Find out how much you could save on your taxes before December 31
Get a complimentary tax-savings estimate for you and your agency.
Ondrej Vesely, CPA, CPCU, reviews the information you provide, meets with you for 30 minutes, and follows up with a brief written estimate within two business days.
- Complimentary for Big I MN agency owners. Normally $475.
- 30-minute Zoom call. Booking through November 30.
- No obligation to become a client.
WHY BEFORE DECEMBER 31
Someone is filing your taxes. But who's finding your tax savings?
The question is whether anyone is looking for potential savings while there is still time to act on them.
Time to act
Your 2026 numbers can still move. The Year-End Review tells you what that could be worth, in one number.
The year closes
Most of what could have changed the outcome is now locked in.
Time to report
Your return records what happened.
WHAT YOU GET
Put a number on your potential tax savings
Receive a personalized estimate of potential tax savings based on your agency’s numbers. Your estimate is yours to keep, whether or not you become a client.
GET CLARITY BEFORE YEAR-END
Your Year-End Savings Estimate
What you could save before December 31, built on your numbers. In writing within two business days of your call.
Year-End Savings Estimate
$19,000
Bonus for members who book the review
Bonus 1
Put Tax Deadlines Where You’ll See Them
Bonus 2
Ask These Questions Before Year-End
Bonus 3
Know Where You Stand With the IRS
A second opinion, on your terms
Get a second perspective on potential tax savings from a Minnesota-based CPA who works with independent insurance agency owners.
As a new Big I MN affiliate member, Vesely CPA is offering this review to help agency owners get to know our approach to tax planning. Ondrej conducts every review personally, with a limited number available in October and November.
Three promises
- A personalized savings estimate. An estimate of how much you and your agency could save in taxes, based on the information you provide.
- A clear answer, either way. If we identify potential tax savings, we’ll put a number on them. If we don’t see a meaningful opportunity based on what you share, we’ll tell you that too.
- No obligation to become a client. No pressure, no pitch, no judgment. If you’d like to explore working together, we’ll explain our services and fees. If not, we’ll delete the documents you shared. Your estimate and guides are yours to keep.
Your tax return is optional, but sharing it helps us prepare a more accurate savings estimate.
how it works
How Your Year-End Review Works
Book your review, share the relevant information securely, and meet with Ondrej to discuss your potential savings. Your brief written estimate follows in two business days once the review is complete.
WHO YOU'LL WORK WITH
Ondrej Vesely, CPA, CPCU
- 20+ years of tax and accounting experience in the insurance industry
- Proactive, year-round tax planning and accounting for independent agency owners
- Based in Maple Grove, MN
- Outside the office: travel, real estate, and two kids in hockey (Go Trojans!)
Credentials & Affiliations
Book Your Complimentary Year-End Review by November 30
Booking by November 30 gives us more time to review your information and identify opportunities that may need attention before year-end. Appointments for this offer are limited.
- Complimentary for Big I MN agency owners. Normally $475.
- 30-minute Zoom call. Booking through November 30.
- No obligation to become a client.
Prefer to Start With a Checklist?
Download the Insurance Agency Tax Self-Check for a quick look at tax topics worth discussing for your agency.
Entity Structure
Family Pay
Tax Surprises
Retirement and Health
Overlooked Deductions
Exit Readiness
Questions About Your Year-End Review
What you get, what we need from you, and what happens afterward.
What Our Clients Say
