top of page
shutterstock_1233205321-scaled.jpg

Tax Planning &  Compliance

TAX PLANNING & COMPLIANCE

Insightful Accounting for Insurance Companies

Ever-increasing regulatory burdens on insurance companies means you’ll benefit from Rodefer Moss, an accounting partner who tracks and assesses the effects on your company in the always-changing regulatory environment. We ensure our clients know and understand the complex challenges caused by industry consolidation and technological changes.

THOUGHT LEADERSHIP

Insights

Work Meeting

TAX PLANNING & COMPLIANCE

Solutions

Income Tax Compliance (Return Preparation) Services for Individuals, Corporations, Partnerships, Estates and Trusts

Tax minimization Strategies for Acquisitions and Mergers, as well as Exit Strategies

Annual Planning Exercises to Minimize Recurring Taxes and "Bracket Management"

Multi-State Income Tax Planning and Minimization Strategies

RM Dots Background_edited.png

TAX PLANNING & COMPLIANCE

Team

an image of Tim Van Cleve, National Director of Tax at Rodefer Moss

Tim Van Cleve

National Director of Tax

an image of Holly Barnes, Partner at Rodefer Moss

Holly Barnes

Partner

an image of Heather Kelch, Partner at Rodefer Moss

Heather Kelch

Partner

an image of Donna Willis, Principal at Rodefer Moss

Donna Willis

Principal

an image of Andy Farmer, Senior Tax Manager at Rodefer Moss

Andy Farmer

Senior Tax Manager

an image of Brooke Patty, a Senior Tax Manager at Rodefer Moss

Brooke Patty

Senior Tax Manager

an image of Jacque Barber, a Tax Manager at Rodefer Moss

Jacque Barber

Tax Manager

an image of Jimmy Crabtree, a Tax Manager at Rodefer Moss

Jimmy Crabtree

Tax Manager

Olivia Morris

Tax Manager

an image of Caitlynn Packard, a Tax Manager at Rodefer Moss

Caitlynn Packard

Tax Manager

Let's Talk

READY TO GET STARTED?

bottom of page