Insurance & Tax, One Team
Get Your Business Insured, Tax-Ready, and Organized Before the Next Big Requirement.
HPi Solutions helps new and growing business owners coordinate business insurance, CPA-led tax support, and practical financial organization for leases, contracts, employees, and tax deadlines.
Licensed P&C Producer
Katrina Leonard
Katrina brings a client-first approach built on needs-based solutions and real education, not just policies. Since entering the insurance industry in 2022, she's worked across medical, life, and supplemental coverage before expanding into property and casualty, travel, and commercial insurance in 2025 — giving her a broad view of how coverage actually fits real people and real businesses, across both field and office-based sales environments. Her focus is making sure you understand your options well enough to choose what genuinely fits, not just what's easiest to sell.
NPN #20030022. Licensed in Kansas.
Common reasons business owners reach out
You formed an LLC — now what?
You registered your business but aren't sure what insurance coverage you actually need.
Someone asked for proof of insurance
A landlord, general contractor, or vendor needs a certificate of insurance before you can move forward.
You're hiring your first employee
New payroll brings new insurance and tax requirements you haven't dealt with before.
Revenue is coming in, with no tax strategy
You're making money without a plan for what you'll owe or how to reduce it.
Not sure your current coverage fits
Your policy was set up early on and may not match what your business looks like today.
Tired of two separate vendors
You want one team that understands both your insurance and your taxes.
If any of this sounds familiar, it's time for a straight answer from one team.
Highest-Urgency Need
Need a Certificate of Insurance — fast?
If a general contractor, landlord, or vendor won't let you start work without proof of coverage, that's exactly where we start.
Contractors
Bidding a job that requires proof of general liability before you can sign.
Restaurants & F&B
A landlord or vendor requires a certificate before you can open or renew a lease.
Takes 10 seconds — we'll match you with the right next step for your state.
One team, two critical areas
Insurance and tax handled by one coordinated team — no hand-off between separate vendors.
Business Insurance
Coverage matched to how your business actually runs
- General liability
- Professional liability / E&O
- Workers' compensation
- Business owner's policy (BOP)
- Commercial auto
- Cyber liability
- Umbrella insurance
- Industry-specific coverage review
Tax & Financial Organization
CPA-led tax support, built for growing businesses
- Proactive tax planning
- Deduction strategy
- IRS compliance guidance
- Cash-flow and recordkeeping readiness
- Fractional CFO services
How it works
Business Readiness Review
A short conversation about your business — structure, contracts, employees, revenue, and current coverage.
Gap & Readiness Map
You get a clear picture of what's missing or exposed across insurance, tax, and recordkeeping.
Implement the Right Protection
We put the correct coverage and tax processes in place — nothing more than your business needs.
Book a Business Readiness Review
Tell us a little about your business. We'll reach out to schedule your review.
Free Download
New Business Risk & Tax Readiness Checklist
Not ready to talk yet? Start with the checklist new business owners use to see where they stand.