Sharff Wittmer Kurtz Jackson & Diaz PA

Tax Return Preparation, Accountants-Certified Public, Accounting Services

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51 Years

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(305) 666-7229Call Visit WebsiteVisit Website Map & DirectionsDirections4627 Ponce De Leon BlvdCoral Gables, FL 33146 Write a ReviewWrite Review

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Mon - Sat:	8:00 am - 6:00 pm

Sharff Wittmer Kurtz Jackson & Diaz PA

Tax Planning
At SWKJD we believe proper advance planning is the best defense in tax matters. Planning and projecting taxes and cash needs are as much a part of the typical client relationship as is the preparation of the actual tax returns. Through continuously updated tax software we provide our clients with the highest quality of tax planning and preparation services available. With over 70 years of experience in servicing South Florida, our staff has extensive knowledge in preparing all types of tax returns for both individuals and businesses.

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Accountants-Certified Public

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(561) 948-3864

2080 NW Boca Raton Blvd, Boca Raton, FL 33431

All Accounting Services - Davie

Website Directions More Info

(954) 736-4391

6907 Stirling Rd, Davie, FL 33314

More Info

Email: Email Business
Services/Products: Certified Public Accounting
Neighborhood: Riviera
Associations: Florida Institute Of Cpas,American Institute Of Cpas
Other Link: http://www.swkj-cpa.com
Categories: Tax Return Preparation, Accountants-Certified Public, Accounting Services, Financial Planning Consultants, Financial Services, Tax Return Preparation-Business, Taxes-Consultants & Representatives
Other Information: Certifications: Certified Public Accountants

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Phone: (305) 666-7229

Address: 4627 Ponce De Leon Blvd, Coral Gables, FL 33146

Website: http://www.swkj-cpa.com

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Sharff Wittmer Kurtz Jackson & Diaz PA

Tax Planning
At SWKJD we believe proper advance planning is the best defense in tax matters. Planning and projecting taxes and cash needs are as much a part of the typical client relationship as is the preparation of the actual tax returns. Through continuously updated tax software we provide our clients with the highest quality of tax planning and preparation services available. With over 70 years of experience in servicing South Florida, our staff has extensive knowledge in preparing all types of tax returns for both individuals and businesses.
Estate Taxes
Tax Services
Joseph started his accounting career at the firm in 2000 upon graduating from the University of Florida and was promoted to partner in 2006. Joseph currently is the managing partner of tax services at SWKJD and leads a team of highly skilled tax professionals working with clients both domestically and internationally in a variety of industries. Joseph is highly respected for his knowledge in domestic and international tax structures, inbound as well as outbound tax planning and compliance matters, tax planning for real estate developers/investors, and income/estate planning for high-net-worth individuals and family offices. He is as adept in international matters as he is with domestic tax situations, often working with our international tax professionals on voluntary disclosure cases, pre-immigration planning, offshore trust matters, and creating corporate structures to minimize worldwide taxation and ensure international tax compliance. His vast experience has allowed him to service multi-generational family businesses, trusts and estates in order to minimize both income and estate tax.
Income Tax

Accounting Services
Is the Managing Partner and has been practicing with our firm since 1997. He was promoted to partner in 2000. He has over 20 years of experience in the accounting field including: three years of experience in auditing with EY, a global leader in assurance, tax, transactions and advisory services. His extensive base of experience includes (1) advisory services to clients on accounting and tax matters, business acquisitions, sales and valuations (2) litigation support services to attorneys, providing calculations on loss of earnings, business valuations, divorce matters, contractual disputes, searches for hidden assets, as well as consultation on complicated accounting services. (3) audit, review, accounting and tax responsibilities range from small to large closely held entities in various industries including legal and medical professional service corporations, manufacturing, real estate, retail, healthcare, and others. Luis is a member of the American Institute Of Certified Public Accountants and the Florida Institute Of Certified Public Accountants.

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