Navigate Tax Season With Help From Your Insurance Experts

Maximizing Your Savings and Deductions

We work hard to help you keep more of your money by taking advantage of deductions, credits, and other tax policies that can be applied when filing your return. We identify any tax-deductible premiums, check for income credits that you’re not currently taking advantage of, and apply any other deductions like an earned income credit (EIC) or premium tax credit that are available to lower your taxable income.

Reporting the Correct Information

Tax returns require a lot of information, so if you don’t know what you’re supposed to report, you risk being penalized or even accused of tax fraud. Thankfully, our team can take all your applicable information, organize it, and ensure it’s reported correctly to avoid any problems. Earned income credits, premium tax credits, premiums paid, payouts, and much more information must be included – and we’ll make sure it’s done right. 

Preparing the Correct Forms

Insurance can quickly complicate your tax return, especially if you have multiple policies or coverage through government programs like Medicare or Medicaid. We use our extensive experience to identify the necessary forms and help you complete them. A wide range of tax forms apply to insurance premiums, credits you receive, and payouts you receive as part of policies like life insurance, so you’ll save a lot of time with expert guidance.