Paul D Diaz EA MBA Tax & Wealth Advisor

Paul D Diaz EA MBA Tax & Wealth Advisor Paul D.

Diaz, EA, MBA | Tax & Wealth Advisor | Dave Ramsey Trusted Tax Provider serving Metro Orlando, Metro Jacksonville, Greater Lakeland Area, Osceola County, Lake County, The Villages, Space Coast, Treasure Coast, & First Coast.

06/22/2026

Need summer child care while school is out? Learn which child care expenses may qualify for valuable tax benefits for working parents.

06/15/2026

Surrendering, selling, or transferring a life insurance policy can lead to different tax implications. Watch this video for a brief overview.

06/08/2026

Taxpayers with deferred capital gains in Qualified Opportunity Funds should prepare now for the potential tax liability due in 2026 and explore available tax-saving strategies.

06/02/2026

Learn how Health Savings Accounts and High-Deductible Health Plans can lower taxes, reduce healthcare costs, and help build long-term savings.

06/01/2026

If your withholding is insufficient or you receive income without tax withholding, you may need to make an estimated tax payment by June 15.

05/18/2026

The combination of HSAs and HDHPs can be a good option to empower consumers with greater control over their healthcare spending with tax advantages.

05/11/2026

Section 529 plans are a powerful financial tool designed to encourage saving for future education costs in a tax-advantaged manner.

05/04/2026

Learn how OBBBA changes opportunity zone investments after 2026, including new deferral rules and the return of the 10% basis step-up.

05/01/2026

New policies target drug prices and retirement access. Here’s what the latest White House announcements mean for Americans.

04/30/2026

Waiting on your tax refund? Learn why delays happen, what a CP53E notice means, and the steps you can take now to track and resolve your refund.

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740 Florida Central Parkway
Winter Springs, FL
32750

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+18885251040

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