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Insurance

Tax Expert

Insurance

Protect the things that matter with expert protection insurance advice from Financial Planning by Tax Expert.

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Insurance Tax Expert Services

Whether you are employed, self-employed, a company director, single, married or have a family, you will have things that you will want to protect, should you be unable to work or worse, you pass away. Protect your family’s financial future and guard against business risk through personal and business protection insurance ranging from income protection to shareholder protection insurance.  

Income Protection & Business Protection Solutions

Financial Planning by TaxAssist provides a range of solutions, including:

Life Insurance: providing a tax-free lump sum in the event of death or terminal illness.
Critical Illness: provides a lump sum of money to live on while you receive treatment for a serious illness.
Income protection: provides a regular monthly income in the event of being sick or injured and unable to work.
Family Income benefit: provides a regular income to your family in the event of your death.
Life insurance for company directors: tax-efficient life insurance with the premiums payable by your limited company.
Key person insurance: protect your business from the loss of a key person to your business.
Shareholder Protection: provides the remaining shareholders with enough funds to purchase the deceased owners share of the business from their estate.
Executive Income Protection: pays a monthly benefit to the business which can be used to fund the employee’s sick pay.
Group Life Insurance: (death in service) provides an employee with a tax-free lump sum for their family in the event of their death.
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Ready to simplify your insurance taxes and maximize your returns? Contact us now to schedule your free consultation.

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Our Services Include

Insurance Policy Tax Deductions

We help identify which insurance premiums qualify for deductions – from health and life insurance to business liability and workers' compensation.

Tax Compliance for Insurance Agents & Agencies

We manage tax filings, quarterly estimates, 1099 compliance, and deductible tracking for brokers and insurance business owners.

Audit Support & Representation

If you're audited or need to answer tax authority inquiries, we stand by your side to protect your interests and represent you professionally.

Premium Tax Analysis

We evaluate your insurance premium taxes and help optimize payments while ensuring compliance with state and federal requirements.

Customized Tax Planning

We create personalized strategies to reduce taxable income, especially for commission-based income earners in the insurance field.

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