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

945 Companies

Top Insurance Tax Preparation Services Companies

1040 abroadProfile set up by Edverise AI
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1040 Abroad assists Americans living abroad in filing their U.S. tax returns and catching up on overdue taxes by utilizing IRS amnesty programs and financial strategies to minimize tax expenses!
Highlights
$1,000+
Min Project Size
2-9
Employees
New York, New York, Us
Services Provided
70% Tax Preparation Services
30% Financial Advisory & Consulting
AI Summary
“1040 Abroad helps Americans overseas file U.S. tax returns and resolve back taxes using IRS amnesty programs and financial strategies to minimize tax liabilities efficiently.”
My Boring AccountantProfile set up by Edverise AI
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MyBoringAccountant (MBA) distinguishes itself as a tax preparation and optimization company by providing a distinctive mix of services, expertise, and a commitment to assisting clients in keeping more of their earned income.
Highlights
Las Vegas, Nevada, Us
Services Provided
70% Tax Preparation Services
30% Tax Consulting
AI Summary
“My Boring Accountant delivers specialized tax preparation, accounting, and finance outsourcing services, committed to optimizing clients' tax positions and maximizing their earned income primarily in the U.S.”
Sproule + AssociatesProfile set up by Edverise AI
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Sproule & Associates assists homeowners in Ontario in obtaining HST rebates of up to $30,000 for new constructions, rental units, and significant renovations. Our rebate experts manage all necessary paperwork and communications with the CRA, guaranteeing the highest refunds without any initial costs
Highlights
10-49
Employees
Oakville, Ontario, Ca
Services Provided
69% Tax Preparation Services
31% Business Consulting Services
AI Summary
“Sproule & Associates specializes in securing HST rebates for Ontario homeowners, managing paperwork and CRA communications to ensure maximum refunds for new builds, renovations, and rental properties.”
JAAG Financial ServicesProfile set up by Edverise AI
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JAAG Financial Services, an experienced Enrolled Agent, is dedicated to optimizing your tax savings through expert tax preparation. Based in San Dimas, California, we specialize in various taxation areas, such as corporate, estate, individual, partnership, and federal, state, and local taxes. We rem
Highlights
10-49
Employees
San Dimas, California, Us
Services Provided
70% Tax Preparation Services
30% Tax Consulting
AI Summary
“JAAG Financial Services, an IRS-certified Enrolled Agent in San Dimas, California, offers expert tax preparation and planning across diverse taxation areas, adapting to clients' changing life and business needs.”
T2inc.caProfile set up by Edverise AI
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T2inc.ca is an online tax software designed for preparing tax returns for corporations registered in Quebec, with assistance from a small business tax accountant. Our goal is to support start-up companies and entrepreneurs.
Highlights
2-9
Employees
Montreal, Quebec, Ca
Services Provided
69% Tax Preparation Services
20% Accounting Services
11% Business Consulting Services
AI Summary
“T2inc.ca provides specialized online tax software and consulting services for Quebec corporations, supporting startups and entrepreneurs with corporate tax preparation and business accounting guidance.”
File Taxes OnlineProfile set up by Edverise AI
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We are a fully online company committed to providing U.S. taxpayers the chance to contribute to global communities while saving time and money. Our goal is to inspire a movement in which individuals hold corporations accountable for fulfilling their civic responsibilities by creating a safer and mor
Highlights
10-49
Employees
Raleigh, North Carolina, Us
Services Provided
69% Tax Preparation Services
20% Payment Processing Services
11% Security Consulting
AI Summary
“File Taxes Online offers secure, fully online tax filing and accounting services for U.S. taxpayers, emphasizing convenience, social impact, and partnerships with charitable organizations.”
Barr Advanced Tax SolutionsProfile set up by Edverise AI
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At Barr My Taxes, we focus on delivering trustworthy and customized tax preparation, planning, and advisory services for both individuals and businesses. Our team is committed to making the tax compliance process easier while optimizing savings and maintaining precision. With extensive experience, w
Highlights
50-249
Employees
Southlake, Texas, Us
Services Provided
69% Tax Preparation Services
20% Tax Consulting
11% Business Consulting Services
AI Summary
“Barr Advanced Tax Solutions provides expert, personalized tax preparation, planning, and advisory services for individuals and businesses, ensuring compliance, optimized savings, and professional support aligned with clients' financial goals.”
Block AdvisorsProfile set up by Edverise AI
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Your life is hectic and evolving, which adds layers of tax complexity. We understand this and are prepared to help. At Block Advisors, we are dedicated to managing taxes—not just for the previous year’s return but to help you plan for a more prosperous future. With over 2,000 Tax Advisors averaging
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
1000-9999
Employees
Washington, District Of Columbia, Us
Services Provided
69% Tax Preparation Services
20% Business Consulting Services
11% Accounting Services
AI Summary
“Block Advisors offers year-round tax expertise and financial planning through experienced advisors, assisting individuals and businesses with complex tax issues and broader financial services.”
Wellen TaxProfile set up by Edverise AI
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Wellen Tax consists of certified tax professionals who continually stay informed about tax regulations to provide you with top-notch service. Each team member is committed to delivering friendly customer support along with precise and trustworthy tax preparation and accounting.
Highlights
2-9
Employees
Highland, Illinois, Us
Services Provided
70% Tax Preparation Services
30% Accounting Services
AI Summary
“Wellen Tax offers expert tax preparation and accounting services with certified professionals dedicated to accuracy, compliance, and friendly client support across various financial needs.”
CHARLES ANDREW, CPAProfile set up by Edverise AI
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Charles Andrew, CPA, based in Glendale, CA, is a comprehensive tax preparation firm that specializes in IRS taxation for both small businesses and individuals. We offer personalized tax preparation services that surpass what generic software can provide. Our team stays informed about evolving tax la
Highlights
2-9
Employees
Glendale, California, Us
Services Provided
69% Tax Preparation Services
16% Tax Consulting
15% Tax Planning
AI Summary
“CHARLES ANDREW, CPA provides personalized, comprehensive tax preparation and business consulting services for individuals and small businesses, emphasizing IRS compliance, secure document access, and up-to-date tax planning.”

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