Professional Tax Help

Our Vision & Mission

At PTH Financial & Insurance, we are guided by a strong vision and mission that shape every aspect of our operations and interactions. Our mission is to build lasting relationships with our clients based on trust, transparency, and a deep understanding of their diverse financial needs. We strive to provide products and services that not only meet but exceed their expectations, empowering them to make informed decisions and achieve their financial goals. We are committed to creating a work environment that values the contributions of our employees, fostering a culture of continuous learning, growth, and collaboration.

Building Relationships, Shaping Success

We believe in going beyond simply providing accounting, tax, and insurance services. We aim to be a trusted advisor, a partner who actively works alongside our clients to navigate the complexities of the financial world. Our personalized approach ensures that every interaction is tailored to the unique circumstances and aspirations of each individual or business.

Our Expertise: A Comprehensive Suite of Services

PTH Financial & Insurance is a full-service firm offering a comprehensive array of financial solutions. Our expert team has the knowledge and experience to handle a wide range of needs, including:

• Tax Services: From individual income tax preparation to complex corporate tax strategies, we offer tailored solutions to minimize your tax liability and ensure complete compliance.
• Bookkeeping: Maintaining accurate and organized financial records is essential for any business. Our expert bookkeeping services ensure that your financial data is always up-to-date, allowing for informed decision-making and better financial management.
• PEO Services: Simplify your HR management with our comprehensive PEO (Professional Employer Organization) services. We handle payroll, benefits administration, compliance, and other HR-related tasks, freeing you to focus on growing your business.
• Insurance: Protect what matters most with our robust insurance offerings. We work with top-rated carriers to provide tailored policies that meet your unique needs, whether it's business insurance, personal insurance, or specialized coverage.

• Payroll Processing: We ensure accurate and timely payroll processing, handling all the complexities of wage deductions, taxes, and employee payments.
• Wealth Management: Our wealth management services help you build and preserve your assets for the future. We offer personalized investment strategies, retirement planning, and financial planning advice to help you achieve your long-term financial goals.
• IRS Consultation: Facing an IRS audit or tax issue can be daunting. We provide expert guidance and representation to navigate the complexities of the IRS and protect your rights.
• Other Engagements: We also offer a range of other services, including forensic accounting, fraud investigation, and business valuation, to meet the evolving needs of our clients.

Our Team: Experienced Professionals Dedicated to You

At PTH Financial & Insurance, our team comprises highly skilled and experienced professionals dedicated to providing exceptional service and support. We are committed to building long-term relationships with our clients, understanding their unique needs, and providing personalized solutions that empower them to achieve their financial aspirations.

Meet the Leaders Driving PTH Forward

We believe in the power of strong leadership to drive success. Our team is led by experienced professionals who bring a wealth of knowledge and expertise to the firm. Their guidance and vision ensure we remain at the forefront of our industry, delivering cutting-edge solutions and exceptional service to our clients.

Serving You Across Multiple Locations

We are proud to serve our clients from multiple convenient locations across Florida and New Jersey.

Global Collaboration, Local Expertise

Whether you are based in Miami, Orlando, New Jersey, Plantation, or Coral Gables, PTH Financial & Insurance is here to provide you with the personalized attention and expert guidance you deserve.