IM Tax Advisors

IM Tax Advisors

Reviews Summary

IM Tax Advisors receives consistently outstanding reviews for their professional, knowledgeable, and friendly service. Clients praise their expertise in taxes (personal, corporate, and multi-state), accounting, and immigration matters. Many highlight the team's patience, clarity in explanations, and family-like treatment. Reviewers appreciate their thoroughness, transparency, and ability to simplify complex processes, often noting long-term trust and satisfaction. The bilingual (English/Spanish) service is frequently mentioned as a plus. Multiple clients report returning annually and recommending them highly for both individual and business needs.

About This Listing

Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Bilingual Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Bilingual Services

Contact Information

Address

5975 Sunset Dr # 504

South Miami, Florida 33143

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Itchel is fantastic; the service is impeccable. She and the team really helped us with all our questions and concerns. I have already given her contact to more than five of my friends. They are all happy with her service.

Itchel was extremely helpful and I was able to file my taxes for two years which was something that had been stressful. She further assisted me in developing an approach to better handle my finances according to my goals moving forward. Highly recommend!

Itchel and her team are one of a kind! I have worked with many CPAs and but Itchel is thorough, patient, great at explaining complex matters and well organized. This is our 2nd year working with them for our business and personal taxes and I would definitely recommend them to anyone looking for a new Accountant.

I recently worked with IM Tax Advisors, and I?m so happy with the experience! They made everything super easy and stress-free, offering great advice and always keeping me in the loop.

Itchel was great! She took her time with me and was super organized and helpful. She explained all the details, and we filed the tax together at her office. Her assistants were also super nice and welcoming. Highly recommended!

Itchel and her team were excellent. Kept me informed throughout and processed my tax returns and secured the capital gains tax refund in record time. I can definitely recommend her.

Amazing team, very professional. Olga is great, she is very knowledgeable and patient. Taxes are done in a fast and meticulous manner. Highly recommended!

Excellent place to do taxes, and open corporations, very professional and great customer service. 1000% recommended

I trust no one else to do my taxes besides Itchel. Her work and guidance always result in a positive return for my taxes. She?s also super nice and personable, like I?m talking with a long time friend. 10/10 would recommend.

IM Tax Advisors is an outstanding and professional CPA firm. Whether you are needing help with a personal filing or with more complex business returns and tax or accounting matters, IM Advisors is the answer. I?m an attorney handling complex business issues, and IM Advisors is the go to firm that I rely on for our legal matters requiring CPA support, and is also the CPA firm that I recommend to my clients.

Great serrvice. Fast, efficient, honest and accurate. We are very happy that Itchel is doing the bookkeeping for our LLC. Always there when you are looking for a solution of any problem. Absolutely recommended.

Appart from knowing Itchel who is the daughter of an old friend and Olga lidia who is my friend for more than 20 years I always receive a great service at the office. Very friendly and very profesional. You can feel at home there.

We were looking for someone to do our taxes this year and also I needed to get some advise for my small business, one of our friends recommended IM tax advisors! We decided to try them and we couldn't be happier, Itchel is very knowledgeable about her work and takes her time explaining all the details! We are very happy we found her and highly recommending her!

The best accounting service in Miami, Itechel, as well as the staff that works with her are extremely prepared professionals , very competent in what they do. This company is highly recommended for any accounting and immigration service.

Very detailed, professional trustworthy and helpful, ?IM Tax Advisors? is the best there is in the business Friendly, accurate and speedy service with a smile. The staff is very helpful and the owner/director Itchel is extremely sharp and knowledgeable Service fee is very reasonable and I?d say It actually pays for itself considering all the money savings with their help and advice. I recommend their services they are the best in the business

Olga has been amazing and super helpful assisting us with taxes and also accounting! Knowledgeable, friendly and they speak languages what makes it easy the communication and explanations.

Very professional team, providing fast and excellent services. They have the credentials and knowledge to advise you beyond taxes. They are always ready to help, highly adaptable. I have been doing business with them for the last 8 years and will continue coming back. They have worked hard for my business. Thank you for ALL your help!

For a very long time I was searching for a knowledgeable, trustworthy a dependable tax advisor. IM tax advisors has been an excellent choice and did a fantastic job for us. I sincerely recommend this company.

I always come to IM taxes advisors for my taxes . Olguita has been my accountant for the past few years. . Her knowledge and service is outstanding. Great service!! Thank you

Itchel has shown herself to be highly knowledgeable, insightful, patient, and thoroughly competent in both the financial advice she has given us in her preparation of our tax returns. This company is in good hands as it moves into the future.

Very professionals, providing excellent services. Always ready to help. We have been with this company for the last 7 years and all the team are amazing! I highly recommend this company!

