High-Net-Worth Tax Strategy
for Miami Beach
Investors & Executives.
Miami Beach demands sophisticated tax planning. Between multi-state residency rules, luxury real estate portfolios, and international holdings, standard tax preparation falls short. MDR Consulting CPA provides proactive tax minimization and senior-level financial guidance.
Specialized CPA Services for Miami Beach
Tailored for real estate investors, foreign nationals, and high-income entrepreneurs.
Real Estate Tax Strategy & 1031s
Cost segregation studies, active vs. passive loss planning, short-term rental tax strategies, and 1031 like-kind exchange coordination.
High-Net-Worth Individual Tax (Form 1040)
Comprehensive multi-state returns covering executive compensation, capital gains, private equity K-1s, and alternative minimum tax (AMT).
FIRPTA Withholding & Foreign Investment
Foreign Investment in Real Property Tax Act (FIRPTA) certificate applications (Form 8288-B), reducing mandatory 15% closing withholdings.
Florida Residency & Domicile Audits
Documentation and tax structuring for individuals relocating from high-tax states (NY, NJ, CA) to establish clean Florida residency.
Hospitality & Boutique Business Accounting
Accounting for restaurants, entertainment venues, and creative agencies: tip reporting compliance, sales tax, and monthly bookkeeping.
Corporate & S-Corp Filings (1120-S & 1065)
Accurate corporate and partnership tax preparation with rigorous shareholder basis tracking and multi-tier entity distributions.
IRS Representation & Tax Defense
Direct licensed CPA representation before the IRS for audits, penalty abatements, and international reporting inquiries.
Request a Confidential Proposal
Speak directly with our senior CPA team and receive a transparent flat-fee proposal within 24 hours — no obligation.
The High-Net-Worth Advisory Standard
Sophisticated investors and entrepreneurs in Miami Beach require advisory that goes far beyond generic software. Here is how our practice protects your capital.
Proactive execution of cost segregation studies to accelerate property depreciation
Timely IRS Form 8288-B filings to reduce 15% FIRPTA foreign withholding at closing
Rock-solid documentation to defend against aggressive Northern state residency audits
Strategic utilization of Section 280A (Augusta Rule) for tax-free personal home rentals
Coordination with real estate closing attorneys, title agents, and wealth managers
Bank-grade encrypted communications safeguarding sensitive personal financial data
Why Miami Beach Leaders Choose MDR CPA
We provide the analytical rigor and technical precision of a major accounting firm paired with the confidentiality and personal responsiveness of a boutique partner.
Request a ConsultationDirect Senior CPA Oversight
You work directly with a licensed CPA — never outsourced to junior offshore preparers.
Real Estate & FIRPTA Depth
Substantial experience handling complex property acquisitions, short-term rentals, and foreign investors.
Year-Round Proactive Planning
We structure transactions before closing to ensure maximum legal tax reduction.
Flat-Fee Transparency
Predictable, all-inclusive engagement pricing with zero surprise hourly bills.
Confidential Digital Portal
Encrypted document portal ensuring complete security for high-profile and executive clients.
Cross-Border Capabilities
Experience with international treaties, FBAR reporting, and foreign corporation disclosures.
How It Works
Getting started is straightforward. No complicated intake forms, no waiting weeks for a response.
Free Consultation
Book a free 20-minute call. We review your situation, answer your questions, and determine the right scope — no obligation.
Custom Proposal
You receive a flat-fee proposal within 24 hours. Exact scope, exact price — nothing undefined or hourly.
Onboarding
We connect your accounts, set up or clean up your books, and take over cleanly — with no disruption to your business.
Ongoing Service
Monthly deliverables on time. Direct CPA access all year. No hand-offs, no junior staff — consistent, senior-level work.
Transparent Engagement Pricing
Flat-fee pricing based on scope. Confirmed after a free intake review — no surprises.
Executive / Investor 1040 — multiple K-1s, rental properties, capital gains
Real Estate Entity (Form 1065 / 1120-S) — multi-property depreciation schedules
FIRPTA Withholding Certificate Application (Form 8288-B) — foreign seller reduction
Serving Miami Beach, South Beach & the Islands
Miami Beach is a dynamic international capital attracting luxury real estate investors, tech entrepreneurs, hospitality pioneers, and global families. Properties along Ocean Drive, Lincoln Road, Venetian Islands, and Star Island represent complex capital structures that require sophisticated tax oversight.
From navigating Florida’s strict tourist development tax rules on short-term vacation rentals to shielding foreign real estate gains under FIRPTA, errors in tax planning can be exceptionally costly. Furthermore, high earners moving to Miami Beach from states like New York or California often face aggressive statutory residency audits from their former home states.
MDR Consulting CPA serves as your primary tax and financial advisor, coordinating real estate depreciation, pass-through deductions, and multi-state compliance to ensure your assets are protected and your tax exposure is strictly minimized.
Miami Beach Client Inquiries
What Our Clients Say
“Working with MDR consulting has been a game changer for our business. They are more than tax preparers, they act as strategic partners providing advice to help us grow and structure our finances to the standards of bigger companies.”
“He has been my accountant for over 9 years and has consistently proven to be excellent at what he does. He is professional, reliable, and very efficient. Additionally, he helped me set up my company, and the entire process was quick and easy. 100% recommended.”
“Impeccable service. They combine a high level of technical expertise with excellent client interaction. It is evident that they take care to thoroughly understand each case in order to provide the best solution. Highly recommended!”
“We love every single service with our accountant Daniel Rodriguez. He answers any questions anytime — there is no dumb question. Everything is so smooth with them. I recommend them 100%. You don't have to think — he does all the thinking for you, all the processing, and is very affordable.”
“I've had a great experience working with MDR. Danny is extremely knowledgeable, responsive, and makes complex topics easy to understand. I especially appreciate how he leverages technology to streamline processes, making everything efficient and organized. Highly recommend his services to anyone looking for a reliable accounting partner!”
Protect Your Capital in Miami Beach
Schedule an executive consultation to discuss your real estate and tax advisory requirements with a licensed Florida CPA.
Schedule Consultation