M&A Insurance & Financial Services, Inc.

It's Time For Open Enrollment

Take the next and consult your insurance agent!

As Open Enrollment Period (OEP) and Marketplace season ramp up, many individuals and families are making critical decisions about their healthcare coverage. But one key player often overlooked in this process? Your accountant.

A skilled accountant does more than balance books — they help you:

• Understand how your income impacts Marketplace subsidies and eligibility

• Avoid costly tax surprises tied to premium tax credits

• Strategically plan for deductions related to health insurance and medical expenses

• Stay compliant with ACA reporting and documentation requirements

Whether you're self-employed, managing multiple income streams, or navigating coverage for your household, having a knowledgeable accountant by your side can make all the difference.

Let’s make sure your financial and coverage decisions are aligned this season.

Warm regards,

M&A Insurance and Financial Services, Inc.

Doral
8200 NW 27th Street
Suite 113
Miami, FL. 33122
305-594-0774
info@mandainsurance.com

Palm Beach
851 Donald Ross Road
Juno Beach, FL. 3340
561-440-9940

Aventura
17971 Biscayne Blvd.
Suite 107
Aventura, FL. 33160
305-692-1915

Kendall
12380 SW 127 Ave
Miami, FL 33186
305-596-7600