IM provided me an Excellent service and their staff were very professional. I would recommend their services to all people and small business who live in the area. They were very nice and fun to work with.

Great place to do your taxes they explains everything about the process in perfect detail and makes declaring your taxes simple. I am very pleased with IM Tax Advisors, and I will be seeking their services again next year.

Very professional. I felt very secure that all were done correctly. Very nice way to file taxes with her.

Itchel is very professional! Friendly and is very punctual and will always answer all of your questions!!! Definitely recommend her!!!

Highly recommend IM Tax Advisors for all your tax and accounting needs based in its professionalism and large experience in all sorts of taxes individual and corporative for all USA states. Itchel, its CEO and FOunder is a Certified Public Accountant (CPA), fluent im English, Spanish and French languages

very professional they know what they're doing of immigration My Wife and Kids are here without no problem from Cuba everything they said step-by-step it was so real best place ever

I've been coming to this practice for years for my small business tax and accounting and now recently for my small business loan. The team is amazing, i love how they treat me like family.

The group is very profesional and they treat me with respect. I?ve been doing my taxes with them por several years and I?m pleased with the work they do.

My wife and I have been coming for YEARS, and we will never go anywhere else .. Hands down The Best Place. The service, the environment, honest people.

Amazing, the service is outstanding, olga the lady served me was so kind and knowledgeable. I suggest you this place for everything tax, marriages etc... go there and be you now you will be in good hands.

The group handled my taxes in time and very professionally. They were always available to provide responses to my inquiries very patiently.

If you are looking for an excellent, knowledgeable, trustworthy and friendly accountant, look no further. They are experts at what they do. Highly Recommended.

Professional and friendly. Very satisfied for the last seven years

Great experience, excellent and quick work.. This company has been a good election.

Very friendly reception. Everything is explained perfectly. All the work is done on time.

Always helps my family and I and has very understanding people.????

Excellent work and great customer service

Excellent. Very thorough and detail oriented. Professional

Great Team! Thank you for all your help! I am very pleased ??

very good attention and speed the employees are very attentive !!! 100% responsible and dynamic.!!!

Excellent. Everything was done very well and fast.

The Best place where your numbers and accounts are safe.

Excellent service ??

(Translated by Google) excellent service. My clients and I personally are very happy and grateful. It is not easy to find good professionals with whom there is little interaction, given that we are so far away physically, but communication is very good, and everything has worked perfectly. (Original) excelente servicio. Mis clientes y yo en lo personal, estamos muy contentos y agradecidos. No es facil encontrar buenos profesionales con los cuales hay poca interaccion, dado que estamos tan lejanos fisicamen

(Translated by Google) I've been doing my company's and personal taxes with the IM Tax Advisor team for over five years. The service they provide is excellent. I highly recommend them. (Original) Tengo m?s de 5 a?os haciendo los taxes de mi compa??a y los personales con el equipo de IM Tax Advisor. El servicio que prestan es excelente. Los recomiendo ampliamente.

(Translated by Google) IM Tax Advisors is an excellent team of professionals. The service they provide is 5 stars. They always respond very kindly and have had answers to all our questions related to taxes and legal matters. I recommend them 100% (Original) IM Tax Advisors es un excelente equipo de profesionales. El servicio que proveen es 5 estrellas. Siempre atienden con mucha amabilidad y han tenido respuestas para todas nuestras dudas relacionadas a impuestos y asuntos legales. Los recomiendo 100%

(Translated by Google) Olga helped me a lot with my taxes and immigration information. Very good service. Thank you. (Original) Olga me ayudo mucho con mis taxes y info de immigracion. Muy buen servico. Gracias

(Translated by Google) I contacted Olga through an acquaintance, and it was the best discovery of the year. I had a thousand doubts about how to start my residency and I contacted several people before her and none of them knew how to help me. Olga, a notary specialized in immigration, was able to advise me perfectly with everything, always super attentive to me and very accessible. She helped me with all the paperwork and the process from the beginning, she was always very clear with me, and I just had to

(Translated by Google) We have had a very good experience here. After searching in several places we have found a professional office. Itchel has been very attentive to us and has helped us a lot due to the great experience she has. We are very happy with the service we have received. (Original) Hemos tenido una muy buena experiencia aqu?. Despu?s de buscar en varios lugares hemos dado con una oficina de profesionales. Itchel ha sido muy atenta con nosotros y nos ha ayudado mucho por la gran experiencia qu

(Translated by Google) I used the services of IM Tax Advisors when I wanted to declare my federal taxes in the United States for the first time following my expatriation. I didn't know how the system worked in the United States and I was extremely well oriented and advised. Itchel and Olga explained all the steps to me and I am very satisfied with their work. I will come back to them again next year to redo my declaration. (Original) J?ai eu recours au services de IM Tax Advisors lorsque j?ai voulu d?clare

