InsTrust Tax Services is unlike any other business partnership you’ve ever considered.
We have been successfully helping independent agencies enter the tax preparation market since 2006 by building relationships with banking institutions, conducting market research, staffing our company with friendly and knowledgeable tax professionals, and training and supporting insurance agents just like you as they quickly learn how simple and profitable tax preparation can be.
Why do we do it? Because we value small business owners and independent thinkers. And, like most Americans, we believe that small business will lead the U.S. to a better future. This belief is backed by new data from the census bureau that cites 90% of all firms in the U.S. have less than 20 employees and those firms are responsible for over 97% of all new jobs in America. Entrepreneurs are leaders, creative thinkers, people like you who seize opportunities and generate innovation on a community level. We believe in those who take the initiative to succeed.
To promote small business leaders, we level the playing field. We provide you with the same services the big guys offer, unlimited e-filing for all federal and state returns, personal or business filings with no costly contracts, up-front fees or risks involved.
We value your mission as an independent insurance agent and want to help you maintain your independent status by offering a simple means to deliver quality financial products. Not only will tax preparation allow your agency to increase customer loyalty, but it will also open the door to new clients and more cross-selling opportunities.