Our Story

TaxPlus Insurance was born from a deep calling to serve. Like many who come to this country, our founder, María Torres, experienced the confusion of facing a complex system, the language barrier, and the lack of a knowledgeable helping hand. Instead of seeing these challenges as obstacles, she transformed them into the seed that would grow into our company.

Looking back on her own beginnings more than 27 years ago, María understood how urgent it was to offer trustworthy guidance to the Latino community. Her personal story of overcoming obstacles and learning about insurance and taxes inspired her to build a business that truly understands the needs of its clients. For her, it was never just about providing a service—it was about building a bridge of understanding and support.

That’s why TaxPlus Insurance was founded on the personal experience of our founder. Her commitment to education and collaboration with other professionals led to a service that goes beyond simple transactions. Personalized attention and a true understanding of the challenges immigrants face have become the hallmark of our company, earning the trust that now allows us to serve thousands of people.

Our vision of guidance and support remains at the heart of TaxPlus Insurance. We work hard to create a safe space where the Latino community can manage their finances and insurance with confidence, backed by ethical and personalized advice.

“Serving you with my experience and knowledge is not just my job—it is my true calling and a heartfelt expression of gratitude to God and to my clients for the journey we have shared.”

Quienes Somos Nosotros
Who Are We?

TaxPlus Insurance is a comprehensive advisory firm specializing in insurance and tax planning, committed to the financial well-being and peace of mind of our clients.

We understand that protection and tax management are fundamental pillars for family stability and individual progress.

We combine our deep experience in the insurance market with a human approach focused on the unique needs of each person, offering personalized solutions and professional guidance that inspire confidence and security in every decision.

Mission

At TaxPlus Insurance, we are dedicated to the strategic integration of protection and tax planning solutions. Our mission is to provide individuals and families with personalized insurance coverage, and corporations with specialized tax consulting, thereby optimizing their overall well-being and long-term financial efficiency.

Mision Nosotros
Mujer poneindo pots en un vidrito
Vision

At TaxPlus Insurance, we envision a future where every person and every family feels secure and supported, both in their health and their finances. We want to be that trusted ally who truly listens to and understands your dreams and concerns.

Our goal is to go beyond insurance and taxes, offering an expert helping hand that gives you the confidence to build a calmer, more prosperous future. We want everyone who trusts us to feel valued, protected, and fully in control of their well-being.

Why Choose Us?

We are people helping people. Our story was born from our founder’s own experience, which is why in every interaction and in every plan we design, we put our heart and understanding of your needs first.

With us, you are not just another number. We listen to you, understand your concerns, and offer solutions that fit your life and your dreams. We strive to build a lasting relationship of trust, where you feel safe and supported every step of the way.

We are available 365 days a year—in other words, we never close.

Porque Elegirnos
Objetivo Corporativo
Corporate objective

We strive for sustainable growth through excellence in customer service, continuous innovation in our value proposition, and the building of long-term relationships based on trust and a deep understanding of individual, corporate, and family needs. In this way, we contribute to their overall well-being and financial security.

You will receive from Us
Ethics

We act with integrity, honesty, and transparency.

Truth

We provide our clients with clear and accurate information.

Professionalism

We offer personalized solutions of the highest quality.

Familiarity

We build close and trusting relationships.