Florida Tax Advisors was founded in 2003 with one goal in mind
—to provide our financial clients with a combination of
comprehensive (1) tax, (2) insurance and (3) financial services,
so that they are able to enjoy their retirement.
Who We Help
Retirees
Continue to enjoy your retirement and make guided investment decisions with our support. We also work with retirees on estate planning, tax planning, and more.
Those Nearing Retirement
Prepare for a financially secure retirement with our guidance on Social Security, tax laws, insurance, and investment strategies.
Those Experiencing a Major Life Transition
You don't have to navigate life's transitions alone. Whether you're newly widowed or divorced, or experiencing another major life event, we're here to help you financially navigate the next steps.
High Net Worth Individuals
Safeguard and continue to grow your wealth with our advanced estate planning, insurance, and investment management services.
Tax Services
Our dedicated team of income tax preparers and CPAs is available year-round to assist you with a wide range of tax services tailored to meet your unique financial needs.
Insurance
We assist clients in the risk management process by identifying potential financial hazards and offering tailored solutions.
Financial Planning
We take a comprehensive approach to financial planning, ensuring that our clients are well-equipped to work towards a lifestyle they envision.
Retirement Planning
Our retirement planning services are designed to help you navigate planning for the future, today.
Investment Services
Our goal is to provide direction and guidance, helping you work toward your desired investment objectives with a clear and strategic vision.
Estate Planning
We work closely with you to organize and preserve your financial affairs, guiding you through the complex process of estate planning.