FINANCIAL SERVICES LAKE NONA: FOR FAMILIES

Many households come to Lake Nona at a turning point: a new job with a hospital or university, a move from out of state, or a first home in a community like Storey Park or Northlake Park. These changes are exciting, and they are also a good time to take a fresh look at your finances.

Moments when it helps to talk

• Moving to Florida: Florida has no personal income tax, but a move can still raise questions about your final return in another state.
• Changing jobs: a new employer may mean new benefits and retirement choices.
• Buying a home: a purchase can change your budget and your tax picture.
• Earning side income: consulting or a small business can bring new tax responsibilities.
• Planning for retirement: pensions and investments deserve a regular review.

Working with a tax firm

Because Fajardo & Associates is also a tax firm and tax preparation company, we can look at the tax side of your financial decisions. We are not tied to specific financial service providers, so our focus stays on your situation.

Talk to a CPA who serves Lake Nona. Call Fajardo & Associates at 407-720-7220, or send us a message. Our Orlando office is at 7380 W. Sand Lake Road, Suite 500.