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Miami, Florida · Tax preparer & health insurance agent

Tax preparation and health insurance in Miami, all in one place.

Tax preparer and Obamacare health insurance agent in Miami, FL. Personal and business tax returns, ITIN and EIN applications, Florida LLC formation and small business bookkeeping. I explain every step, calmly and with no fine print.

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Se habla español · Service in Spanish and basic English

Individual and business tax returns Health insurance: Obamacare, private, dental and vision Single and multi-member LLCs · Annual Report EIN · ITIN · Bookkeeping
Augusto Borges, tax preparer and health insurance agent in Miami
Educator by training

About me

I'm Augusto Borges

I walk you through every step so you understand your tax return and your plan, instead of just signing.

I'm a tax preparer and health insurance agent in Miami. I'm an educator by training, and that's how I work: I explain every step so you understand your tax return and your plan, instead of just signing.

I serve clients in Spanish and basic English, and I work with individuals, self-employed workers and small businesses.

Tax preparer Health insurance agent Spanish · Basic English Miami, FL

Services

Tax, insurance and business services in Miami

One place for your paperwork with the IRS, the State of Florida and your insurance. Fewer trips, fewer mistakes.

FORM 1040 · SCHEDULE C

Income tax preparation

Personal returns, self-employed (1099) workers, business owners and amended returns for prior years.

  • Child Tax Credit and Earned Income Credit
  • Electronic filing
  • Help with IRS letters
OBAMACARE · PRIVATE · DENTAL · VISION

Health insurance and Obamacare

We compare plans and explain what each one covers before you sign.

  • Obamacare plans (Health Insurance Marketplace)
  • Private health plans
  • Dental plans
  • Vision plans
SUNBIZ · ARTICLES OF ORGANIZATION

Florida LLC formation

We form your single-member or multi-member LLC, with the operating agreement and registered agent.

  • Name search and reservation
  • Registered agent
  • Changes and amendments
SUNBIZ · ANNUAL REPORT

Corporation and LLC Annual Report

Keep your Florida corporation or LLC active. We file your Annual Report on Sunbiz between January 1 and May 1.

  • Corporations (Inc., Corp.)
  • Single and multi-member LLCs
  • Updates to address, members and officers
FORM SS-4

EIN number application

Your business's tax ID number with the IRS. You need it to open a business bank account, hire employees and file taxes.

FORM W-7

ITIN number application

For people who need to file taxes and don't qualify for a Social Security number. We prepare your W-7 together with your tax return.

MONTHLY · QUARTERLY · YEARLY

Small business bookkeeping

Up-to-date books, bank reconciliations and profit and loss reports so you know how your business is doing.

  • Financial statements
  • Quarterly estimated taxes
  • Ready for tax season

Florida LLC

One member or several? Here's how your LLC changes

The number of members decides how your business files with the IRS. We help you choose and get everything in order.

Single-member LLC

One member

For the IRS
By default it's treated as your own business (disregarded entity).
Filing
Reported on your personal return with Schedule C.
Best for
Self-employed workers, contractors, drivers, service providers.
Multi-member LLC

Two or more members

For the IRS
By default it's treated as a partnership.
Filing
Form 1065 for the business and a K-1 for each member.
Best for
Partners who share investment, profits and decisions.

Both include: Articles of Organization on Sunbiz, registered agent, Operating Agreement, EIN and a reminder for the Annual Report, which is due every year between January 1 and May 1. We also review with you whether electing S-Corp tax treatment makes sense.

How we work

Four steps, no surprises

Consultation

We talk about your situation and tell you what you need and what it costs before we start.

Documents

We give you an exact list. Bring them to your appointment or send them as photos.

Preparation

We prepare your return, policy or filing and review it with you line by line.

Filing

We submit it to the IRS, Sunbiz or the insurance company and give you a copy of everything.

Get ready for your appointment

What documents should I bring?

Pick your service and check off what you already have. Coming prepared makes your appointment faster.

    Frequently asked questions

    What clients ask us most

    Can I file taxes without a Social Security number?

    Yes. If you're required to file and don't qualify for a Social Security number, you can apply for an ITIN with Form W-7. We prepare it together with your tax return.

    How long does it take to open an LLC in Florida?

    Online filings on Sunbiz are usually approved within a few business days. Then we apply for your EIN so you can open your business bank account.

    My LLC has two members. How do we file?

    By default the business files Form 1065 and each member receives a K-1 to report on their personal return. We also explain the S-Corp option.

    What happens if I don't file my corporation or LLC Annual Report?

    Florida charges a late fee after May 1, and if the report isn't filed, the company can be administratively dissolved. We help you catch up or reinstate it.

    Can you help me with Marketplace (Obamacare) health insurance?

    Yes. We check whether you qualify for a premium tax credit and compare plans. Keep in mind that the credit you receive is reconciled on your tax return with Form 8962.

    Do you do bookkeeping for very small businesses?

    Yes. We work with one-person businesses and small companies. You can choose monthly or quarterly service.

    Contact

    Book your consultation

    Tell us what you need and we'll reply with the document list and the cost of the service.

    Phone(786) 468-4387
    Email · Taxes, LLC and bookkeepingaugustobtaxes@outlook.com
    Email · Insuranceaugustobinsurance@gmail.com
    AppointmentsBy appointment only · Miami, FL
    Call or message on WhatsApp to schedule.
    Hours Monday to Friday · 9:00 a.m. – 6:00 p.m.
    Saturday · 9:00 a.m. – 1:00 p.m.
    Areas we serveMiami, Hialeah, Doral, West Miami, Little Havana, Westchester, Kendall and all of Miami-Dade County.

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