Most insurance agency owners start out as either an LLC or a sole proprietor. One of the most common questions we receive from insurance agency owners is when they should incorporate the...

Case Study

Our goal was for Chris to spend less time on accounting and more time doing the work he loves.

Tax

If you’re an insurance agent, you know the feeling of wearing multiple hats at the office. You’re in charge of all facets of the business as the CEO, COO, VP of Sales, and, yes, even the...