay on track without needing to follow a calendar.

Tax Advisory Services

Our Tax Advisory Services, which start at $599 per month for individuals and $999 for businesses, guide you through critical planning moments.

• Personalized Tax Strategy: We begin with a deep analysis of your current situation: income, assets, liabilities, business structure, and future goals. From there, we develop a tax strategy that minimizes liability while supporting long-term growth.
• Retirement and Wealth Planning: We help individuals and business owners evaluate tax-advantaged retirement options like IRAs, 401(k)s, SEP, and SIMPLE IRAs. For employers, we assist with implementation and contribution planning. For individuals, we advise on maximizing savings while balancing your current tax bracket and long-term goals.
• Investment and Asset Evaluation: If you’re considering the sale of property, liquidation of stocks, or crypto transactions, we model potential tax impacts and explore strategies to optimize timing and minimize exposure. We also evaluate real estate investments, rental income, and passive activity losses to help you structure ownership effectively.
• Entity Structuring and Restructuring: Choosing or adjusting the right entity type can lead to major tax savings. We assess the pros and cons of LLCs, S-Corps, C-Corps, and partnerships based on your revenue, growth plans, and state regulations. If a restructuring makes sense, we’ll guide you through it from start to finish.

Company Formation

Starting a business is a big move, and the structure you choose can impact your taxes, liability, and growth potential for years to come. Starting at $599 per month, we guide you through every step of forming your business so your entity is set up correctly, registered on time, and fully compliant from day one.

• Business Structure Selection: Not sure whether to form an LLC, S-Corp, or C-Corp? We evaluate your goals, industry, ownership model, and tax situation to recommend the structure that best fits your needs. 
• State Filings and Compliance: We handle all required filings with the Secretary of State, including Articles of Incorporation or Organization, depending on your chosen structure. We also manage name availability checks, make sure your business is registered in the correct jurisdiction, and track renewal deadlines to keep your entity in good standing.
• EIN and Federal Tax Registration: An Employer Identification Number (EIN) is required for opening business bank accounts, filing taxes, and hiring employees. We submit the SS-4 form on your behalf and ensure your federal tax ID is properly issued and linked to your entity.
• Governing Documents:  We draft or provide support with essential internal documents, including Operating Agreements for LLCs and Corporate Bylaws for C-Corps and S-Corps. These documents establish how your business will operate and provide a legal framework for decision-making, ownership rights, and dispute resolution.

Registered Agent and Virtual Address 

Your business needs a reliable point of contact to meet legal obligations and manage important correspondence. At USA Tax Gurus, we provide Registered Agent services and virtual business addresses starting at $199 per month.

• Registered Agent Services in Most States: As your Registered Agent, we receive and manage official state and legal correspondence on your behalf. This includes service of process, compliance reminders, tax notices, and regulatory documents.
• State Compliance Monitoring: We track state-specific requirements and notify you of upcoming filings, deadlines, and renewals. From annual reports to franchise tax filings, we help you stay compliant without needing to monitor multiple calendars or government websites.
• Virtual Business Address with Suite Number: We offer commercial, CMRA-approved U.S. business addresses. You receive a professional mailing address complete with a unique suite number, which helps you meet registration requirements for LLCs, corporations, and online platforms.
• Mail Forwarding and Digital Access:  All mail received at your business address is scanned, uploaded to your secure online dashboard, and forwarded based on your preferences. You can review, store, or request physical delivery of any document, no matter where you’re located.

U.S. Bank and Payment Solutions

Starting at $399, we simplify the process for both U.S. residents and foreign entrepreneurs, helping you access reliable banking and payment systems that support your operations from day one.

