Protect your wealth. Structure your business. Secure your legacy.

A Miami boutique firm that designs the tax, corporate and wealth structure of businesses and families across the U.S., Latin America and Europe, backed by an ecosystem of specialists who carry it out.

  • Enrolled Agent
  • NTPI Fellow®
  • CTR™
  • CAA

Professionals authorized to represent taxpayers before the IRS in all 50 states.

What we do

One firm that sees your business, your wealth and your family as a whole.

Corporate Structuring

We design your company's corporate structure in the U.S. and across borders, with order, tax efficiency and risk separation.

View service

Wealth Protection

We define how your wealth is held, protected and passed on so your family and business carry on.

View service

Risk Control

We identify what could stop your business or leave your family exposed, and design how to cover it.

View service

Strategic Tax Advisory

U.S. and international tax advice before you invest, sell, relocate or expand.

View service

How we work

  1. Diagnosis

    We review your business, your wealth and your family.

  2. Design

    We propose the structure and the protection plan.

  3. Execution

    We coordinate each piece through our ecosystem.

  4. Review

    We review annually and adjust for changes in law or life.

The PAG ecosystem

PAG designs; our specialized companies execute.

Tax Planning Plus

Tax Services and Business Services: preparation, compliance, bookkeeping, payroll, entity formation and ITIN.

About TPP

SOLON

Tax defense and representation before the IRS, the state and in international compliance.

About SOLON

Why PAG

  • Boutique attention: you work directly with the person who designs your strategy.
  • Real credentials before the IRS, not promises.
  • An integrated view of business, wealth and family.
  • An international perspective with a presence in Miami.
  • An independent partner to cover the risks we identify.

Independent partner

Andrade Insurance Broker

Independent insurance agency with its own license. Places the coverage designed in Risk Control. More on alliances

Let's talk about your business and your wealth.

Email us or message us on WhatsApp and we will reply personally.

Contact us
WhatsApp