Top Insurance Tax Preparation Services Companies

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

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We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

917 Companies

Top Insurance Tax Preparation Services Companies

Jumping Jack Taxes
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Jumping Jack Taxes is the nation’s fastest-growing virtual tax preparation firm, focusing on tax services, life insurance, and bookkeeping. At our core, we are a financial services company dedicated to empowering underserved communities to create and expand wealth-generating businesses within the fi
Highlights
2-9
Employees
Philadelphia, Pennsylvania, Us
Services Provided
50% Tax Preparation Services
30% Bookkeeping Services
20% Financial Advisory & Consulting
AI Summary
“Jumping Jack Taxes is a rapidly expanding virtual financial services firm providing tax preparation, life insurance, and bookkeeping focused on empowering underserved communities through education and technology.”
Accurate & Confidential Tax Service
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Accurate & Confidential Tax Service has been a reliable tax preparation and bookkeeping firm in Orange, CA, and the nearby Orange County area since 1997. We offer professional tax preparation and planning, bookkeeping, IRS representation, sales tax assistance, financial consulting for businesses, an
Highlights
2-9
Employees
Orange, California, Us
Services Provided
50% Tax Preparation Services
30% Bookkeeping Services
20% Financial Advisory & Consulting
AI Summary
“Accurate & Confidential Tax Service offers expert tax preparation, bookkeeping, IRS representation, and financial consulting services, serving individuals and businesses in Orange County with tailored, confidential solutions since 1997.”
Leivas Tax Wealth Management
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Leivas Tax Wealth Management is a full-service tax and financial firm dedicated to helping clients achieve lasting financial prosperity. We aim to support clients across all areas of their finances, including tax reduction, business management, and retirement planning. Our team, made up of skilled p
Highlights
10-49
Employees
Riverside, California, Us
Services Provided
49% Tax Preparation Services
25% Financial Planning
15% Business Consulting Services
11% Retirement Planning Services
AI Summary
“Leivas Tax Wealth Management is a comprehensive firm specializing in tax, financial, and insurance services to help clients achieve lasting financial security and effective business management.”
Bianchi CPA, LLC
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CPA based in Columbus, OH, offering services such as tax preparation, tax planning, bookkeeping, and additional support.
Highlights
Pickerington, Ohio, Us
Services Provided
50% Tax Preparation Services
20% Tax Planning
30% Bookkeeping Services
AI Summary
“Bianchi CPA, LLC, based in Columbus, OH, provides comprehensive accounting services including tax preparation, planning, bookkeeping, and financial support to individuals and businesses.”
Herbert Financial Group
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Herbert Financial Group is a firm located in Los Angeles that specializes in tax services, which encompass strategic tax planning, business tax preparation, and retirement planning. We assist both business owners and individuals in California in reducing their tax liabilities and enhancing their sav
Highlights
10-49
Employees
Monrovia, California, Us
Services Provided
49% Tax Preparation Services
20% Tax Planning
16% Retirement Planning Services
15% Audit Services
AI Summary
“Herbert Financial Group in Los Angeles offers comprehensive tax and financial planning services, including tax strategy, retirement planning, audit support, and business tax solutions nationwide for individuals and businesses.”
N
NRK Accounting Tax Accountant Toronto
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NRK Accounting is a group of certified tax accountants located in Toronto. We focus on providing accounting and tax services for both individuals and businesses. With more than 20 years of experience and a commitment to quality, our tax experts are equipped to assist you.
Highlights
2-9
Employees
Services Provided
50% Accounting Services
50% Tax Preparation Services
AI Summary
“NRK Accounting, based in Toronto, offers expert accounting and tax services to individuals and businesses, backed by over 20 years of certified professional experience.”
P
PREMIER FINANCIAL Tax & Accounting Services
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We are a specialized firm offering tailored income tax preparation, accounting, and financial services. Our approach sets us apart; we attentively listen to our clients, evaluate their requirements, and personalize the services we provide.
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Los Angeles, California, Us
Services Provided
50% Tax Preparation Services
30% Accounting Services
20% Financial Advisory & Consulting
AI Summary
“PREMIER FINANCIAL Tax & Accounting Services delivers personalized tax preparation, accounting, financial advising, and consulting by attentively tailoring solutions to client needs primarily in the US.”
T
Tax services
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Our Tax Services in the US focus on providing professional tax preparation, planning, and advisory assistance for both individuals and businesses. We guide you through the intricacies of the tax system, ensuring compliance while optimizing your savings. Committed to precision and tailored solutions,
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Fort Worth, Texas, Us
Services Provided
50% Tax Preparation Services
30% Tax Planning
20% Tax Consulting
AI Summary
“Tax Services offers comprehensive tax preparation, planning, and advisory support in the US, delivering precise, tailored solutions to optimize savings and ensure compliance for individuals and businesses.”
Applied Tax & Books
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Applied Tax & Books is a professional tax preparation and bookkeeping firm committed to delivering precise, dependable, and tailored financial services to individuals and small businesses in Elk Grove, Sacramento, and the surrounding areas of Northern California. Under the leadership of Waqas Syed,
Highlights
2-9
Employees
Elk Grove, California, Us
Services Provided
48% Tax Preparation Services
30% Bookkeeping Services
11% Payroll Services
11% Tax Consulting
AI Summary
“Applied Tax & Books offers expert tax preparation, bookkeeping, payroll, and strategic tax planning services to individuals and small businesses in Northern California, emphasizing accurate, personalized financial solutions.”
Intrex - DBKK
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You don’t have to face tax authorities by yourself. You don’t need to stay updated on the continuous changes in tax laws and their interpretations. You also don’t have to manage your own accounting and tax records, especially if you're unsure whether you’re doing it correctly. Our experienced profes
Highlights
2-9
Employees
Services Provided
50% Accounting Services
50% Tax Preparation Services
AI Summary
“Intrex - DBKK offers expert accounting and tax services, guiding clients through evolving tax laws with qualified professionals to ensure accurate financial management and compliance.”

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