Guidance For Investment Corporations, Insurance Brokerages, Mortgage Brokers and Others in the Finance and Insurance Industries

Finance and Insurance

Our finance and insurance clients include investment corporations utilized to invest in stocks, bonds, mutual funds and other investment alternatives, insurance brokerages and mortgage brokerages.


  • Our clients in the finance and insurance industry rely on our expertise to provide the following services:

    • Compilation, review or audit of financial statements
    • Corporate income tax filings
    • Bookkeeping
    • Evaluation of tax structure alternatives
    • Corporate and personal tax planning
    • Corporate finance transactions
  • Coverage

Industry Experts: Howard Bergman, David Yabrov and Alan Silverman