Family Services Insurance and Taxes is a bilingual insurance agency and tax preparation office in Orlando. We compare plans from multiple insurance companies to find the right coverage at the right price, and we prepare your taxes accurately so you keep more of what you earn.
Most families need both: the right insurance and a tax return done correctly. We handle both under one roof, with the same people who know your situation.
We are not tied to one carrier. We shop your coverage across several insurance companies and explain every option in plain language.
From a simple W-2 return to self-employment, small business and ITIN cases, we prepare and e-file your taxes and look for every credit you qualify for.
Medicare, health insurance enrollment and tax season each have firm deadlines. Here is how much time you have left.
Your chance to join, switch or drop a Medicare Advantage or Part D plan for next year. We review your doctors and medications with you.
Review my Medicare optionsEnroll by December 15 for coverage that starts January 1. We help you compare Marketplace (Obamacare) plans and check if you qualify for financial help.
Reserve my enrollment appointmentFiling early means getting your refund sooner and more time to fix any issue. Book your spot before the busy season fills up.
Book my tax appointmentA captive agent can only sell one company's products. As an independent insurance agency in Orlando, we compare options from several carriers, so you can choose based on price, coverage and service.
Fill out the short form, call, or message us on WhatsApp. It takes about two minutes.
We quote several insurance companies or review your tax documents, then walk you through the options in your language.
Pick the plan that fits your budget. We take care of the paperwork, the filing and the follow-up.
Family Services Insurance and Taxes helps individuals, families and small business owners across Orlando and Central Florida protect what they have built. Our bilingual team explains insurance and taxes clearly, answers your questions, and stays with you year after year.
A bilingual team of women who know Obamacare, life insurance and taxes, and who care about every family that walks through our door. When you call us, you talk to one of them.
Prefer to choose your own time? Book on our online calendar.
Health insurance and Obamacare, Medicare, life insurance, supplemental accident & hospital insurance, and dental & vision plans. We quote several insurance companies at once and explain the differences in English or Spanish, so you pay for the coverage you need and nothing you don't.
Coverage for every stage of life, compared across several insurance companies for you.
Individual and family health plans through the ACA Marketplace, with help checking if you qualify for tax credits that lower your premium.
Get a quoteMedicare Advantage, Medicare Supplement (Medigap) and Part D drug plans. Turning 65 or already on Medicare? We compare plans with your doctors and medications.
Get a quoteTerm and whole life insurance so your family can pay the bills, the mortgage and future plans if something happens to you.
Get a quotePlans that pay you cash if you have an accident or a hospital stay, to help with deductibles, copays and everyday bills while you recover.
Get a quoteStand-alone dental and vision plans for checkups, cleanings, glasses and more.
Get a quoteTell us about your family and budget. We review your options for free and recommend what makes sense.
Get a free reviewDepending on your household size and income, you may qualify for a premium tax credit that lowers your monthly payment. We compare Marketplace plans with you, check your doctors and medications, and handle the application from start to finish.
Medicare has many parts and many choices. We sit down with you, review your doctors, medications and budget, and explain the difference between Medicare Advantage, Medicare Supplement and Part D plans so you can choose with confidence.
When your renewal comes in higher, we don't just send you the bill. We compare your policy again with other carriers and show you whether switching saves money, and what changes in your coverage if you do.
Fill out the short form, call, or message us on WhatsApp. It takes about two minutes.
We quote several insurance companies or review your tax documents, then walk you through the options in your language.
Pick the plan that fits your budget. We take care of the paperwork, the filing and the follow-up.
Personal and self-employed tax returns, small business taxes, ITIN applications, prior-year filings and help with IRS letters. We e-file accurately, look for every credit you qualify for, and answer your questions in English or Spanish.
Pick who you are to see the services that fit.
W-2 income, dependents, education and health insurance forms. We check the Child Tax Credit, Earned Income Tax Credit and other credits for your family.
Rideshare and delivery drivers, cleaners, contractors and freelancers. We report your income and the business expenses you can deduct.
