AGENCY FEE SCHEDULE

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The question is always asked, why do we charge fees for some of our services? The answer is simple, we work hard for our clients and some of our clients have needs which are not standard and require extra work. Due to the extra time it takes for us to perform certain actions, we must charge a fee. However, Adisa Financial Assurance prides itself in being transparent and having a simple fee structure. We are not afraid to post this information unlike some agencies who hide it.
NON-STANDARD AUTO POLICY FEES
Non-standard auto pertains to all policies written for clients who have no proof of prior insurance, numerous tickets, accidents, Matricula cards or no valid or suspended license. The insuring company determines when these fees are charged.
     • Application - $25.00
     • SR-22 (policy required) - $125.00
     • MVR REPORT - $25.00

STANDARD AUTO POLICY FEES
Standard auto pertains to all policies written for clients who have proof of prior insurance, minimum tickets or accidents, and a valid drivers license. The insuring company determines when these fees are charged.

  • Application - $25.00
  • MVR Report - $25.00


 
BUSINESS POLICY FEES:
These fees are based on the premium of the policy.

    Premium                   Fee
$150 - $1,000          $60.00
$1,001 - $2,000       $100.00
$2,001 - $3,000       $150.00
$3,001 - $5,000       $200.00
$5,001 - upward     $250.00
BUSINESS CERTIFICATES OF INSURANCE
The first 5 certificates are free.
All certificates after the fifth are $10.00 each.

BUSINESS INSURANCE CANCEL FEE
Fee is based on amount of owed premium remaining on the policy. The fee is calculated at 20% of the balance with a minimum of $200.00. This will be billed to you at the time of policy cancellation.
TAX PREPARATION FEES
Most business services and tax returns will fit into the fees described below.

INDIVIDUAL TAX PREPARATION FEES
We specialize in tax preparation for small business, LLCs, rental properties, earned income credit, etc. Typical fee range is $500 to $700  for standalone individual tax returns.

Your tax preparation fee is dependent on the number of forms used to prepare your tax returns.
ADDITIONAL AGENCY FEES
These fees are in addition to any fees which may be charged by
the insuring company.
     • Returned Checks $15.00 in cash
     • Policy Reinstatement $50.00
TAXABLE EVENTS THAT MAY INCREASE PREPARATION FEES INCLUDE-

  • Multiple State Returns
  • Rental Properties, Sales, AirBNB
  • Small Business, Home Office
  • Stock and Other Asset Sales
  • Schedule C
  • IRA
  • ROTH
  • Etc. 
                                                                   FORMS OF PAYMENT ACCEPTED IN OUR OFFICE

Our office accepts numerous forms of payment. However, we do accept cash in our office. This is for your and our safety. We have numerous locations around our office where a money order may be obtained.

     • Master Card/Visa (Some companies vary as to which credit cards are accepted. We process all Insurance payments through insurance companies website. Agency Fees and Tax Preparation Fees will be processed through our Authorized Payment System.
     • Money order
     • Check  (Must have information pre-printed on the check. No temporary checks accepted.)

Checks and credit cards must have the name of insured | taxpayer imprinted.
In some cases checks may need to clear agents remittance account prior to issuing payment to insurance company.
If payment is made directly onto the insuring companies website additional forms of payment may be accepted such as
American Express or Discover.