Pro-Tax Advisory, LLC helps individuals, entrepreneurs, and businesses navigate complex tax, IRS, and compliance challenges with the discipline of a financial investigations firm and the precision of a strategy consultancy.

Most tax practices file returns. Pro-Tax Advisory holds the four highest credentials for tax representation, fraud examination, and compliance — under one roof.

The highest credential awarded by the IRS — unlimited practice rights in all 50 states and U.S. territories.

Fraud detection, financial investigations, and evidence-based case building from the ACFE.

AML risk, regulatory compliance, and due diligence to international standards.

Advanced practitioner in IRS collections relief, offers in compromise, and resolution strategy.
One practitioner. Four advanced credentials. A standard of expertise rarely found inside a single firm.
Taxation isn't merely a filing requirement — it's a powerful lever for protecting cash flow, unlocking relief, and preventing future IRS exposure. We design solutions that stop the bleeding now and build durable protection for what's next.
Explore our practiceProactive tax strategy that anticipates moves before they become deadlines.
Compliance discipline that reduces audit exposure and enforcement risk.
IRS representation that ends notices, liens, levies, and stalled cases.
Financial advisory that aligns tax decisions with long-term wealth.
As a licensed Enrolled Agent — the highest credential awarded by the IRS — we represent taxpayers in all 50 states and U.S. territories. End-to-end handling of collections, relief, audits, appeals, and business accounts.
The 5-step protocol
Stabilize
Immediate steps to pause or reduce enforcement where eligible.
Diagnose
Full transcript review, liability validation, and timeline mapping.
Strategize
Present the best-fit relief path — OIC, PPIA, CNC, abatement, appeal.
Execute
File, negotiate, and document to resolution with proactive error-proofing.
Protect
Ongoing planning to minimize future liabilities and notices.
As a Certified Fraud Examiner and CAMS-credentialed Anti-Money Laundering Specialist, we embed risk management, due diligence, and documentation discipline into every engagement. Positions designed for financial advantage and regulatory soundness.
Evidence-based case building, financial investigations, and forensic review of complex transactions and exposures.
Anti-money laundering programs, KYC review, and regulatory compliance built to international standards.
Audit-readiness, documentation discipline, and risk reduction frameworks for growing businesses.
We work with clients whose situations demand more than a return — they need a strategist, an advocate, and a credentialed examiner in the same chair.
High-income earners, expats, and households facing complex filings.
Founders managing multi-entity structures and growth-stage tax exposure.
Established operators with payroll, sales tax, and compliance demands.
Physicians, attorneys, and executives needing strategic representation.
Anyone facing notices, liens, levies, audits, or unresolved liability.

EA · CFE · CAMS · CTRS · CRPC®
With 20+ years in financial advisory and leadership roles — including at JPMorgan Chase and within public service — Nicolas brings a strategy-driven, compliance-first approach to resolving IRS problems for individuals, entrepreneurs, and small businesses.
As a licensed Enrolled Agent for over a decade, he carries unlimited practice rights before the IRS. As a Chartered Retirement Planning Counselor, he integrates retirement cash-flow and asset-distribution strategies with tax resolution — so solving today's IRS issue doesn't derail tomorrow's retirement.
His CFE and CAMS credentials bring fraud detection, due diligence, and AML risk discipline to every engagement — a standard rarely found inside a tax practice.
Four specialized credentials in one practitioner — EA, CFE, CAMS, CTRS — plus CRPC®.
Every position is designed for both financial advantage and regulatory soundness.
Full representation authority in all 50 states and U.S. territories.
Risk management and evidence-based casework borrowed from fraud examination practice.
Work directly with a senior practitioner — not handed off to a junior staffer.
Resolution paired with proactive planning so you don't return to crisis.
Our practice is based in Miramar, at the heart of South Florida's most diverse and entrepreneurial business corridor. We serve local founders, professionals, and multi-state operators with the depth of a major-market advisory firm.
Pro-Tax Advisory, LLC
3350 SW 148th Avenue, Suite 110
Miramar, Florida 33027
