Business Details
28 Years
experience
Emergency
services
Your Trusted Insurance & Tax Partner in Miami
Founded over 27 years ago by Maria Torres, Tax Plus has grown from a personal mission to help immigrants navigate complex financial systems into a trusted community partner. We specialize in providing tailored insurance solutions and tax services while maintaining a deep understanding of our clients' unique needs. Our team combines technical expertise with compassionate service, offering comprehensive coverage options and strategic financial planning.With bilingual support and a commitment to transparency, we ensure clients receive accurate information and personalized guidance. Our dedication to continuous improvement means we stay current with regulatory changes to provide reliable, up-to-date advice. We measure success through client satisfaction and long-term relationships built on trust and proven results.
Services
Health Insurance
Life Insurance
Medicare Solutions
Corporate Tax Services
Individual Tax Preparation
Details
- Year established: 1998
Highlights and features
- 27+ years of experience serving immigrant communities
- Bilingual English/Spanish expert guidance available
- Personalized insurance and tax strategies
- 365-day emergency support availability
- Transparent, no-surprise fee structure
What people say
Amazing experience
Immediate response
Always available
Professional team
Excellent service
Services
Health Insurance
We provide comprehensive health insurance solutions including ACA-compliant plans, Medicaid/Medicare coordination, and supplemental coverage options. Our experts help clients navigate enrollment processes, verify eligibility requirements, and select appropriate coverage levels. We maintain partnerships with major insurers to offer competitive premium rates while ensuring clients understand their benefits and limitations.
Life Insurance
Our life insurance services include term, permanent, and final expense policies tailored to individual needs. We offer no-medical-exam options and expedited underwriting processes. Our specialists help clients determine appropriate coverage amounts based on financial obligations and future needs while explaining policy features like cash value accumulation and beneficiary options.
Medicare Solutions
We specialize in Medicare Part A/B/D enrollment and Advantage plan comparisons. Our team explains coverage differences between Original Medicare and private plan options while helping clients understand premium costs, deductibles, and network restrictions. We provide annual plan reviews to ensure continued suitability as healthcare needs change.
Corporate Tax Services
We handle corporate tax preparation for LLCs, S-Corps, and C-Corps including quarterly filings and payroll tax reporting. Our services include deductible expense identification, tax liability projections, and compliance documentation preparation. We help business owners understand tax implications of different entity structures and optimize legitimate tax-saving strategies.
Individual Tax Preparation
Our individual tax services cover standard and complex returns including foreign income reporting and ITIN applications. We identify eligible credits and deductions while ensuring compliance with changing regulations. We provide extension filing assistance and audit support while maintaining year-round tax planning consultations.
People
Maria Torres
General Manager
Founder with 27+ years of experience guiding immigrant communities through insurance and tax challenges. Bilingual expert in financial security solutions.
Octavio Mirabal
Operations Manager
Insurance operations specialist ensuring smooth policy implementation and client service coordination across multiple product lines.
Daniela Duarte
Tax Assistant
Tax preparation expert focusing on individual returns and ITIN application processes for immigrant clients.
Jess Jimenez
Sales Manager
Insurance sales leader connecting clients with appropriate coverage solutions through personalized consultations.
Andrea Catalina Lozano
Human Resources Manager
HR specialist managing team development and ensuring high service standards across all client interactions.
Questions
What insurance options exist for undocumented individuals?
We offer private health insurance options and ITIN-compatible policies for undocumented residents needing coverage.
Can I get tax help without insurance?
Yes, our tax services are available independently through specialized consultations for individuals and businesses.
Do you offer virtual consultations?
We provide remote consultations via phone or video call for both insurance and tax services.
How do I verify agent credentials?
All our agents maintain active state licenses which we can verify upon request.
What happens if I miss open enrollment?
We help identify special enrollment opportunities or alternative coverage options when missing standard periods.
Do you offer payment plans?
Flexible payment arrangements available for both insurance premiums and tax service fees.
