A quick 5 minute video that shows how profitable agencies cut taxes with the PTA framework.

Keep More of Your

Insurance Agency's Profit

CLICK BELOW TO WATCH FIRST!

Who This Is For

We work with insurance agencies netting 250K to 1M in profit who want real financial clarity and stronger tax planning. If you want a simple system that shows you what is leaking, what to adjust, and how to keep more of your money, you are in the right place.

How We Help You Keep More Profit

We use the PTA framework to give agency owners clear numbers, stronger tax planning, and a simple path to higher profit.

Positioning: Set up your agency the right way so you stop losing money to payroll and self employment tax.

Timing: Use the right moves at the right time so key decisions do not turn into unnecessary tax bills.

Alignment: Sync your business strategy, tax strategy, and personal wealth goals so every move builds long term profit.

Clarity: Know exactly where money is leaking and what adjustments give you the biggest wins fast.

STILL NOT SURE?

Frequently Asked Questions

Find answers to our most frequently asked questions here.

What does a CFO and tax strategist do for insurance agencies?

We help you see the real numbers behind your agency, reduce taxes legally, and protect your profit. That includes reviewing your tax setup, finding missed opportunities, cleaning up messy books if needed, and giving you a simple plan that keeps more money in your pocket without adding work to your week.

How long does it take to see results?

Results depend on the specific strategies we implement and your industry. Many clients see initial improvements within the first few months, with more substantial growth over time as the strategies develop.

What types of businesses do you work with?

We work with a variety of insurance agencies, from small agencies to established enterprises, specially those in the $250K to $10M in revenue who want stronger financial control, tax efficiency, and growth planning.different industries. Our customized approach allows us to tailor our strategies to fit your unique needs and goals.

How will we measure the success of our strategies?

Success is measured through clear financial reporting and key performance indicators (KPIs) such as tax savings, cash flow improvement, profit margin growth, and overall financial stability. We provide regular updates so you can track progress and see the impact on your agency’s bottom line.

TESTIMONIALS

What others are saying

Rhett, CEO

We've utilized Omar and his team for various services. They have been extremely good to work with personally, but they have also helped our clients move their businesses as well. Much more than a normal CPA that takes financials and prepares/submits tax forms. I highly recommend working with them if you want an Accounting / Financial partner to dive into your business.

Helen, Agency Owner

Omar work extra hard to save thousands in tax planning and taking the time to understand your business needs. They have assisted us in growing our business during difficult times.

John, Business Owner

I’m extremely satisfied with the tax services that Mr. Garcia and his team have provided us. His firm helped my business save $16k+ last year. I couldn’t believe how much money we could have lost because I thought my accountant was helping us save money in taxes. I recommend this firm to any business owner out there looking for help with their high tax bill.

Discover How We Elevate Your Brand

Strategic Planning

Tailored strategies to align with your unique business goals. We collaborate to create a roadmap that identifies key growth areas and focuses on actionable insights to drive your brand forward.

Tax Planning Execution

Targeted tax strategies designed for insurance agencies. Our team reviews your current setup, identifies legal opportunities to reduce your tax burden, and helps you implement proactive moves to keep more of your profit each year.

Performance Analytics

Track and optimize your agency’s financial performance. Through data-driven insights, we monitor key indicators like cash flow, profit margins, and tax savings, refining your strategy to ensure every decision drives measurable results.