Bilingual service · Serving the Hispanic community in the U.S.
Your well-being is your best investment
I'm Flor Briceño, a health and life insurance agent and IRS-certified tax preparer. I help you protect your family and sort out your taxes, in your language and without the jargon.
IRS-certified · Bachelor's in Business Administration
IRSCertified
IRS certified
Bachelor's in Business Administration
Service in English and Spanish
Serving the Hispanic community in the U.S.
Health & life insurance
Protect what matters most, before an unexpected event decides for you
As a health and life insurance agent, I help you find a plan that fits your budget and your family's real needs — explained in plain language, with no fine print that nobody translated for you.
- Health insurance (Marketplace plans)
- Term and permanent life insurance
- Review of the policies you already have
Taxes · IRS-certified
Your taxes, prepared with care and without the headaches
I prepare your personal and small business tax returns, looking for the credits and deductions you're entitled to and making sure everything complies with IRS regulations.
- Individual and small business tax preparation
- Expert tax advice
- Compliance with IRS regulations
Additional services
Guidance and paperwork for your family finances
Besides taxes and insurance, I guide you through other important financial decisions — so you have one trusted place to turn to instead of asking around separately.
- Personalized financial guidance
- Help with paperwork and documentation
- Ongoing support, not just during tax season
In my words
"Don't let an unexpected event catch you by surprise."
"Prevention is better than regret."
"Your well-being is your best investment."
About
Hi, I'm Flor Briceño
I have a degree in Business Administration, and I'm a health and life insurance agent and an IRS-certified tax preparer 🇺🇸. Every day I work so the Hispanic community in the United States has access to clear financial services, in their own language and without jargon.
My work isn't just filling out forms — it's helping you make better decisions for you and your family, whether that's protecting their health and future or meeting your tax obligations on time.
- Bachelor's in Business Administration
- IRS-certified Tax Preparer
- Health and life insurance agent
How it works
From your first appointment to your plan, sorted
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01
Book your appointment
Message me on WhatsApp, call, or fill out the form. Tell me what you need and when works for you.
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02
We talk, no commitment
We go over your situation calmly, in the language you prefer, and I explain your options clearly.
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03
You leave with a clear plan
Documents, next steps and dates — you know exactly what comes next and when.
Frequently asked questions
Before you write to me
I mainly work in Spanish, with the U.S. Hispanic community in mind. If you prefer English, we can absolutely work that way.
At your appointment I give you a clear checklist for your case (personal or business). In general: ID, Social Security number or ITIN, W-2/1099 forms and expense receipts if applicable.
Health insurance covers your everyday medical care. Life insurance financially protects your family if something were to happen to you. Many people need both, and I help you see which one makes sense first based on your budget.
The first conversation to understand your case is free. If you decide to move forward with a service, I explain the exact cost before we start.
Yes, I prepare both personal and small business taxes, and I can guide you on the basic financial and administrative side of your business.
Book your appointment
Let's talk about your situation
Tell me what you need and I'll reply the same business day. You can also message me directly on WhatsApp or call.
- (321) 440-9269
- Message me on WhatsApp
- info@jjfinancialservices.com
- Mon–Fri: 9:00 am – 6:00 pm
- @jj_financialservices