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Stay compliant, save money, and spend more time insuring others.

Our tax and accounting professionals will manage your taxes and accounting so that you can spend more time making calls and making money.

Tax and Accounting for your Insurance Agency

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.

Don't miss an expense, deduction, or credit.

When we handle your tax returns and tax planning, we won't miss a thing. Our tax and accounting experts have the experience necessary to track and identify every expense, tax deduction, and tax credit applicable to your insurance agency. We will all do this while remaining compliant.

Stay SAP compliant.

Your business is required to follow SAP (Statutory Accounting Principles). Let us manage your accounting so you can stay compliant and get more individuals and groups insured.

We analyze and organize your financial information, so you can plan for the future.

Our tax and accounting experts will work with you to analyze and organize your financial data so you can make decisions that will help you plan for future growth and business development.

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

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