Experienced, thoughtful advice . . .
Serving Virginia Businesses since 1994

Talk to us for experienced, thoughtful advice:

  • Business Insurance and Financial Services

    • Commercial Risk Management – All Types

    • Group and Voluntary Employee Benefits

    • Commercial Loans – New and Refinanced

    • Business Owner Retirement Income Planning

    • Business Succession and Exit Strategy Planning

  • Third Party Expense Reduction Audits

    • Workers Compensation Policy Audits

    • Credit Card Merchant Processor Audits

    • Waste and Recycling Audits

    • Shipping Audits

  • Tax Remediation Services

    • WOTC – Work Opportunity Tax Credits software

    • Credit Card Merchant Processor Audits

    • Engineered Commercial Property Cost Segregation

    • Section 41 – Research and Development Tax Credits

    • Real and Business Property Tax Audits

Plus, we are here to help you with your business and professional needs:

  • Voluntary Employee Benefits: including Accident

  • Critical Illness

  • Group Life, Dental, and Vision Insurance

  • Short Term and Long Term Disability Insurance

  • Insured Business Continuation Plans and Key Person Insurance

  • Business Owner Policies (BOPs)

  • Business Owner Disability Overhead Expense

  • Plus General and Professional Liability, Umbrella Liability,Workers Compensation and Commercial Auto Insurance.

Podcast with Bob Tassone