I & S Accounting & Tax Services

What I & S Accounting & Tax Services does

I & S Accounting & Tax Services is a privately held, Miami-based professional services firm founded in 2010 that provides accounting, tax preparation, bookkeeping, payroll, business incorporation, and estate planning services. Its distinctive focus is international and foreign investor taxation, including FIRPTA compliance, FBAR filing, ITIN acquisition, Form 1040NR preparation, and IRS withholding certificates — niche areas requiring specialized expertise the firm positions as a differentiator. The firm operates with a small team (1–10 employees) from a single office at 13701 SW 88th St, Miami, FL 33186, and serves individuals, business owners, and foreign investors across more than 20 U.S. states as well as overseas clients.

The firm delivers services through a direct consultation model — phone (305-403-6695), website contact form, and a free initial assessment — with no third-party distribution channels. Its core go-to-market relies on a multilingual team serving an internationally diverse client base, with customer acquisition driven through its website (istaxoffice.com) and direct outreach. The firm has stated it has helped over 15,000 clients across more than 20 states over a 10+ year operating history. Pricing is not publicly disclosed; engagements are quoted per service or as ongoing retainers, consistent with standard professional services billing.

The business is funded entirely by operating cash flow with no disclosed institutional investors, parent company, or external capital. There are no subsidiaries, no acquisitions, no patents, no certifications, and no technology platform — the firm is a labor-intensive, human-delivered professional services practice. Operating hours are Monday–Friday 9AM–9PM, with no weekend availability. The 2018 site copyright and 2020 WordPress launch indicate the digital presence is relatively recent, and the firm's only blog post is a default WordPress 'Hello world!' entry, signaling limited content marketing maturity.

Name

I & S Accounting & Tax Services

Legal name

I & S Accounting & Tax Services

Website

https://istaxoffice.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

I & S Accounting & Tax Services is a Miami-based, privately held accounting and tax services firm specializing in foreign investor tax compliance (FIRPTA, FBAR, ITIN, 1040NR), business incorporation, bookkeeping, payroll, and estate planning, serving a multilingual client base across 20+ U.S. states.

Ownership category

akta.pro rank

Product category

Tax Preparation and Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro primary industry

Transfer Pricing & International Tax Services (BPAHABAI)

akta.pro secondary industries

Payroll & Employment Tax Services (BPAHABAD), Transaction Tax Structuring & Deal Advisory (BPAHAOAJ), Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)

Keywords

• Tax preparation services
• Bookkeeping services
• Payroll processing
• Business incorporation
• Estate planning services

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Tax and Accounting Services: Fee-for-service model for tax preparation, bookkeeping, payroll, and advisory services delivered directly to individual and business clients. Services are billed per engagement or as ongoing retainer arrangements, consistent with standard professional services firm billing.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

I & S Accounting & Tax Services provides professional accounting, tax preparation, bookkeeping, payroll processing, business incorporation, and estate planning services to individuals and small businesses. The firm has a distinct specialization in international taxation, serving non-U.S. investors with U.S. tax obligations through services covering FIRPTA withholding, FBAR reporting, ITIN acquisition, Form 1040NR for nonresident aliens, and withholding certificates. The firm operates from a single Miami office with a multilingual team serving clients in more than 20 U.S. states and overseas.

Product overview

I & S Accounting & Tax Services offers a comprehensive suite of accounting, tax preparation, and business services through a single integrated offering. The core services include Foreign Investors Services, Business Incorporation (LLC, C.Corp, S.Corp, Partnership), Tax Preparation & Bookkeeping, Personal Tax Preparation, Payroll Services, Estate Planning, International Taxation, ITIN Assistance, FIRPTA Services, and FBAR Filing Assistance. These services are designed to serve both individual and business clients, with particular expertise in assisting foreign investors with U.S. tax obligations and business formation in Florida.

Differentiator

Problem solved

Functional benefit

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• KPMG US (Tax practice): KPMG's U.S. tax practice serves inbound foreign investors with FIRPTA, FBAR and cross-border structuring needs, addressing the same complex compliance challenges as I & S but at enterprise scale and global depth.
• BDO USA: BDO USA operates a large International Tax practice covering FBAR, FATCA, FIRPTA and ITIN matters. As a Top-10 national firm, it overlaps with I & S on foreign-investor compliance but serves larger enterprise and middle-market clients.
• H&R Block: H&R Block is the largest U.S. mass-market tax preparation brand, offering 1040NR, ITIN and basic FBAR support through offices and digital channels. It does not match I & S's depth in FIRPTA but competes for the broader personal-tax wallet share.

Regional players

• Berkowitz Pollack Brant Advisors + CPAs: South Florida-based CPA firm serving high-net-worth individuals, foreign investors and closely-held businesses with tax, estate planning and international tax services, competing for the same Greater Miami foreign-investor clientele as I & S.
• Kaufman Rossin: Headquartered in Miami, Kaufman Rossin is a Florida-based accounting and advisory firm with international tax expertise and a strong South Florida foreign-investor book, making it the most local peer to I & S.

Direct peers

• Cherry Bekaert: Cherry Bekaert offers an International Tax & Cross-Border practice covering FIRPTA, FBAR, ITIN and U.S. inbound tax planning for foreign-owned businesses, directly overlapping with I & S's primary client work.
• Marcum LLP: Marcum's International Tax practice serves non-U.S. clients with U.S. real-estate holdings, including FIRPTA withholding certificates and FBAR filings, matching the core service mix of I & S but at greater geographic breadth.
• Andersen Global: Andersen Global operates a large international tax practice with deep FIRPTA, FBAR and ITIN expertise for non-U.S. individuals investing in the U.S. Its U.S. member firm competes directly with I & S for foreign-investor tax compliance, though at materially larger scale.
• Withum: Withum is a U.S. accounting and advisory firm with a dedicated International Tax Services group handling FBAR, FIRPTA and ITIN work for individuals and closely-held entities. Closely comparable to I & S in scope and mid-market positioning.

Emerging players

• Padgett Business Services: Padgett is a North American accounting and tax franchise serving small businesses with bookkeeping, payroll, incorporation and tax services, overlapping with I & S's small-business service lines though with less foreign-investor specialization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/sharer.php?u=https%3A%2F%2Fistaxoffice.com%2F&t=I%26S%20Taxes%20and%20Accounting

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about I & S Accounting & Tax Services