Clear priorities
We start with outstanding items and the decision you need to make.
FOR ENTREPRENEURS BUILDING IN THE U.S.
Your U.S. business.
Books and taxes in order.
Bookkeeping, tax return preparation, and financial management to organize your business finances. Service in English and Portuguese, with a defined scope and professional review.
Tell us what you need. We define the scope before engagement.
OUR SERVICE COMMITMENTS
- Scope before engagement
- Organized documentation
- Professional review
THE INTER ONE APPROACH
From documentation
to your next decision.
MIAMISÃO PAULOEXPLORE INTER ONE ↓
WHERE TO START
What do you need to organize now?
FROM INFORMATION TO DECISIONSFROM INFORMATION TO DECISIONS
See what came in, what went out, and what needs attention.
Statements, receipts, and returns tell different parts of the same story. Inter One organizes that information so you can follow your business and prepare upcoming deliverables on a documented foundation.
Organized numbers
Classification, reconciliations, and reports under the agreed scope.
Coordinated countries
Brazilian and U.S. information handled with distinct responsibilities.
Technology with review
Tools support execution; conclusions require professional analysis.
CONNECTED SERVICES
Get the support your operation needs, with clear deliverables.
SITUATIONS THAT NEED ATTENTIONUnderstand your business before choosing the next step.
Financial Operations & Management
Accounts, reconciliations, close, and reports to follow cash flow and results.
Tax Returns & Obligations
Return preparation connected to the taxpayer’s documents and information.
Brazil–U.S. Coordination
Income, assets, businesses, and obligations organized by country.
E-commerce & Margins
Revenue, fees, costs, and expenses organized to understand operating results.
Business Automation
Routine and integration assessment to reduce manual work, subject to feasibility and scope.
CONTEXT → SCOPE → EXECUTION → REVIEW
Business ownersIndependent professionalsHealthcareInvestors & Real EstateE-commerce
- Cash flow and results are hard to follow
- Books are behind before tax preparation
- Documents are spread across accounts and systems
- Questions about Brazilian and U.S. information
- Manual routines take time away from management
INDUSTRIES & OPERATIONS
CleaningConstruction & RemodelingE-commerceTransport & DriversProfessional servicesReal EstateHealthcare
U.S. TAX CENTERMIAMI · FL
MIAMI · 1221 BRICKELL AVENUEMIAMI, FLORIDA
TAX & BOOKKEEPING · UNITED STATES
Prepare your taxes with the right documents.
Need a personal return, business support, or bookkeeping cleanup? We start with the period, income sources, and available documents. Understand the work required before engagement.
ProfessionalsSmall & Medium BusinessesFamiliesReal EstateTax Season
Personal Tax Return · Form 1040
Personal return preparation and schedules applicable to your situation.
Business Tax Return
Preparation for your entity classification, including Forms 1120 and 1120-S where applicable.
Estates & Trusts
Information organization and coordination of preparation and specialist review needs.
Assets & Transfers
Document collection and identification of matters requiring specific assessment.
Bookkeeping & Reconciliations
Books organized by period to support reports and tax preparation.
Brazil–U.S. Information
Income, assets, and businesses identified by country before preparation.
ACCOUNTING & PREPARATION · BRAZIL
Organize your operation to assess tax changes.
Invoicing, master data, contracts, and cash flow need to connect. We map how your business operates and which information and processes need review before defining changes.
CNPJERP & Fiscal DataPricing & MarginCash FlowReal Estate
Tax data
Identify records, documents, and the people responsible for each input.
Collections & Cash
Map flows and assumptions to assess operational impacts.
ERP & Invoicing
Identify integrations and stages that need adaptation.
Pricing & Margins
Organize costs, revenue, and assumptions for commercial decisions.
BRAZIL TAX REFORMSÃO PAULO · BR
SÃO PAULO · AV. BERRINI, 1748SÃO PAULO, BRAZIL · IBS · CBS · SPLIT
BRAZIL ↔ UNITED STATES
Information in two countries. One coordinated process.
You do not have to work out the document list, periods, and responsibilities on your own. We organize the context and separate each country’s needs before defining the work.
MIAMIU.S. SERVICESÃO PAULOBRAZIL SERVICE
PEOPLE · COMPANIES · INCOME · ASSETSTAX → ACCOUNTING → DOCUMENTATION → REVIEWOWNERS · DEADLINES · BALANCES · EVIDENCE
Your situation
People involved, income and asset locations, and periods requiring review.
Your documents
A targeted list with outstanding information identified.
Country responsibilities
Clarity on who prepares, reviews, and follows each stage.
