We continue to be here for you during these challenging times. Whether it be via phone or teleconferencing, you can click here for your meeting. We welcome the opportunity to serve you.

Serving all of Tampa Bay
Hillsborough (813) 909-0022 | Pinellas/Pasco (727) 799-1701

Blog

Blog

How Does Covid-19 Affect Your Taxes?

Covid-19 affected every aspect of our everyday lives last year, so, why wouldn’t it impact the 2020 tax season as well? If you’re starting to file your taxes and are curious to know how the pandemic will impact your tax bill, here are a few key points to consider. The Tax Season Start Date Typically,…

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How to Minimize Taxes in Retirement

When it comes to money every penny counts, especially when you’re retired! Fortunately, there are plenty of ways to save money in retirement by minimizing your tax bill. The financial advisors at Maggi Tax Advisory and Financial Group offer tips on how to do just that… Diversity your accounts. When you withdraw funds from accounts such as traditional…

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5 Key Components To Good Estate Planning

One of the most confusing and hard to execute elements of a solid financial plan is the estate plan. From the complex legal documents to the challenges of maximizing the benefits left to heirs, and the personal relationships that must be considered, estate planning is no easy task. To help make the process seem less daunting,…

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5 Tips For Retirement Planning

Planning for retirement is a multistep process that takes time and wise investment choices. After all, to thrive in retirement, you’re going to need a substantial cushion to fund it. Here the financial advisors at Maggi Tax Advisory and Financial Group offer the following tips to help with your retirement planning. Tip #1: Timing is…

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Do I Still File Taxes After Retirement?

Between social security benefits, pensions, and IRA/ 401(k) plans, you’re likely aware of how much money you have saved for retirement. But do you know how much of that money will be taxed?? Because your after-tax income will affect how much money you really have to live on, this is an extremely important question to have answered. The financial…

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Locations

Palm Harbor

4114 Woodlands Pkwy,
Ste. 303B
Palm Harbor, FL 34685

(727) 799-1701

Tampa

212 Crystal Grove Blvd
Lutz, FL 33548

(813) 909-0022

St. Petersburg

3663 Central Avenue
St. Petersburg, FL 33713

(727) 799-1701

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