Advance Insurance Group & Tax services
Where security, stability, and your satisfaction come together.
Certified Tax and Insurance Advisors.
About us
Advance Insurance Group & Tax Services
At Advance Insurance Group & Tax Services, we work with you to find the ideal solution for your needs.
Trust in our experience, responsibility, and professionalism, and enjoy the peace of mind that comes with complete protection for your life and your wallet.
Our Services
We are experts in protecting your health, your life, and your finances.
Health Insurance
Life Insurance
Dental Insurance
Final Expense Insurance
Medicare
Notary Public
Tax Preparation
Worker’s Compensation
Agent Training Programs
Audits
Accounting
General Liability
LLC, S-Corp, and C-Corp Formation in Florida
Testimonials
Let their experience be our testimony.
Our Team
We are a team of qualified professionals
dedicated to delivering the highest level
of service and expert guidance.
Yolanda Zambrano
CEO Advance Insurance Group & Tax Services
Pilar Valbuena
Accounting Specialist
Catherin Triana
Customer Service and Agent Support
Marcela Cifuentes
Sales Marketing
Adriana Gomez
Marketing Director
Tatiana Morales
Community Manager
FAQ
Frequently asked questions
The monthly cost of your health insurance varies depending on your zipcode, the number of people applying for the plan and part of your family group, and most importantly, your family’s annual income.
First, we need to talk to verify basic information about your needs and some personal details. Then, we will provide a quote to identify the best plans that suit your needs. Finally, if you agree, you will need to provide more detailed information about yourself and your family members, if applicable, in order to complete the application on the Health Insurance Marketplace and activate your health plan.
Each year, the tax season during which you must file your taxes with the IRS starts on January 27 and ends on April 15.
If you didn’t have time to file by these dates, you can request an extension (Form 4868) that will be valid until October 15. At Advance Insurance Group, we can assist you throughout the entire process.
Anyone who has earned income in the past year within the United States is eligible to file their taxes.
You should also note that if you had health insurance during the tax year you are filing and received a 1095-A form, you must include it on your tax return to avoid penalties.
It is a form sent by the Health Insurance Marketplace if you or someone in your family had medical coverage through the state Marketplace during the tax year.
This form is used to verify that you had health insurance coverage for all or part of the year and to determine the amount of the tax credit you received during that period. Remember, when filing your taxes, it is very important to submit this form along with all the documentation requested by your tax preparer.
The cost for preparing your taxes varies depending on their complexity.
The factors we evaluate to charge fairly include: the number of forms we need to include, whether you have had multiple sources of income, any previous tax issues, significant life changes such as divorce, pending claims, investments that generate capital gains or losses, among others.