USA TAX & INSURANCE SERVICES, INC.
SEC file number 801-68338
· PALM HARBOR, FL
https://tax-insurance.gr ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$43M
Discretionary AUM
$42.4M
Employees
—
Clients
1400
Firm
- Address
- 4114 WOODLANDS PKWY
PALM HARBOR, FL 34685 - Phone
- —
- Website
- https://tax-insurance.gr
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- INSURICA INSURANCE SERVICES, LLC Medium name-match confidence · CIK 1995594 · OK
- CORGI INSURANCE SERVICES, INC. Medium name-match confidence · CIK 2074564 · CA
- Matic Insurance Services Inc. Medium name-match confidence · CIK 1832178 · OH
- Elysian Insurance Services Inc. Medium name-match confidence · CIK 2036602 · TN
- Instead Tax Services, LLC Medium name-match confidence · CIK 2070615 · FL
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CORGI INSURANCE SERVICES, INC. · D · Oct 30, 2026$30M
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CORGI INSURANCE SERVICES, INC. · D · Sep 4, 2026$20M
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CORGI INSURANCE SERVICES, INC. · D · Aug 24, 2026$40.7M
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Matic Insurance Services Inc. · D · Aug 13, 2026$25M
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CORGI INSURANCE SERVICES, INC. · D · Jun 4, 2026$266.1M
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INSURICA INSURANCE SERVICES, LLC · D · Apr 8, 2026$24.8M
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CORGI INSURANCE SERVICES, INC. · D · Apr 3, 2026$108.6M
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Elysian Insurance Services Inc. · D · Jul 18, 2025$6M
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Instead Tax Services, LLC · D · May 30, 2025$5M