For Individuals
It is never too late to start planning your future!
We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.
Financial Services for Individuals
If you feel your Financial Planning ideas don’t fit into any one of those categories, not to worry. Contact us and explain your situation. We’d love to set up an appointment to see how we can best meet your needs and help you start planning for the future.
Elder Care Financial Care
Estate Planning Done Right
Let Us Help:
How You’re Missing Legal Tax Deductions
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
What our Clients are saying
Carlos met my wife and I same day, carefully reviewed our documents, explained the options, and then maximized our deductions. He even offered to review our doc.s via email or in-person. He is a responsive and skilled tax professional!
Maximized our deductionsCombating Tipping Culture’s Impact on Cutler Bay, FL Wallets
Let’s start today with a reminder.If you filed for an extension and haven’t yet submitted your 2022 taxes, the deadline for doing so is coming up quickly. Let’s get things settled before October 16:305-235-6777And beyond that, the moratorium on paying student loans is...