Top Insurance Tax Consulting Companies

Discover Tax Consulting companies serving the Insurance industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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Top Insurance Tax Consulting Companies

  1. Function logo
    FunctionProfile set up by Edverise AI
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    Function removes the complexities associated with financial management. Designed for ease of use, it integrates a single team and a cohesive system, providing the insights necessary for taking action. By combining bookkeeping, tax planning, and CFO expertise, we synchronize your tools, optimize your


    Highlights

    $1,000+

    Min Project Size

    2-9

    Employees

    Services Provided
    40% Bookkeeping Services
    30% Tax Consulting
    30% CFO Services
    AI Summary

    Function streamlines financial management by integrating bookkeeping, tax planning, and CFO expertise into a unified platform, delivering real-time insights and transparency for scalable business growth.

  2. ICT Lions logo
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    Lion’s Courage Corporation is a Connecticut-based company in the United States. The CEO is a visionary leader equipped with the right resources to attract top professionals in international tax, assurance, and advisory services. We aim to deliver a level of expertise and experience comparable to tha


    Highlights

    $25-49/hr

    Avg Hourly Rate

    2-9

    Employees

    Bridgeport, Connecticut, Us

    Services Provided
    38% Accounting Services
    30% Tax Consulting
    20% Payroll Services
    12% Business Consulting Services
    AI Summary

    Lion’s Courage Corporation is a Connecticut-based firm offering expert international tax, assurance, and advisory services with personalized, integrity-driven solutions tailored to client growth and accountability.

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    Assisting Individuals, Families & Business Owners in Creating, Safeguarding & Transferring Wealth Genesis Wealth Advisor Group, LLC is an independent fiduciary financial advisor located in Marlton, New Jersey, catering to clients in South Jersey, Greater Philadelphia, and throughout NJ, PA, DE, NY,


    Highlights

    2-9

    Employees

    Evesham, New Jersey, Us

    Services Provided
    68% Financial Advisory & Consulting
    20% Tax Consulting
    12% Retirement Planning Services
    AI Summary

    Genesis Wealth Advisor Group, LLC provides fiduciary financial advising, wealth management, retirement planning, and tax-efficient strategies to individuals, families, and business owners across multiple U.S. states.

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    At Menninger & Associates, we adhere to a philosophy rooted in the basics of financial planning. We provide a range of services such as cash management, tax planning, insurance planning, investment planning, retirement planning, and estate planning. Additionally, we are committed to educating our cl


    Highlights

    2-9

    Employees

    Trooper, Pennsylvania, Us

    Services Provided
    68% Financial Advisory & Consulting
    20% Tax Consulting
    12% Insurance Services
    AI Summary

    Menninger & Associates offers comprehensive financial planning services including cash, tax, insurance, investment, retirement, and estate planning, emphasizing client education for informed decision-making.

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    For more than 70 years, Shea Labagh Dobberstein (SLD) has offered a comprehensive range of professional services including accounting, auditing, tax, and consulting, solely to privately-held businesses, individuals, and non-profit organizations. The business community acknowledges our extensive expe


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    50-249

    Employees

    San Francisco, California, Us

    Services Provided
    44% Accounting Services
    20% Audit Services
    25% Tax Consulting
    11% Business Consulting Services
    AI Summary

    Shea Labagh Dobberstein provides accounting, auditing, tax, and consulting services to privately-held businesses, individuals, and non-profits, combining national expertise with personalized local service.

  6. PKF Boston logo
    PKF BostonProfile set up by Edverise AI
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    PKF, P.C. boasts reliable accountants and business advisors prepared to meet your needs. As a comprehensive accounting firm, we offer services in auditing, tax, and consulting. With locations in Boston and Quincy, Massachusetts, we are well-positioned for close communication and quick responses to o


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    Boston, Massachusetts, Us

    Services Provided
    45% Accounting Services
    30% Audit Services
    25% Tax Consulting
    AI Summary

    PKF, P.C. is a comprehensive accounting firm offering auditing, tax, and consulting services with locations in Boston and Quincy, ensuring reliable business advisory and client responsiveness.

  7. TAX IT 4 ME INC logo
    TAX IT 4 ME INCProfile set up by Edverise AI
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    TaxIt4Me is a Toronto-based Accounting and Taxation Firm that offers a variety of services, such as Corporate Tax, Personal Tax, WSIB, Financial Statements, Payroll, and Business Registration.


    Highlights

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    Services Provided
    40% Accounting Services
    30% Tax Consulting
    15% Payroll Services
    15% Business Formation
    AI Summary

    TaxIt4Me, a Toronto-based firm, provides comprehensive accounting and taxation services including corporate and personal tax, payroll, WSIB, financial statements, and business registration.

  8. YH Advisors logo
    YH AdvisorsProfile set up by Edverise AI
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    YH Advisors stands out as a unique CPA firm in the United States, dedicating itself to meeting the tax, legal, and accounting requirements of various exempt organizations. By concentrating solely on these entities, we offer a range of services that goes well beyond those of a typical CPA firm, posit


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    Huntington Beach, California, Us

    Services Provided
    50% Accounting Services
    25% Tax Consulting
    25% Legal Services
    AI Summary

    YH Advisors is a specialized CPA firm serving exempt organizations in the U.S., providing comprehensive tax, legal, and accounting services as trusted partners beyond typical firms.

  9. StubCreator logo
    StubCreatorProfile set up by Edverise AI
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    StubCreator is a web-based tool for generating precise and detailed pay stubs without the need for a payroll system. It is tailored to cater to the specific requirements of employees, independent contractors, and various businesses. The tool ensures accurate calculations of federal and state taxes a


    Highlights

    $1,000+

    Min Project Size

    < $25/hr

    Avg Hourly Rate

    10-49

    Employees

    Denton, Texas, Us

    Services Provided
    69% Payroll Services
    20% Tax Consulting
    11% Accounting Services
    AI Summary

    StubCreator is an online tool enabling employees, contractors, and businesses to generate accurate, compliant pay stubs with precise federal and state tax calculations across all U.S. states.

  10. Extract Acuity LLC logo
    Extract Acuity LLCProfile set up by Edverise AI
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    Compliance within the cannabis and CBD/hemp sectors involves routinely dealing with accounting and taxation hurdles that many cannabis companies are unaware of, let alone handle consistently. Be it complex tax regulations, changes in tax laws, sales tracking, or any other challenges that arise while


    Highlights

    2-9

    Employees

    Services Provided
    50% Accounting Services
    30% Tax Consulting
    20% Business Consulting Services
    AI Summary

    Extract Acuity LLC offers specialized accounting and tax services for cannabis and CBD sectors, leveraging deep compliance expertise and industry-focused financial leadership to optimize client operations.

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