Your Miami preparation guide
Tax preparation connected to Miami.
ASI helps Miami clients start tax preparation and planning conversations. Discuss business returns, individual returns and the records needed to define your engagement.
Miami business resources
Use the City of Miami business licensing directory to locate its Business Tax Receipt and Certificate of Use resources. Confirm whether your address is within the City of Miami or another Miami-Dade municipality before using city-specific forms. Official Miami business guidance.
Planning questions to bring
For a Miami business with customers, owners or operations outside Florida, describe where work is performed and how payments are received. Flag out-of-state and international activity for scope review rather than assuming every filing is covered by a routine return. Organize contractor payments, payroll and owner transactions separately.
Florida and federal records
Separate federal return preparation from Florida business tax accounts. Before a consultation, list sales activity, employees, entity type and any Department of Revenue notices. Use the Florida Department of Revenue business resources to identify the tax programs associated with your activity; a local business tax receipt does not replace state or federal filing review. Official Florida tax resources.
A practical preparation checklist
- Prior returns and the years requiring attention.
- Income and expense reports, account reconciliations and payment confirmations.
- Changes in business structure, ownership, payroll or operating locations.
- Dates and states associated with a move or work across state lines.
See our tax preparation checklist and tax planning service. Ask for secure transfer instructions before sending documents.
Connect from Miami
Call (877) 765-3210 or request a consultation. The local resources above are government resources, not ASI office addresses. Source links reviewed September 30, 2026.
Federal tax updates for your preparation
These IRS-based updates cover federal topics. Applicability depends on your circumstances.
Service area and meeting arrangements
This guide describes tax preparation inquiries and local resources, not an ASI office in every city or state. ASI confirms the returns, jurisdictions and services included in each engagement. If an in-person conversation is important, confirm the venue and appointment before traveling. See published contact locations and our local consultation guide.
Who will handle your return?
Ask who will prepare and sign the return, what qualifications are relevant to your needs, how questions after filing are handled and what work the engagement includes. IRS: How to choose a tax return preparer explains questions to consider when selecting a preparer. Government sources are background guidance, not an endorsement of ASI.
