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

There are so many other issues and problems which come up in the course of a normal business or family, let us be your “Easy Button” in paying attention to certain financial details that can easily get missed.

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

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Let Us Help:

Buying vs Renting in Cutler Bay, FL: A Few Considerations

The longest day of the year (Sunday the 20th) is next week, the official start of summer. We're taking our cues from the season and steadily working through extensions and year-round planning moves.AND we're also finding ourselves helping some Cutler Bay, FL people...

Tax and Financial Planning for Multi-Generational Caretaking for Cutler Bay, FL Families

Say it with me: four more weeks. Four more weeks until this crazy election cycle is behind us and we can all return to normal here in Cutler Bay, FL.Except, well, if it isn't. With the way that 2020 has been going, we might as well emotionally prepare for that...

Do Not Procrastinate Tax Filling In 2020 by Carlos Rosario

Have you met with us yet?The Super Bowl and the Oscars are over. The IRS has been accepting electronically filed returns for a couple weeks now.Which means, well ... it's about to get real. We are getting busy around here at Team Cutler Bay Tax Services.Which is why I...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

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!

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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 deductions

Sean G.

Combating 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...

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