• End-to-End Account Setup: We guide you through the complete setup process, from selecting the right bank to gathering the required documentation. If you’re forming a new LLC, S-Corp, or C-Corp, we make sure your entity is prepared with the correct formation documents, EIN, and compliance records that banks require.
• Support for U.S. and International Founders: Non-U.S. residents often face extra hurdles when opening a business account. We help eliminate confusion with step-by-step assistance, including preparation of KYC documentation, proof of address, U.S. registration validation, and introductions to banking partners that welcome foreign-owned U.S. entities.
• Digital Banking Partners: If you prefer speed and flexibility, we can connect you with modern virtual banks like Relay and Mercury. These platforms are ideal for remote founders and tech-driven businesses. No branch visit is required, and onboarding is streamlined with our direct support.
• Physical Bank Access and Appointment Prep: Need a traditional banking relationship with Chase, Bank of America, or Wells Fargo? We prepare all necessary documents in advance and walk you through what to expect at your in-person appointment. For foreign clients visiting the U.S., we provide supporting paperwork to meet in-branch verification requirements.

CTA BOI and BEA Filings

Under new federal requirements, businesses must submit detailed ownership and economic reports to stay compliant and avoid penalties. Starting at $199 per month, we handle your Corporate Transparency Act (CTA) and Bureau of Economic Analysis (BEA) filings accurately and on time.

• Corporate Transparency Act (CTA) Compliance:  The Corporate Transparency Act requires most U.S. entities to file a Beneficial Ownership Information (BOI) report with FinCEN, disclosing the individuals who ultimately control or own the business. We prepare customized reports that meet FinCEN standards, submit them on your behalf, and provide a confirmation of receipt for your records.
• Beneficial Ownership Reporting: We gather the required ownership and control details, validate documentation, and ensure all personal information is reported accurately. If your ownership changes, we also manage update filings to keep your records current.
• Ongoing BOI Filings and Updates: Regulations require BOI information to remain up-to-date. If your entity experiences ownership changes, restructuring, or other qualifying events, we file timely updates with FinCEN to avoid noncompliance and associated fines.
• Bureau of Economic Analysis (BEA) Filings: If your business is U.S.-based and foreign-owned (or participates in international investments), you may be required to file with the Bureau of Economic Analysis under surveys like BE-12 and BE-13. We handle both initial and follow-up filings, ensuring accurate data submission that aligns with BEA expectations.

ITIN Services

If you don’t qualify for a Social Security Number but need to file U.S. taxes, we can help. Starting at $399 per month, our team handles new ITIN applications, renewals, and tax filings for individuals, dependents, and foreign business owners.

• New ITIN Applications: We assist with preparing and filing Form W-7 so that your application includes all required documentation and meets IRS standards. 
• ITIN Renewals: ITINs expire if not used or after a set period. We help you determine if your ITIN is still valid and file renewal applications if needed. This ensures that your return isn’t delayed or rejected due to an inactive ITIN.
• ITINs for Nonresident Business Owners: If you’re a foreign national operating a U.S. LLC or corporation, an ITIN is often required for tax filings, ownership reporting, and compliance. We help business owners meet IRS identification requirements and stay on track with both personal and entity-level filings.
• Tax Filing with ITINs: Need to file a 1040 or 1040NR along with your ITIN application? We prepare your return, attach it to your W-7, and submit everything in one complete package. This helps avoid processing delays and speeds up IRS review.

Certified Acceptance Agent Services

When applying for an ITIN, the IRS typically requires original identification documents or certified copies. As IRS-authorized Certified Acceptance Agents (CAAs), we simplify the process by verifying your documents in-house, eliminating the need to send original passports to the IRS or visit a notary.

• Document Verification: We are authorized by the IRS to review and certify identification documents, including passports, national ID cards, and birth certificates. This means you don’t need to send your original documents through international mail or risk delays due to incomplete applications.
• Certified Copies with Certificate of Accuracy: Once your identity is verified, we prepare a Certificate of Accuracy that confirms your documents meet IRS standards. This certificate is submitted with your W-7 ITIN application.
• Direct Coordination with IRS ITIN Office: We work directly with the IRS ITIN Operations unit, allowing us to follow up on applications, respond to additional document requests, and provide status updates. Our direct communication line helps keep the process moving and minimizes wait times.
• International Shipping Support: For non-U.S. residents, we assist with secure international shipping of all required forms and certified copies. We make sure that your ITIN package reaches the IRS safely and includes everything needed for successful approval.