Finances Made Simple – Sherri LaCasse

We work with businesses to help them apply for the Employee Retention Tax Credit and the Research & Development Tax Credit.

We also provide Tax Strategies and Estate Planning for businesses and individuals.

We are an independent, full-service insurance agency, offering solutions for businesses, individuals, and seniors.

Finances Made Simple works with the top insurance companies to offer our clients the best coverage.
We design plans with a focus on low out-of-pocket cost, while maximizing insurance benefits. This is accomplished by providing personalized insurance advice aimed at helping our clients make better-informed decisions regarding their plans.

Our Commitment

From day one, our team has led the insurance industry by basing our business on the commitment to our clients and prospects by:

Promptly responding

Listening to your specific needs

Focusing on personalization

Having the best customer service

Business Investment Tax Recovery

You've invested in your business. It's time to claim your credit.

The R&D tax credit is available to any U.S. business that spends time and resources on new development, improvements, or technological advancements in effort to improve upon its products or processes. The credit can also be available to American Business owners that have improved upon the performance, functionality, reliability or quality of existing products or trade processes.