Your next step
Scope and priorities based on the information available.
FAMILY, WEALTH & CONTINUITY01BUILD02GROW03PROTECT04TRANSFER
FAMILY, WEALTH & CONTINUITY
Organize the information your family may need tomorrow.
Start with assets, businesses, beneficiaries, and goals. Inter One organizes the accounting and tax assessment and coordinates legal needs with qualified professionals when required by the scope.
Family overview
Goals, people involved, and existing documents.
Business continuity
Partners, responsibilities, and transition information.
Brazil–U.S. assets
Assets and documents organized by country.
Review priorities
Questions to assess before choosing a structure.
HOW WE WORK
Know what happens after your first contact.
Understand your need
Individual or business, countries involved, period, and objective.
Define the proposal
Services, documents, responsibilities, fees, and terms.
Organize the work
The team prepares deliverables and identifies questions.
Review and deliver
Review of agreed items and guidance on the next stages.
CONTINUING YOUR SERVICE
Already a client? Access your TaxBridge environment.
Use the access provided during your engagement. The team explains how to share documents and follow the work according to the services and features available for your case.
Access my TaxBridge↗︎FIRST CONTACTUnderstand the need → Define the service
→AFTER ENGAGEMENTOrganize documents → Execute → Review
Context
Tell us what you need to organize.
Proposal
Scope, deliverables, and terms are defined.
Service
The team provides channels and document requirements.
Review
Outstanding items and deliverables are reviewed under the agreement.
WORK PROCESS
inform → organize → prepare → review → deliverINTER ONE SMART TOOLS
Not sure where to start? Use a checklist.
Answer six questions to see which information needs attention. The automatic result is educational and free, requires no registration, and does not replace professional analysis.
CONTENT FOR YOUR BUSINESS
Understand the topic before deciding what to do.
Introductory guides to organize questions, documents, and next steps before an individual review.
How to prepare your books before the next tax season
Close, reconciliations, documents, and attention areas that turn bookkeeping into tax readiness.
01Why CBS, IBS, and Split Payment require operational review
An executive map of impacts across ERP, invoicing, contracts, margin, cash flow, and governance.
02Tax residency, assets, and companies across jurisdictions
The facts and documents that must be separated, reconciled, and reviewed between Brazil and the U.S.
03What to map before discussing a trust, holding company, or will
Goals, beneficiaries, businesses, assets, and responsibilities before selecting any instrument.
04MARKET INTELLIGENCEDELAYED REFERENCE DATA · EXTERNAL SOURCES
USD / BRL —FrankfurterBTC / USD —CoinGeckoSÃO PAULO ↔ MIAMI 1221 / 1748Inter One
INTER ONE INTELLIGENCE TV
Explore our approach through short videos.
Content published by Inter One on tax residency, asset protection, and business intelligence.
Tax Residency · PT
DECLARACAO DE SAIDA FISCAL DEFINITIVA DO BRASIL
Featured video from Inter One International's official channel.
1:29CURATED VIDEOS
1 / 3
Tax Residency · PT
DECLARACAO DE SAIDA FISCAL DEFINITIVA DO BRASIL
1:29Family & Wealth · ES
Asset Protection / Blindaje Patrimonial / Blindagem Patrimonial
0:31Business Intelligence · PT
VidnozVideoEnhancer
0:32BRAZIL–U.S. SERVICE
A personal conversation, wherever you are.
Remote meetings and in-person service by appointment. Tell us your location so we can arrange a suitable format.
MIAMI1221SÃO PAULO1748MIAMI · SÃO PAULO · REMOTE SERVICE
BR / OFFICE
São Paulo
Av. Eng. Luiz Carlos Berrini, 1748, Sala 1710Cidade Monções — São Paulo/SPDiscuss my situation ↗︎COMMON QUESTIONS
Before you contact us, get answers to common questions.
How much does the service cost?
Fees depend on the service, period, volume, and documentation. The proposal sets out the scope and terms before engagement.
Can I contact you if my bookkeeping is behind?
Yes. Tell us the periods and accounts involved. We first assess the organization needed to define the work.
Do I need to send documents at first contact?
Start by describing the situation. The team explains which documents are needed and the appropriate channel for sharing them.
Can the service be remote?
Yes. We can arrange remote meetings. In-person service requires an appointment.
Does the checklist resolve my case?
The checklist organizes attention areas. Professional conclusions and services require complete information, review, and engagement.
START WITH YOUR SITUATION
Tell us what you need to organize. Let’s define your next step.
Tell us whether you need personal or business support, the countries involved, and the period or deadline that concerns you. We use that context to define the service and proposal before engagement.