Tax returns for LLCs, S corporations and sole proprietors, plus guidance on estimated payments and recordkeeping.
Help preparing Form W-7 and supporting documents, for new ITINs and renewals, so you can file your taxes.
Missed a year or made a mistake? We prepare past-due and amended returns so you can get current and claim refunds you are owed.
Received a notice from the IRS? Bring it in. We explain what it means and help you respond on time.
Plan ahead for estimated taxes, deductions and life changes so April has no surprises.
Help registering your LLC and getting an EIN so your business starts organized from day one.
Had Obamacare? We reconcile your Form 1095-A so your tax credit is reported correctly, and we can review your coverage too.
Tick each item as you gather it. Your progress is saved on this device, so you can come back later.
Use the form below, call, or send us a WhatsApp. Choose in-office or remote.
Use our checklist. We review everything and ask about credits and deductions you may have missed.
We e-file your return and you can receive your refund by direct deposit. We stay available if the IRS has questions.
Choose the time that works for you and you will get a confirmation right away. Prefer that we call you? Use the short form below the calendar.
Many of our tax clients save by reviewing their health, life, supplemental and dental coverage with us. Same office, same trusted team.
Family Services works with independent agents across the United States. You run your own business on your own schedule, and we give you the carrier contracts, training, technology and day-to-day support to grow. Licensed or not yet, there is a place for you here.
You keep your independence. We take care of the parts that slow agents down.
Access to solid insurance companies for ACA/Obamacare, Medicare, life, supplemental and dental, so you can offer each family the right option.
Product, sales and compliance training every week, plus direct access to leaders when you have a complex case.
Help with application processing, policy administration, client payments and follow-up, so you can focus on clients.
Clear commission structures, on-time payments and vested renewals. No arbitrary contract ceilings and no fine print.
Quoting systems and platforms that simplify your daily work, from the first call to the signed application.
A clear growth path with mentoring to develop your own network of agents, and recognition for top performers.
You manage your own time and your own book of business. Behind you there is a team that answers the phone, processes applications, trains you every week and celebrates your wins. The culture is collaborative: we grow together.
Hover or tap a state to see if we have contracts there. If you are licensed in one of these states, you can start working with us.
"Working with Family Services was a turning point in my independent career. What struck me from day one is that you are never alone. You manage your own time, but the operational support, application processing and back-office help are impeccable. If I have a question about a complex case, I can pick up the phone and get direct support from the leaders. The environment is collaborative, focused on all of us growing together."
"As an FMO, Family Services truly understands what an agent needs to compete in today's market. They have partnerships with the strongest carriers in the country, so I can offer the best option to every family. Their quoting systems and technology platforms make the daily process much simpler. I value the on-time payments, the transparency with commissions (vested renewals) and the culture of recognizing top agents."
"I joined Family Services looking not just to sell policies, but to build a lasting business. The growth opportunities here are real and transparent, with no arbitrary contract ceilings or fine print. They give you the tools, weekly product and sales training, and even support to build your own network of agents. Thanks to the growth model and constant mentoring, I doubled my income in my second year."
Since 2019 we have helped families in Orlando and beyond protect what matters most, with the warm, honest and personal service we would want for our own family.
Family Services was founded in 2019 by María Mogollón and Freddy Álvarez, with a purpose that still guides us today: to offer human, close and family-style service to people who want to protect what matters most in their lives.
As a family, we understand the effort behind every home, every dream and every new beginning. That is why we created an agency where people feel heard, understood and supported when they make decisions for their well-being and the well-being of their loved ones.
We believe trust is built with honesty, time and dedication. We take the time to understand your needs, answer your questions and help you understand your options, with the warm and respectful treatment we would like to receive.
Since the beginning we have kept the same essence: serving with heart and working with responsibility. Our greatest satisfaction is growing alongside the families who trust us and being there for them at every stage of their lives.
Welcome to Family Services.
From our family to yours.
You are a person, not a policy number. We treat you like family.
Clear options and straight answers, so you decide with confidence.
