Mr. Jorgenson specializes in consulting and accounting for Independent Insurance Agencies. He provides management consulting and tax planning for agency owners. Additionally, he consults on agency mergers and acquisitions, and perpetuation and retirement planning. Mr. Jorgenson prepares agency valuations, with over 100 valuations completed to date. He speaks to insurance groups on a variety of subjects, and has testified on numerous occasions on insurance agency related matters.

Additionally, Mr. Jorgenson prepares personal, corporate, partnership and fiduciary tax returns and financial statements. He consults with business clients in many areas including business formation, profitability and tax planning, mergers and acquisitions and business liquidation.