For insurance agents
Accounting built around how insurance agencies actually run.
TAO has supported insurance agents and agency owners for years, connecting monthly bookkeeping, entity strategy, and tax planning to the way agency income and expenses really work.
Built for the way agencies operate
The decisions that shape an agency’s tax picture.
Entity structure decisions
Evaluate S-Corp, C-Corp, and other structures against how your agency actually earns and spends.
Estimated tax and Safe Harbor planning
Stay ahead of quarterly obligations and avoid penalties with a plan built before the deadline.
Retirement plan selection
Compare SEP IRA, SIMPLE IRA, and other options against your income and long-term goals.
A team that already speaks insurance
Support built around the agency, not a generic template.
Monthly bookkeeping
Keep commission income, agency expenses, and reporting current throughout the year.
Deduction tracking
Identify the deductions agency owners commonly miss, tracked consistently all year.
Predictable, fixed pricing
A fixed monthly fee instead of hourly billing, with consultations included.
Ready for an accounting team that knows the insurance business?
Tell us about your agency and we will help you understand how TAO can support it.
Talk to Our Team