Making it simple to overcome your financial challenges.

Financial Consulting Services

Discover our financial services

Life insurance with living benefits

Ensuring financial protection, security, and peace of mind.

401K

Maximize the benefits of a 401(k) plan and explore all your rollover options.

Annuities

Provide lifelong income, a legacy, and long-term care support.

Planning your financial

future is crucial.

We offer tax-advantaged strategies, lifetime income solutions, and tailored financial planning, including budgeting, saving, investing, and retirement planning—to help you achieve your goals and enjoy your dream retirement.

Accounting Solutions

Explorando as Soluções que Oferecemos

Start now:

You financial freedom is here!

With extensive experience in the field, we have in-depth knowledge of regulations and the best strategies for organizing your financial and tax matters. In a constantly changing world, continuous improvement is essential for growth. As regulations and opportunities compete, we stand as your experienced partners, helping you navigate challenges and achieve your dreams.

Tax Preparation

Fast, accurate, and stress-free tax preparation to maximize your returns and ensure compliance.

Bookkeeping Services

Accurate, reliable, and stress-free bookkeeping— so you can focus on growth

Payroll Services

Accurate, hassle-free payroll services so you can focus on your business.

ABOUT ME:

ADRIANO CRUZ

Experienced accounting professional and financial advisor specializing in bookkeeping, payroll, tax preparation, and investment planning. Passionate about helping individuals and businesses achieve financial stability through accurate management, strategic tax solutions, and retirement planning for a secure future.

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Retirement Plan

Secure your financial future with personalized options and strategies adapted for a safe and peaceful retirement.

Business Protection

Keep your business safe and resilient with specialized solutions that ensure stability in all scenarios

Indexed Plans

Stability and earnings potential, combining security and growth based on market indexes.

YOU CAN DO IT TOO!

Become a Licensed Financial Consultant!

Freedom

Geographical freedom to work from wherever you want.

Flexibility

Have a flexible schedule without depending on office hours.

Independence

Be your own boss and depend only on your results.

We invite you to explore a career as a financial advisor in the United States! Enjoy financial independence, work from anywhere, and create your own schedule. Join us for a flexible career path filled with opportunities.

Relatos

O que nossos clientes estão falando?

Jorge Silva

A MD Insurance & Tax resolveu meus impostos nos EUA em um piscar de olhos. Eles não só cuidaram da declaração como também me orientaram sobre planos de vida e aposentadoria. Recomendo demais!

Alex Monteiro

Estava enrolado com meus impostos nos EUA, até conhecer a MD Insurance & Tax. Rápidos e eficientes na declaração, ainda me deram opções incríveis de planos de vida e aposentadoria. Show!

Joana Santos

Sempre fiquei perdida com meus impostos nos EUA, até encontrar a MD Insurance & Tax. Eles simplificaram minha declaração e me apresentaram a excelentes planos de vida e aposentadoria privada. Top!

Claudio Garcia

Os caras da MD Insurance & Tax são incríveis! Resolveram minha declaração de impostos nos EUA sem estresse e ainda me mostraram planos de vida e aposentadoria super vantajosos. Recomendo muito!

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