Opportunity Tax and Insurance Service of Miami is your locally owned and operated tax preparation and insurance location. We offer full-service tax preparation services, competitive auto insurance rates and ancillary products that meet many of the needs of our customers, including roadside assistance and a telemedicine program. We happily support the Miami community, as well as the Family Christian Association of America, and we hope to be your one-stop-shop for financial services!
Benson Charles is the President of Opportunity Tax and Insurance Service of Miami. He is experienced in the financial industry and dedicated to the service and support of his clientele.
Benson holds a Bachelor in Accounting and Economics and a MBA in Finance. He began his careers staff accountant and progressed his way to CFO and, ultimately, Manager and Director of a billion-dollar budget.
He later changed his career and founded Help You Save Realty, a real estate firm in 1990; with the founding of this business, he has been able to assist hundreds of South Florida in achieving the American Dream. In 2014, he expanded in his real estate career by opening a second office, Aligned Realty, to assist families in Central Florida. Mr. Charles is currently the broker of both firms and shares his time between Miami and Orlando.
Benson’s appetite for finance and business led him to launch B Charles Accounting and Tax Services in 1995, where he has since provided consultations, accounting, bookkeeping and payroll services to small businesses in South Florida. In 2016, he joined the Opportunity Tax and Insurance Service team and looks forward to continuing the great service his clients have come to know.
Diane Charles is the Vice President. of Insurance Services at Opportunity Tax and Insurance Service of Miami. She is committed to providing excellent and informed personal service to the customers of OTIS and enjoys offering her expertise in an honest and thoughtful way.
Diane holds a Bachelor of Applied Science in Supervision and Management and was previously the Office Manager for a CPA firm, where she provided support for a unique and diverse clientele.
Her motto is “Present the best products to match the clients need.” She is an active member of Toastmasters International and enjoys physical fitness and volunteering in her community in her spare time.
Now Hiring! Want to earn $50 an hour? Check out our Tuition Free Tax School.
Joe brings his passion for helping others to every challenge he faces. His dedication and positive mentality make Joe a valuable asset to our team.