Providing You with Tax-Advantaged Financial and Retirement Strategies
At the beginning, we started our firm in order to serve real estate professionals, a group of people with unique financial needs. In fact, that is the origin of our name, Reptax. As self-employed contractors with 1099 income, real estate professionals often work exclusively on commission and therefore may have income that fluctuates, estimated quarterly taxes to contend with, and no 401(k) plan for retirement.
In recent years, Reptax has expanded beyond the real estate industry to serve all kinds of solopreneurs, entrepreneurs, business owners, and people getting closer to retirement, helping people implement financial solutions as well as tax strategies that can potentially increase their net worth now and in the future. From freelancers to consultants to retirees, Reptax can help you with your taxes and finances!
Services at Reptax
Reptax offers clients a full-service accounting, tax, and financial experience in a ‘one-stop shop’ approach. We offer a large range of services that can be scaled up or down to meet the needs of entrepreneurs, solopreneurs, as well as individuals and couples who want to plan for retirement. Here are just some of the services we can provide.
Retirement & Income Planning
Planning early can give you the best chance of retiring and staying retired while living your desired lifestyle. We help you with tax-efficient distribution and retirement income planning, and we stay by your side for life. For those with fluctuating income, it may be even more important to plan ahead for lifetime retirement income later.
Tax Planning & Tax Preparation
We offer both sides of the financial equation—tax returns and a wide range of financial instruments—to help you protect and grow your wealth. We’ll help you find ways to potentially save on taxes now, as well as looking to your future during retirement. Real estate professionals in particular have special tax designations and rules that we can help with.
Trusts & Tax-Advantaged Estate Planning
If you have a family and/or assets, you need an estate plan. We work with estate attorneys to help you pass on a tax-advantaged legacy to your heirs and/or charities, documenting your desires for a stress-free transfer of wealth which can potentially bypass probate.
Harvesting Assets/ Withdrawal Planning
If you have a large amount of assets saved in taxable accounts like traditional 401(k)s or IRAs, you may have less money for retirement than you thought. By working in advance, we can help you consider Roth conversions or other strategies with the goal of achieving tax efficiencies.
401(k) Rollovers
If you have reached age 59-1/2, you may be able to do an in-service rollover while you’re still working. And if you have a 401(k) at an old company, you can roll that money over to your own account and potentially do more with it. At retirement, it’s important to look at the entire picture to assess what might be best in your particular situation.
Risk Management & Insurance Strategies
As part of a complete plan, we recommend that the risk of potential adverse life events be planned for. If worst-case scenarios never happen, fantastic. If it does, you have shifted financial risk away from your loved ones over to insurance companies created for just that purpose.
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Resource Library
Reptax Financial LLC is here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth. Browse through the educational resources on our website to learn more. We invite you to read, watch, download and learn about the basics of finance and retirement. And remember, we are here to help you develop and implement your own personalized financial and retirement plan. Please feel free to reach out if you have any questions, we would love to speak with you.
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Contact Us
Call us at (561) 345-0046 or send us a message and we will get back to you as soon as possible! Yes, I would like to have a no-obligation, complimentary conversation about my finances, my taxes and my retirement!
Reptax Financial, LLC.
8401 Lake Worth Rd
Lake Worth, FL 33467
Phone: (561) 345-0046
Fax: (800) 866-3150
© 2025 Reptax Financial, LLC. All Rights Reserved.