Tax and Accounting services for Insurance Agents & Brokers

There are numerous measures that will enable a firm to build a more secure financial environment. It’s important for an insurance agent to keep accurate and organized finances. They need to track your revenue, manage your expenses, and prepare for your tax filing for your business to achieve success.

Hiring a tax and accounting professional is the smartest move to stay organized and compliant. Moreover, it gives an opportunity. If real estate has well-managed accounting and taxes will reduce the chance of error and penalties. You need someone who can understand real estate taxes and accounting and issue related to the industry, so he can help you to navigate the solutions. It’s very important that you delegate your tax and accounting work to a CPA. That way you will get time to concentrate on business and maximize your earning.

What can we do for you?

  • We will analyze your business financial activity.
  • Estimated your taxes in advance.
  • We can take care of your bookkeeping, payroll, payroll taxes and self-employment taxes.
  • We will provide you with a free secure portal to upload a copy of your receipts, invoice, contract and accounting records.
  • We will walk through the process of engaging a contractor.
  • We will make sure that you’re maximizing your deductions and minimize your tax liability legally.
  • Make sure all your business assets are get depreciated appropriately every year.
  • We can suggest you tools to track your business mileage.
  • We can manage your Invoicing, account receivable, accounts payable, cash flows, revenue, and expenses.
  • Guidance will be provided to separate the personal and business use for your equipment, vehicles, electronics, and tools

It’s very important to organize your documents and papers, but it’s hard to do when you are focusing on business and client. We will provide you free secure portal to upload the copy of your receipts, invoice, letter and accounting records. We will provide you a phone app so it will become handy to keep everything in place.

You can focus on your work and let us handle your numbers!