Empowering
Your Financial
Future
Your Financial Success is Our Top Priority!
WHY MAX FINANCIAL TEAM
EXPERTISE, INTEGRITY, AND COMMITMENT TO CONFIDENTIALITY
20+
YEARS FINANCIAL MANAGEMENT
CLIENTS FIRST
Prioritize our clients needs
2000+
BUSINESS
About Us
Maximizing Your Financial Potential
At MAX Financial Team, we are dedicated to providing expert financial guidance and personalized service to individuals, businesses, and organizations. Our team of experienced professionals is passionate about helping our clients achieve their financial goals and secure a brighter financial future.
We're guided by a commitment to integrity, expertise, and client satisfaction.
Our values include:
Integrity: We operate with transparency, honesty, and ethics in all our interactions.
Expertise: We strive for excellence in our field, staying up-to-date with the latest developments and best practices.
Client Satisfaction: We prioritize our clients' needs, providing personalized service and tailored solutions.
What we do
Our Services
NEW ENTITY OPENING
Orientation to Select and Manage your New Entity
(LLC, Corp or S Corp, Non-Profit)
FINANCIAL SYSTEMS
Training in how to manage finances and create Financial Reporting System
TAX PLANNING & PREPERATION
Our expert tax planning and preparation services are designed to minimize your tax liability, maximize your refunds, and ensure compliance with all tax laws and regulations
IRS/FDR REPRESENTATIONS
We resolve any standing tax case at the federal or Florida level, and manage to help restructure the finances to deposit and report taxes on time, year-round.
CPA ADVISORY
CPA Advisory: these include services that are only to be performed under the leadership of a CPA (Certified Public Accountant), such as Implementation of Internal Controls to pass a Financial Audit, Reviews and Compilations. We also help with Due Diligence, Business Valuations when making an acquisition of a business, or to appraise a business for sale. Finally, we are experts in dealing with forensic and litigation support cases. We complete financial documents to be presented in court for divorces, mediations and commercial lawsuits.
CONSULTING SERVICES
Financial Consulting: To achieve excellence, there are different projects that need to be executed to keep the business moving forward.
Discover How We Can Help!
Office: 150 SE 2nd Ave, Suit 205 Miami, FL 33131
Call (305) 707-8007
Email: [email protected]
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