EXCLUSIVE IAOA MEMBER BENEFIT

What Could Lower Your Taxes Before Year-End?

Discuss six tax-planning areas for your agency in a Complimentary Tax Opportunity Review. Receive a written snapshot highlighting areas worth exploring.

Book YOUR Review
Explore Vesely CPA
  • 30-minute review focused on your agency.
  • Complimentary for IAOA members.
  • Limited appointments available each month.
YOUR SIX TAX CHECKPOINTS

Is Your Agency Missing Tax Opportunities?

Your review looks across all six areas to identify potential opportunities and areas that may warrant further analysis.

Entity Structure

Is your current tax structure still the right fit for your agency?

Tax Surprises

Do you know what you’ll owe, or does April bring a surprise?

Overlooked Deductions

Are you missing deductions or leaving expenses off your tax return?

Family Pay

Does family help in the agency, and are they paid the right way?

Retirement and Health

Could your retirement and health benefits do more to reduce your taxes?

Exit Readiness

Have you considered the tax cost of selling or passing on your agency?

A fresh look at your agency’s tax picture

Running an agency means balancing clients, carriers, employees, and growth. Finding time to step back and consider your own tax planning can be difficult, especially when the conversation usually revolves around getting the return filed.

The Complimentary Tax Opportunity Review gives IAOA agency owners a dedicated opportunity to explore that bigger picture. During a 30-minute conversation we'll walk through six areas of your tax picture based on what you share about your agency and your goals.

What you’ll take away

  • Potential opportunities worth exploring. Bring attention to areas that may deserve a closer look as your agency grows or your circumstances change.
  • Clearer questions for future planning. Know which areas are worth a deeper look before the next return gets filed.
  • A written snapshot summarizing the potential opportunities and questions we discussed, based on the information you share.

You already have someone filing your return. The question is whether anyone is looking for potential savings while there is still time to act on them, instead of after the year is closed.

No tax return needed. No obligation to become a client.

how it works

How Your Review Works

Pick a time, meet with Ondrej for 30 minutes, and receive a written summary of areas worth exploring.

Pick a Time

Pick a convenient time and tell us a little about your agency.

Book YOUR Review

Meet With Your CPA

Spend 30 minutes with Ondrej reviewing six tax checkpoints for your agency.

Get Your Snapshot

Receive a written snapshot with potential opportunities and questions worth exploring.

WHO YOU'LL WORK WITH

Ondrej Vesely, CPA, CPCU

  • 20+ years of tax and accounting experience in the insurance industry
  • Proactive tax and accounting for independent insurance agency owners
  • Serving independent agency owners nationwide
EXPLORE Vesely CPA
Credentials & Affiliations
Big I MinnesotaPIA Minnesota

Book Your Complimentary Review

Explore where you and your agency may be missing tax opportunities. Book your Complimentary Review.

  • No obligation to become a client
  • No tax returns needed
  • One review per agency
  • Limited appointments each month
3 Complimentary Reviews remaining in November

Not Ready to Book?

Get the Insurance Agency Tax Self-Check. Take the six tax checkpoints with you and see which areas of your agency may deserve another look.

Entity Structure

Family Pay

Tax Surprises

Retirement and Health

Overlooked Deductions

Exit Readiness

Questions About Your Complimentary Review

What is included, who the review is for, and what happens afterward.

Am I eligible?

This benefit is for IAOA member agency owners. That includes solo owners, agencies with employees, and agencies with multiple owners. One complimentary review is available per agency.

What is included in the review?

A 30-minute conversation covering six tax checkpoints, followed by a written snapshot. The snapshot identifies areas where no immediate follow-up was identified from the conversation, potential opportunities worth exploring, and topics that may warrant more detailed analysis.

I already have a CPA. Can I still book?

Yes. This is a second look at six areas that may not come up during tax preparation, from a CPA who does year-round planning for independent agency owners.

Should I do this now or wait after year-end?

Now, because most planning opportunities only help if you act before December 31. If something comes up in the review, there may still be time to address it this year.

What happens if you identify an opportunity?

Your snapshot will highlight the area, why it may deserve a closer look, and what may be worth reviewing next.

Can Vesely CPA help beyond the review?

Yes. Vesely CPA offers ongoing tax planning and advisory, tax preparation, bookkeeping and accounting, payroll coordination, and CPA guidance for insurance agency owners.

Monthly plans are typically $597, $749, or $1,499, depending on your agency’s needs and complexity.The Tax Opportunity Review is complimentary, with no obligation to become a client.

What Our Clients Say

“What really makes Ondrej stand out is his genuine care and responsiveness. He’s always there when you need answers, always honest and transparent, and always on your side.”
Steve K
“I highly recommend Ondrej for his expertise, dedication, and consistent support.”
Kris W

Let's Talk About Your Agency

No pressure, no obligation, no judgment. Just a focused conversation about your agency and what's worth a closer look.

Book YOUR Review