Professional Tax Preparation,
Wealth Management and Financial Planning

 

North Florida Money Management offers tax preparation and investing.  We strive to create long term relationships with our clients and work in partnership with you, to assist you in every aspect of your finances.

We are not limited in our approach and have access to investment tools others may not have.  The benefit to you is more choices and the opportunity to use the right tool for the job at hand. Taxes and investments are inextricably linked. Working with people who are professionals in both fields can have a positive impact on your long-term financial outlook.

Our Services

Tax Preparation & Planning | North Florida Money Management

Tax Preparation

North Florida Monday Management provides personal tax preparation for families throughout Florida and around the country. We are proud that nearly all of our clients have been referred to us by existing clients. There is no bigger compliment than having our clients recommend us to others. Unlike some of the big names, we don’t just set up shop for the season and then disappear until the next tax year. We
Retirement Planning Services | North Florida Money Management

Retirement

How well you “sleep at night” is very important to us. The most important thing we can do is make sure you understand your options for investing and saving and are comfortable with the strategies for your personal retirement plan. There are many choices out there and ways of investing. New approaches come on the scene every year. Each method is designed to create options that fit an individual’s comfort
Wealth Planning & Preservation | North Florida Money Management

Wealth Management and Preservation

Now that you are in retirement, your goals have changed. It may no longer be about accumulation, but about preservation and distribution. Let us help you wisely manage your assets so that you can continue to enjoy the lifestyle you have worked hard to create for you and your family.

Our Team

Call or email us today to set up a consultation.

Contact Us

Latest Posts

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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Kristin Gibson |
Categories
Retirement
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we expect to feel in our anticipated retirement. 1 With that, we tend to overestimate our future emotions, thinking...
An overhead view of someone walking on a tightrope high above a forest.

How to Stay Invested in Volatile Markets Without Losing Sleep

Kristin Gibson |
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...
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The New Face of Fraud: How AI Is Changing the Scam Game

Kristin Gibson |
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...

  • We Offer Year Round Tax Preparation

    The tax season never really ends.  The IRS wants you to file and will accept your returns at any time, for any year.  If you have not yet filed your 2024 return, we can still do that, as well as file any previous year returns.

  • Are you contributing to a retirement account?

    If you need to set up an account for the first time, or you want to consolidate accounts and begin having more direct control over where you money is invested, North Florida Money Management can help.  We find that our clients like the idea of having their retirement money close to home and to be actively involved in directing where the funds are invested.  In addition, having professionals that you can sit across the desk from and discuss your finances and investments can lead to a better sense of confidence in your overall planning.

  • You received a letter from the IRS. Now what?

    Seeing the letters IRS in the return address of a letter is never fun.  It can bring on fear, anxiety and confusion.  The worst thing you can do is to ignore it.  When the IRS does not get a response, you make yourself more of a target and things can go south quickly.  Take the time to closely read the letter and determine what has triggered their inquiry . Find the response deadline date and put it on your calendar.  If you need more time to assemble the items that they are requesting,  make sure that you contact them before the deadline.  The IRS is happy to work with you and extend the response deadline date...but they want to hear from you!