CC Tax & Advisory

Terms And Conditions For Use Of This Site

Effective: November 13, 2023

At CC Tax & Advisory, we respect your concerns about privacy. This policy was developed so you may visit and use our site without being concerned about how this information is being used. In a nutshell, we do not and will not sell, rent, nor pass your information onto any third parties. If you have any concerns, please contact us.

CC Tax & Advisory is bound by professional standards and ethics. We strive to ensure that your information is always protected and your right to privacy is honored and respected. We will not collect any personal information about our website visitors unless it is voluntarily submitted, in which case we will act in a responsible manner to protect your personal information.

As part of the services that we provide, we do collect nonpublic information from you from the following sources:

Information we receive from you on tax organizers, worksheets and other financial documents;Information about your transactions with us, our affiliates, or others;Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic, personal information about our clients or former clients to anyone, except as permitted by law. We give users choice and consent over how their personal information is used, and remove names upon request. If you want to modify or delete any personal information you have provided, simply contact us at (305) 815-2195.

Third Party Use

We will NOT release your name or any information pertaining to you to other organizations. Your email address will not be released to any third party. We will not share with others any demographic information that you may provide us that can be identified as relating to you personally.

No Rendering of Advice

The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.

Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Accuracy of Information

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.

We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Disclaimer of Warranties and Limitations of Liability

This website is provided on an “as is” and “as available” basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

Links to Third Party Websites

For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

Services

Tax Preparation & Planning

Have peace of mind knowing your business and personal tax returns are filed in compliance with all federal, state, and local regulations. Additionally, we provide proactive tax planning that maximizes tax savings and improves your tax efficiency in an ethical manner.

Full Service Accounting

Gaining control of your finances allows you to make your best business decisions while allowing you to spend more time on your area of expertise. We provide you with the financial reports needed to see your business go to the next level.

Business Advisory Services

Advisory services to help maximize profitability by reviewing and analyzing your business financials with year-round support. We provide the necessary tools for you to make effective business decisions.

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just like you...

Miguel Telleria, MD

Miami Wellness - Pain Relief Center

"I could not be happier with CC Tax & Advisory! They are always available and eager to answer any of my questions and most importantly have the mindset of a teacher. They always go the extra mile to have me understand what’s going where and why we implementing certain strategies. Two thumbs way up!"

Janet Villalobos, ARNP

Ashley Health Inc.

"CC Tax & Advisory has been a game changer. I no longer worry about my taxes at the end of the year and each month I receive complete financial statements that are systematically organized and balanced. They provide a wide variety of services whether you just want end of the year taxes done by a conscientious professional or need more in-depth work throughout the year, you will not be disappointed. Highly recommend!!"

Andres Rodriguez,D.O.

Gastroenterologist

"Michael would be a great help to any physician in need of optimizing their current financial situation and improving their overall tax efficiency! His tax planning and strategy is exactly what I was looking for. He has your best interest in mind and will update your tax plan in accordance with the law and your specific needs. 5 star service!"