Vantis CPA

About...

A tax and accounting company dedicated to local and global taxpayers. We provide a suite of services including proactive tax planning, seamless compliance and full-service accounting, delivered with depth and clear communication. The goal is straightforward: minimize your tax exposure and put the code to work for you. The clients we serve are the ones others look to for advice.

Experience 10+ Years
Languages English & Spanish
License Licensed CPA · Florida
Graduate Degree Master of Taxation

Individual Tax

Tax returns and year-round planning for individuals with income from W-2, 1099, K-1, investments, and rental properties.

  • ๐Ÿ‘ค 1040 Preparation
  • ๐Ÿ‘ค Quarterly Estimates
  • ๐Ÿ‘ค State Returns
  • ๐Ÿ‘ค IRS Notices and Amended Returns
  • ๐Ÿ‘ค Year-Round Tax Planning
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Business Tax

Business tax returns, entity structure, and year-round tax planning for sole proprietors, partnerships, S-corps, and C-corps.

  • ๐Ÿ“Š S-Corp & Partnership Returns
  • ๐Ÿ“Š Entity Structure & Elections
  • ๐Ÿ“Š Owner Compensation Planning
  • ๐Ÿ“Š Prior-Year & Catch-Up Filing
  • ๐Ÿ“Š Year-Round Tax Management
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International Tax

Cross-border tax is where the code gets technical and the penalties get serious. We structure it to minimize what you owe worldwide.

  • โœˆ๏ธ U.S. Persons with Foreign Assets
  • โœˆ๏ธ U.S. Expats Abroad
  • โœˆ๏ธ Pre-Immigration
  • โœˆ๏ธ Foreign Investors and Real Estate Owners
  • โœˆ๏ธ U.S. Foreign-Owned Subsidiaries
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Full Suite

Everything your business needs beyond tax, handled under one roof.

๐Ÿ“š Bookkeeping

Clean books, monthly reconciliations, and financial reporting. QuickBooks setup and management.

QuickBooks ยท Financial Statements

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๐Ÿ’ณ Payroll

Complete payroll setup and ongoing management. We handle all filings, deposits, and compliance.

Gusto ยท W-2 & 1099 ยท State Filings

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๐Ÿงพ Sales Tax

Florida sales tax filings, nexus compliance, and timely remittances. Fully handled.

Florida Sales Tax ยท Nexus ยท Filings

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๐Ÿ—ƒ๏ธ Back Office

Business mailing, banking setup, LLC renewals, and registered agent service. We obtain EINs and ITINs.

LLC Renewals ยท Registered Agent ยท EIN/ITIN

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From Local to Global

We typically work with people and businesses dealing with moving parts.

Individual Tax

Individuals & Families

Tax preparation and year-round planning for individuals with W-2s, 1099s, K-1s, rental income, equity compensation, and investments.

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Business Tax

Local and Online Businesses

Tax and accounting for owner-operated businesses, from local stores, trades, and professional practices to online businesses and digital services.

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Business Tax

Real Estate Owners

Tax planning and compliance for residential and commercial property owners, short-term rental operators, and real estate partnership investors.

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International Tax

U.S. Individuals with International Ties

Tax compliance and planning for U.S. citizens, green card holders, and dual residents with foreign accounts, companies, and cross-border complexity.

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International Tax

Foreign Businesses & Investors

Tax, compliance, and structuring services for foreign businesses and investors entering, operating, or investing in the U.S. market.

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International Tax

U.S. Expats Abroad

U.S. tax compliance for Americans living abroad, covering foreign income exclusions, FBAR, FATCA, and treaty-based planning.

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The playbook exists. Most people just never find it.

Vantis CPA was built on experience spanning cross-border tax matters, international filings, and later expanding into advanced planning work for entrepreneurs and closely held businesses. That mix shaped a firm designed to go beyond standard preparation and into real strategy. That means looking beyond what has to be filed and focusing on what can be structured, timed, and planned in advance. Most of that work happens before anything is filed.

The code works the same for everyone. Let's make it work for you.

One Point of Contact

Every client gets direct attention. Your goals, your timeline, your tax picture handled with care from start to finish.

Responsive by Default

Questions get answered, not queued. When your situation changes, we move with it.

We Reach Out, You Don't Have To

You shouldn't have to chase your accountant. If something changes or an opportunity comes up, we bring it to you.

Professional workspace

Our Process

Three straightforward steps from your first message to a fully managed tax strategy.

01
30 minutes ยท No charge
Discovery Call
We learn about your situation, your entity structure, cross-border exposure, and goals. You learn how we work and what to expect.
02
Scoped engagement
Technical Analysis
We review your documents, prior returns, and structure. We identify obligations, risks, and opportunities, then present a clear scope and fixed fee. Before anything starts, you'll receive a formal engagement letter outlining exactly what's covered.
03
Ongoing advisory
Proactive Strategy & Filing
We execute the plan, file accurately, and stay in your corner year-round, flagging opportunities before they pass.

What to Bring

The more context you arrive with, the more we can give you in 30 minutes.

โœ“
Prior Year Tax Returns
โœ“
Financial Statements
โœ“
IRS Notices or Open Correspondence
โœ“
Tax Documents: W-2s, 1099s, K-1s
โœ“
Entity Documents: Articles, Operating Agreement

Get in Touch

Tell us about your situation โ€” we'll let you know how we can help

Reach us directly

Schedule a Meeting

Book a 30-minute consultation

Open Calendar

Your Questions Answered

We believe in transparency. Everything you need to know about how we work, what we charge, and why we're different.

What makes Vantis different from other CPAs? +
We combine proactive tax strategy with responsive communication. Rather than waiting for tax season, we work year-round to optimize your situation and flag opportunities before they pass.
Who do you typically work with? +
We work with individuals, families, business owners, real estate investors, and clients with international ties. If your taxes involve more than a simple return, or you want someone who actually looks ahead, we're likely a good fit.
Can you help clean things up and start over the right way? +
Yes. Whether you have unfiled years, mismatched records, or just want a clean slate, we can help get things current and set up properly going forward.
What services do you offer beyond tax filing? +
We offer bookkeeping, back-office services, payroll processing, sales tax management, and full-service accounting. One firm for all your business needs.
What happens in our first consultation? +
We'll discuss your business, current situation, and biggest challenges. You'll get a clear sense of how we work and whether we're a good fit. No pressure, no sales pitch.