WeDo Insurance & Taxes: Fighting Fraud in Financial Services

NATIONWIDE - SEPTEMBER 2025 - (USAnews.com) The late-night phone calls started coming in more frequently. Another client had fallen victim to a scam artist posing as a tax professional. Another family had been sold unnecessary insurance policies they couldn’t afford. For Stephanie Mesa, one of the owners of WeDo Insurance & Taxes, these weren’t just business problems; they were personal betrayals of trust that demanded action.

In an industry plagued by predatory practices and misinformation, Mesa recognized that the real competition wasn’t other legitimate agencies. The true battle was against the fraudsters and unscrupulous operators who prey on vulnerable consumers seeking financial security.

The Genesis of a Mission-Driven Agency

What began as a family-founded financial services firm in South Florida has evolved into something far more significant: a nationwide defense against financial fraud and misinformation. WeDo Insurance & Taxes didn’t set out to revolutionize the industry; they simply refused to accept the status quo.

"To us, the real challenge in this industry is combating fraud and misinformation that take advantage of people," Mesa explains. This philosophy drives every interaction, every service offering, and every expansion decision the company makes.

The agency’s comprehensive approach combines insurance, tax preparation, bookkeeping, and business consulting under one roof. But their true differentiator lies not in service breadth, but in service depth, the commitment to educating clients rather than simply processing transactions.

Recognition Through Integrity

The company’s rapid growth hasn’t gone unnoticed. WeDo Insurance & Taxes earned recognition as the 14th fastest-growing business among Florida State University alumni-operated companies, a testament to their sustainable, ethics-first approach to expansion.

More significantly, the agency has gained acknowledgment from respected institutions, including the IRS and CMS. These relationships reflect the trust they’ve built with regulatory agencies and industry partners, validation that carries more weight than traditional marketing accolades.

But Mesa views these recognitions as byproducts of their core mission rather than endpoints. The real measure of success lies in client testimonials and Google Reviews from clients who avoided costly mistakes through proper guidance.

The Education-First Approach

Traditional insurance and tax agencies operate on volume, processing as many clients as possible and then moving on to the next transaction. WeDo Insurance & Taxes deliberately chose a different path, one that requires more time investment upfront but creates lasting partnerships.

"We refuse to be the type of agency that simply does the work and leaves clients facing the same problems year after year," Mesa notes. Instead, the team dedicates significant time to explaining the 'why' behind their recommendations, ensuring clients understand their options and feel empowered.

Availability as a Competitive Advantage

In an industry where clients often struggle to reach their representatives, WeDo Insurance & Taxes has made accessibility a cornerstone of their service model. But their availability stems from intention rather than lack of demand.

"We stand out because of our availability, not because we lack work, but because we truly want to show up for our clients," Mesa emphasizes. This commitment requires careful resource management and strategic hiring, ensuring the team can maintain high-touch service even as they scale nationally.

The agency’s phone lines remain open at (305) 432-3966, staffed by professionals who understand that financial emergencies don’t follow business hours. Whether a client faces an audit notice, insurance claim, or tax deadline crisis, WeDo Insurance & Taxes responds with both expertise and empathy.

Building Long-Term Partnerships

The transformation from transaction-based relationships to educational partnerships represents more than a business model shift; it’s a fundamental reimagining of the client-advisor dynamic. WeDo Insurance & Taxes invests in relationships that span decades rather than single tax seasons.

This approach requires greater initial investment in each client relationship but yields sustainable growth through referrals and retention. Clients who truly understand their financial picture become advocates, sharing their positive experiences with family members and business associates who face similar challenges.

The ripple effect extends beyond individual client success stories. As more consumers become educated about legitimate financial services, the market becomes less hospitable to fraudulent operators who rely on confusion and urgency to close deals.

Expanding the Mission Nationwide

From their South Florida headquarters, WeDo Insurance & Taxes is rapidly expanding across the United States, bringing their fraud-fighting mission to new markets. Each expansion follows the same principle: establish local presence with nationally-backed expertise.

The company became a franchise in 2023, now with nine offices nationwide. The growth strategy prioritizes markets where financial fraud incidents are particularly prevalent, positioning the agency as a trusted alternative to questionable operators. Rather than competing on price alone, they compete on value, the peace of mind that comes from working with legitimate, education-focused professionals.

If your family or business has been burned by financial service providers who prioritize quick sales over lasting solutions, WeDo Insurance & Taxes offers a different approach. Their team stands ready to combat the fraud and misinformation that too often characterize this industry, ensuring you make informed decisions about insurance, taxes, and business finances that serve your long-term interests.

About WeDo Insurance & Taxes

WeDo Insurance & Taxes is a family-founded, multi-service financial and insurance agency dedicated to helping individuals, families, and small businesses thrive through comprehensive insurance, tax preparation, bookkeeping, and business consulting services. Recognized as the 14th fastest-growing FSU alumni business and acknowledged by the IRS and CMS, the company operates from South Florida while expanding nationwide. Learn more at wedoinsuranceandtaxes.com, connect on LinkedIn, follow on Facebook and Instagram, and watch educational content on TikTok.