We take the time to listen and explain, in English or Spanish.
We serve with heart and follow through on every case.
Get to know the faces behind Family Services. Each department is here to make your experience simple and personal.
CEO, Family Services
Meet María
CEO, Family Services
General Manager
Policy Administration & Application Training Department
Medicare & Agent Training Department
Client Payments & Training Management Department
Agent Contracting & Medicare Operations Department
Sales & Client Follow-Up Department
Get a free quote for your family, or join our team as an insurance agent.
Co-founder & CEO, Family Services Insurance and Taxes
"Behind every policy and every tax return there is a family, a story and a future that deserves attention."
Arrives in the United States from Peru with dreams and the drive to build a new life.
Gets certified as a tax preparer and works two years helping families understand their taxes.
Earns her insurance license. With her husband Freddy, she sets a goal: build a company that helps families.
Works as an Obamacare health insurance broker, then joins Combined Insurance, where she learns leadership and sales.
María and Freddy formally open Family Services Insurance and Taxes in Orlando.
Health, life, supplemental insurance and taxes, and a team of agents growing their own careers.
I am María Elena Mogollón, Peruvian, a journalist by training and co-founder of Family Services Insurance and Taxes. I came to the United States in 2001 with dreams, the drive to get ahead and the desire to build a new life. Although my career took a different path from journalism, I always kept that calling to listen, communicate and be close to people.
My first steps were in tax preparation. I trained and earned my certification at H&R Block, where I worked for two years. There I discovered how important it is to give families clear, close guidance so they understand their tax responsibilities and opportunities.
In 2013, when I got my insurance license, my husband Freddy and I set a goal: to build a company together that would help families and allow us to move forward doing purposeful work. From that moment we decided to walk hand in hand toward success, as a married couple, as partners and as a team.
Family Services was born from that shared goal. Behind it are our efforts, our decisions and the will to support each other at every stage. Freddy has been my partner on this road: together we turned a dream into a company that today walks alongside many families. Every achievement of Family Services is one we built together.
I started my career as a health insurance broker with Obamacare and later joined Combined Insurance. That experience was key to my growth: I learned about leadership, teamwork and sales strategies that helped me prepare to run our own agency. Wanting to serve our clients better, I learned more products and combined insurance with tax preparation, so we could offer several services in one place with the personal attention we always wanted to give.
In 2019, Freddy and I took a decisive step by formally opening Family Services Insurance and Taxes. Our goal grew to include helping others grow: building a team, supporting our agents and helping them develop their own careers with Family Services.
Today we offer health, life and supplemental insurance and tax return preparation. I keep training and staying up to date to guide our clients responsibly and help them take advantage of the tax benefits they are entitled to, always within the law.
For us, success is seeing what we built as a family grow, helping our clients and opening opportunities for our team. That is the story and the heart of Family Services.
Her journalism roots shape how she works: understand the story before giving an answer.
Responsible guidance so every family gets the benefits they are entitled to, the right way.
Success means opening doors for the team and helping agents build careers of their own.
For clients, agents who want to join the team, or partners. Pick the day and time that work for you.
Our story, our values and the team that will take care of you.
Last updated: September 2026
When you fill out a form, call, or message us, we may collect your name, phone number, email, ZIP code, and details about the insurance or tax service you are interested in. We use this information only to contact you, prepare quotes, and provide the services you request.
We use your information to respond to your requests, provide insurance quotes from the carriers we work with, prepare tax documents, send appointment reminders, and share service updates you have agreed to receive.
If you give consent, we may send you text messages about your quote, appointment or policy. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time or HELP for help. Consent is not a condition of purchase.
We do not sell, rent or share your mobile phone number or SMS consent with third parties or affiliates for their marketing purposes.
We keep your personal and tax information confidential and use reasonable safeguards to protect it. Information is shared with insurance carriers or government agencies only when needed to deliver the service you requested, or when required by law.
Questions about this policy? Call us at (321) 210-3147 or visit us at 830 Hoffner Ave, Orlando, FL 32809.
