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We manage your taxes so you can focus on managing more assets.

Whether your company trades securities or manages assets we can handle the corresponding tax work associated with your earnings.

Tax and Accounting for your financial organization

NewPoint Tax and Accounting will set your insurance agency up for success, like tax preparation, planning, and filing. We enable you to easily navigate tax issues and avoid them altogether.

Stay ahead of the curve.

Our tax and accounting experts will manage your quarterly and annual tax provision calculations and validate your tax balance sheet while following the latest standards set by GAAP.

Reduce risk.

We will identify and prioritize any risks associate with your tax strategy and apply controls to mitigate external risk factors.

Maintain compliance.

Maintaining tax compliance is critical to steering clear of tax issues. Maintaining compliance is increasingly becoming a challenge because of how quickly laws and regulations change.

Get the best tax strategy now. Start using your money effectively.

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