TAX QUESTIONS • MIAMI, FLORIDA
Tax Questions & Resources
Understand how common tax questions connect with health insurance, life insurance and annuities—and find help with your next step.
Multi Tax Service Company LLC is a separate tax services business in Miami offering tax preparation, tax planning, bookkeeping and payroll services.
BenefitMatch handles insurance inquiries. For tax preparation and questions about your return, contact Multi Tax Service Company directly.
14221 SW 120th St, Suite 106, Miami, FL 33186
Phone: 305-924-6266
Email: info@multitax.services
Common tax questions
What is Form 1095-A, and why does my tax preparer need it?
The Marketplace issues Form 1095-A with information about your coverage and any advance premium tax credit. Your preparer uses it to complete Form 8962 when required. Review it for errors and ask the Marketplace for corrections before filing. Read the IRS premium tax credit guidance.
Can a change in income affect my health insurance tax credit?
Yes. Your final credit depends on your tax-year circumstances. If advance payments differ from the credit allowed, your refund or balance due can change. Report income and household changes to the Marketplace during the year and review the result with your preparer.
Are health insurance premiums tax deductible?
Some premiums may qualify, depending on your circumstances and how they were paid. Itemized medical deductions and the self-employed health insurance deduction have different requirements. Amounts paid pre-tax or covered by a tax credit cannot simply be deducted again. See IRS guidance on medical expenses.
Are life insurance death benefits taxable?
Death benefits paid to a beneficiary are generally excluded from federal gross income. Interest received is generally taxable, and exceptions can apply. Policy withdrawals, surrender proceeds and ownership transfers can have different treatment. Read the IRS life insurance guidance.
Are annuity withdrawals tax-free?
Tax-deferred does not mean tax-free. Tax treatment depends on the contract, how it was funded and the distribution. Earnings may be taxable, and early distributions may trigger additional tax. Ask a tax professional to review your contract and tax forms before withdrawing.
How can I ask Multi Tax Service Company a tax question?
Email info@multitax.services with your general question and preferred contact details, or call 305-924-6266. Ask for secure document instructions before sharing Social Security numbers, tax returns or other sensitive records.
Get the right help for your question
For tax preparation, bookkeeping or payroll, contact Multi Tax Service Company. For coverage and policy questions, contact BenefitMatch at info@benefitmatchusa.com.
Please request secure document instructions before sending tax returns, Social Security numbers or medical records.
General educational information, reviewed October 14, 2026. Tax treatment depends on your circumstances and current rules. This page does not replace advice from a qualified tax professional. Annuity tax background from Investor.gov.
