Insurance Agencies
Ensuring Your Finances Are Covered
Industry Expertise
We understand the insurance world, from commissions and carrier payables to licensing fees and trust account compliance. Our firm helps you smooth out the ups and downs of commission-based income with smart budgeting and tax planning.
Insurance agencies face unique financial challenges that general accountants often don’t understand. Commission splits, contingency bonuses, carrier reconciliations, and premium trust account management all require specialized knowledge.
Michael Dolezal & Co works with independent agents and agency owners to provide clear financial reporting, strategic tax planning, and the business advisory support needed to grow your book of business profitably.
Commission Tracking
Manage complex commission structures, carrier payables, and revenue recognition across multiple lines of business.
Trust Account Compliance
Ensure proper handling and reporting of premium trust accounts in accordance with state regulations.
Cash Flow Smoothing
Strategic budgeting and forecasting to manage the ups and downs of commission-based income.
Agency Valuation
Financial analysis and valuation services for agency acquisitions, mergers, and succession planning.
Tax Planning for Agents
Specialized tax strategies for insurance professionals including home office deductions and business expense optimization.
Get In Touch
You can count on us for professional, timely, and reliable tax and accounting services.