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Insurance Agents

Trusted tax and accounting experts for Insurance Agents

Tax Program for Insurance Agents
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Since 2011, ATBS has helped insurance agents be more profitable, organized, compliant and business mobile. Our portfolio of business services free the insurance agent’s time to focus on the new business while their bookkeeping, taxes, financial report cards, and personal goals are tracked and managed by business experts at ATBS. We currently serve insurance agents for many of the leading Property and Casualty firms.

Insurance Agents simply send ATBS their receipts and revenue statements. ATBS does the bookkeeping and accounting, creates monthly and year-end Profit & Loss Statements, and provides the client secure online access to their records and receipts. Clients also rely on the ATBS tax team to prepare their federal and state tax return and quarterly tax estimates to ensure IRS compliance.

ATBS services are “bundled” for sole proprietors and incorporated clients with one low monthly fee for tax and accounting work. Qualified ATBS Business Consultants coach agents with expert advice; other services include payroll, tax resolution, and incorporation services.

Insurance Agents using ATBS earn more net income than their peers. With a 98% satisfaction rating, ATBS will change your life, giving you more profit and more time to do what you love. But don't take our word for it watch the video to hear from one of our clients. 

Insurance Testimonial
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Listen to Paula S., insurance agent, tell you how ATBS gives her more time to focus on selling. 

Talk to a qualified ATBS representative today