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Tax Services

Tax Preparation

To stay in compliance with the IRS, taxes must be filed every year. To assist you, the Club Capital Tax Team will review your financials for accuracy, maximize credits to lower your tax liability as well as prepare and submit tax returns with Federal, State and Local agencies.

Tax Planning

As a business owner, you make decisions that impact your tax position every single day. No matter how creative you get with your accounting, it will never beat crafting a strategy ahead of time. Via the tax planning service, our team members will tailor a tax strategy in accordance to your goals to help you reach your max potential.

Tax Resolution

Getting letters from the IRS or state tax agencies can be daunting, and you don’t have to face them alone. Audits aren’t fun either. Our clients sleep at night just fine knowing that our team is here to represent them in front of tax authorities anytime they need.

Compliance

Just the word “compliance” alone is enough to raise most people’s hair. We help agents focus on running their business by taking care of the items to keep them compliant. Whether it’s new entity formations, obtaining a new tax ID and so much more, our team is here to help.

Your back office operating system

CFO Services

Should you hire an employee? Should you buy your office building? Should you rent it? As insurance agency owners, these are questions you ask yourself every day, and our CFO Services will help you determine how these decisions will impact your bottom line.

Monthly Accounting

Take away the guesswork and empower your agency with monthly financial reports and quarterly meetings designed with your dedicated account manager to help your agency achieve your goals.