Accounting for Insurance Agents

Accounting for Insurance Agent

Amos Katz &co. CPA is one of the largest accounting firms in Jerusalem and Tel Aviv. We make sure to provide each customer with personal attention, close guidance and quick and professional response to all their needs. One of our unique branches of expertise is insurance agents. We provide insurance agents with a wide range of services: from “classic” services such as bookkeeping, auditing, tax consulting and annual reports, to unique services in which we have developed special expertise such as insurance agent valuation and insurance agencies.

Professional Experience in Insurance

Amos Katz &co. has extensive experience in the field of insurance, which has accumulated over 30 years of experience, hundreds of annual reports for insurance agents and dozens of transactions.

It is important to choose an accountant with appropriate professional knowledge who is familiar with the different aspects of insurance since this sector has unique characteristics, which are expressed in special and unique auditing procedures, the failure of which may lead to incorrect reporting to the tax authorities and/or unnecessary tax payments.

In these contexts, it is possible to specify, among other things, the instructions for managing the unique books that apply to insurance agents (as well as the examination of the annual approvals received from the insurance companies).

Our professional services – accounting services for an insurance agent, will assist you in the proper and successful management of your business, in a manner that will allow you to control what is happening in the business, take advantage of the various tax benefits, and legal and effective conduct with the tax authorities.

The Customer is Most Important

We always see before our eyes the good of the client and his success, all of course within the framework of the law. This is because Amos Katz &co. CPA is based on a strategy that provides the customer with a complete solution, with business understanding, experience and professionalism, and the ability to provide comprehensive service tailored to the customer’s activity and needs.

For Additional Information and Contact

To read more information regarding the valuation of insurance agents – click on the link.

To contact us and arrange a free and no-obligation consultation meeting with an accountant for an insurance agent, please contact us or fill in the contact form.