Captive Insurance

Customized Audit Solutions

While we have decades of experience and are actively involved in the industry groups that enable us to share best practices, we know that our clients also benefit from a customized audit designed to fit their unique risk profiles.

Our captive insurance audit teams comprise professionals of all levels who work with many captive clients and are frequently trained on the accounting and auditing standards and other updates that affect our clients. We understand you, and we care about your business, so your audit is in the best hands.

Explore our audit services


Dedicated Captive Tax Team

Have you made the right tax election? Do you have the right documentation to support your tax election? Who’s reviewing your quarterly tax provisions? What changes in operations will affect your taxes this year? We are here to assist you with all of this and more.

Captive insurance companies have significant tax matters and questions that not every tax professional encounters on a daily basis. Our tax team is well versed in all captive insurance tax matters, and we have professionals who are dedicated to serving these specialized needs. Our tax services for captive insurance companies include:

  • Federal and State Income Tax Preparation
  • Form 8886 Filings
  • Preparation and Review of Quarterly and Annual Provisions
  • Tax Opinion (Risk Shifting and Distribution)
  • Uncertain Tax Position Documentation
  • Taxing Authority Examination Representation
  • Tax Planning and Consulting

Let us help simplify your tax matters

How Can We Make Your Life Easier?

When accounting standards are updated, when the captive laws and regulations change, or when your captive is newly formed or undergoing operational changes, a knowledgeable, caring, responsive, and committed advisor can make these challenges and opportunities easier to tackle. We enjoy working collaboratively with our clients to solve any problem, improve any pain point, or optimize any process.

Learn about our consulting services