Home, auto and boat insurance for Tarpon Springs and Pinellas families. We shop it for you.
We're a family-owned, independent agency. We compare dozens of insurance companies to find you the right price and coverage. Need taxes or bookkeeping too? We do that under the same roof.
Already a client?
Florida home insurance renewal coming up?Send us your current policy page and we'll re-shop it with our carriers. No cost, no pressure.
Two services, one team you already know
Pick a service to see the details, or skip straight to a free quote.
Insurance
As an independent agent we work for you, not one insurance company. We compare prices and coverage, then explain your options in plain words.
Tax & Accounting
From a simple personal return to full bookkeeping and payroll for your business. We serve clients in Florida and across the country.
- Personal tax returns
- Small business taxes
- Corporate taxes
- Tax planning & consulting
- Bookkeeping
- Accounts receivable / payable
- Payroll
- Sales tax
- 1099 / 1096 filing
- Business setup (LLC, S-Corp)
- Advisory auditing
- Notary
Authorized IRS e-file provider. Prefer to meet in person?
Insurance, taxes and your mortgage, under one roof
Our sister company, East Lake Mortgage, is just down the hall. That means the people doing your taxes, your insurance and your home loan can actually talk to each other.
Buying a home? We prepare your tax return with your mortgage in mind, so lenders see the full picture of your income.
Why: this is the one thing no nearby agency offers, and today it's buried in a paragraph. It also gives social posts a clear story.A free quote in three simple steps
Answer a few quick questions online. It takes about two minutes. You can attach your current policy if you have it.
Your agent compares prices and coverage across our carriers, or reviews your tax situation.
A local agent gets back to you the way you prefer, by the next business day.
The people our clients ask for by name
We're a family business. When you call, you talk to someone in our Tarpon Springs office who knows your file.
What our clients say
Kristen was very prompt in her responses and easy to work with. She was able to turn around my homeowners insurance in less than a day and provide an awesome rate with great coverage.Homeowners insurance client
She has helped us for the past several years handling our insurance needs. She is always very pleasant and knowledgeable and has always found time to answer all of our questions.About Karen · Insurance client
Daniel did our taxes and he maximized the refund, which we received three days later. Daniel took the time to print and verify all the paperwork.Tax client
Plain-English tips from our team
Let's see what you could save
Free quote, no pressure. You get a response from a local agent by the next business day.
Need help with your policy or taxes?
Policy changes, ID cards, billing, a claim or a tax question. Tell us what you need and when to call. If you write after hours, we'll contact you the next business day.
Why: current clients get their own button, so service requests don't land in the new-lead quote form. Each request arrives with the reason, policy number and best time to call, and after-hours requests are flagged for next-day follow-up.Hours
Monday to Thursday 8:30 to 5:30
Friday 8:30 to 5:00
Saturday: tax appointments only
Areas we serve
- East Lake
- Tarpon Springs
- Palm Harbor
- Holiday
- Trinity
- Dunedin
- Westchase
- Keystone
- All of Pinellas
Tax clients nationwide.