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Gain experienceInsurance agencies

Laying the groundwork for long-term agency success

Our deep experience and subject matter expertise in insurance agency-specific tax, attestation, and consulting services, helps us provide clients with objective insights necessary to anticipate industry trends, embrace best practices, and develop strategies to improve service, operations, and profitability. As insurance industry specialists, our team combines firsthand knowledge, current credentials, and a deep awareness of industry trends to provide clients with tailored solutions that mitigate risk and encourage growth. 

In addition to traditional audit and tax services, we offer targeted tax, employee, and valuation services, whether to meet a one-time need or on a recurring basis. Our services include: 

  • Audit or review of financial statements
  • Audit of employee benefit plans, including ESOPs
  • Internal controls review and consulting
  • Tax accrual and tax preparation
  • ESOP valuation services
  • Cost segregation studies
  • EB consulting, including DOL audit assistance
  • SOC 1 services

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