USA Tax & Insurance Services Overview

  • Founded
  • 2001
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

USA Tax & Insurance Services General Information


Provider of investment advisory services. The company provides income tax and financial planning, based on their tax model, to improve the profitability of the businesses of its clients.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Accounting, Audit and Tax Services (B2B)
Primary Office
  • 4114 Woodlands Parkway
  • Suite 402
  • Palm Harbor, FL 34685
  • United States
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USA Tax & Insurance Services Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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USA Tax & Insurance Services Executive Team (1)

Name Title Board Seat Contact Info
Stephen Hand President & Founder
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