(Translated by Google) Excellent service from this company. Very professional. They prepare my personal and business taxes on time. They not only help me with taxes, but they've also offered me immigration services. I'm very grateful for the results. Highly recommended. Thank you very much. (Original) Excelente servicio que me brinda esta compa??a. Muy profesionales. Me preparan mis taxes personales y de empresa a tiempo. No solo en taxes me ayudan, tambi?n servicios de inmigraci?n me han ofrecido. Estoy m

(Translated by Google) 100% recommended, very professional, good service. Itchel and Olga are excellent advisors on this topic, I did my company's and my personal taxes. I was very calm and satisfied with everything. Thanks girls! (Original) Recomendable al 100%, muy profesionales, buena atencion. Itchel y Olga son excelentes asesoras en este tema, realice los taxes de mi compania y el mio personal. Quede muy tranquilo y satisfecho con todo. Gracias chicas !

(Translated by Google) Excellent service, they treat you like family. Whatever procedure you do with them, they follow your case until the end and never stop helping you resolve your situation, very professional and dedicated to their clients. Happy to have found them ?? (Original) Un servicio excelente , te tratan como familia . Cual quiera que sea el tr?mite que hagas con ellos te siguen tu caso hasta el final y jam?s dejan de ayudarte a resolver cu?l sea tu situaci?n muy profesional y entregados a sus c

(Translated by Google) Every year I do my taxes with them, excellent professionals and very good service, they are very friendly. Highly recommended agency. Thank you very much for always having good attention and fast service. (Original) Todos los a?os hago mis taxes con ellos, excelentes profesionales y muy buena atenci?n son muy amables. Muy recomendable agencia. Muchas gracias por siempre tener buena atenci?n y el r?pido servicio.

(Translated by Google) Excellent treatment, Claudia explained everything to me very well and the result was more than recommended. (Original) Excelente trato, Claudia me explic? todo muy bien y el resultado m?s que recomendado

(Translated by Google) Very professional and work quickly and efficiently. I've been with them for 12 years. I love Olga. It's special. Professional and friendly always (Original) Muy profesionales y trabajan rapido y eficiente. He estado con ellos por 12 A?os. Adoro a Olga. Es especial. Profesional g amable siempre

(Translated by Google) Very grateful for their services and help, even though I live in California, they have managed to handle all my paperwork without any problems. I recommend them. They are good at what they do. (Original) Muy agradecido de sus servicios y ayuda, a pesar que vivo en California se las han arreglado para aserme todos los tr?mites m?os sin problema, los recomiendo son bueno en lo que asen

(Translated by Google) Excellent service from all the girls in The Office, especially Olguita, very professional and they look for a solution to any problem, taxes, and immigration procedures 100% recommended (Original) Exellente servicio de todas las muchachas en La Oficina , Especialmente de Olguita ,Muy Profecionales y le Buscan solucion a cualquier problema , taxes, y tramites Migratorios 100% recomendadas

(Translated by Google) Work, service, quality, speed, super professional... I recommend them for their safety and transparency. Congratulations!!! (Original) Trabajo , atenci?n , calidad , rapidez s?per profesional .. los recomiendo con categor?a de seguridad y transparencia . Felicitaciones !!!

(Translated by Google) Very grateful for the work, they do everything very well with the taxes, super good service. (Original) Muy agradecido por el trabaj? que hacen todo muy bien con los tax una atenci?n s?per buena

(Translated by Google) Excellent service and very good price. I highly recommend it (Original) Excelente servicio y muy bien precio. Lo recomiendo mucho

(Translated by Google) Excellent service, a lot of responsibility and very professional customer service. (Original) Excelente servicio, mucha responsabilidad y una atenci?n al cliente muy profesional.

(Translated by Google) I'd like to leave my comment. I do so in many places. I'm very grateful for your service. (Original) Me gustar?a dejar mi comentario. Lo hago en mucho lugares. Estoy muy agradecido con su servicio.

(Translated by Google) The best option and very professional, I recommend them 100%. (Original) La mejor opci?n y muy profecionales las recomiendo 100%

(Translated by Google) A super special deal helped us with taxes, super everything (Original) Un tratro s?per especial nos ayud? con los tax s?per todo

(Translated by Google) Excellent and professional team, thank you for your attention (Original) Excelente y profesional equipo, gracias por su atenci?n

(Translated by Google) Very professional and very good service (Original) Muy profesionales y muy buena atenci?n

(Translated by Google) Excellent experience for my tax return. (Original) Excelente experiencia para mi declaraci?n de taxes.

(Translated by Google) Excellent work by the girls here. (Original) Excelente trabajo el de las chicas aqu?

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations