Insurance brokers require a different level of service. Perlson LLP customizes our offerings to take care of your number one client – you.  You cannot provide adequate support to your client unless the accounting, planning and reporting for your own firm is taken care of first. We help you do your job by first doing ours. Our full-circle, full-service accounting and tax services ensure that your firm is kept informed and always in compliance. Our in-depth knowledge of the insurance industry can’t be matched.

  • Accounting, bookkeeping management and payroll services
  • Audits, reviews and compilation of financial statements
  • Tax planning and compliance for the business and its owners
  • Business structure and entity planning
  • Revenue-sharing analysis
  • Cash flow and budgeting
  • Industry benchmarking
  • Merger and exit planning
  • Cost segregation
  • Internal accounting controls
  • Multi-state nexus analysis
  • Partner and shareholder compensation
  • Pension and retirement planning
  • Capital raise and debt financing assistance