Captive insurance services focused on your success


A True Focus On

Captive Insurance

Captive insurance companies are unique. It has been said that “if you’ve seen one captive insurance company, you’ve seen one captive insurance company.” Being different from commercial insurance companies and different from each other, captive insurance companies need a CPA firm that knows this industry inside and out.

We provide audit, tax, and advisory services to 250+ alternative risk entities across all major domiciles, and we have strong relationships with captive management companies that enable efficient audits and strong communication with both the captive managers and the boards of directors.


Services for Captive Insurance Entities

We add value to our clients and their captive management companies through efficient engagements, knowledge sharing, best practice advising, and tailored synergistic and communicative approaches.

Audit & Accounting Advisory Services

Our dedicated 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 the specific nuances of these entities. We know that our clients also benefit from a customized audit designed to fit their unique risk profiles.

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.

We understand your business, and we care about your success and your experience, so your audit and accounting advisory services are in the best hands.

Our Audit Services

Tax Services

Captive insurance companies have significant tax matters and questions that not every tax professional encounters on a daily basis, especially with the evaluation of tax status (risk shifting and risk distribution). Our tax team is well versed in all captive insurance tax matters, and we have professionals who are dedicated to serving these specialized needs.

Whether your captive is in the formation stages and looking for a tax opinion or your captive is well-established but looking for federal or state income tax preparation or provision review/preparation services, the specialized captive tax team at Johnson Lambert is here for you.

Our Tax Services

Advisory and Consulting Services

We offer a broad range of risk advisory and assurance services as well as technology and systems advisory services. Some of our service offerings are System and Organization Control (SOC) reports for your TPAs, ERM services, cybersecurity assessments, system implementation reviews, and more.

Our Consulting Services

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Captive Insurance Industry

Investment and Involvement

AICPA Insurance Expert Panel

Johnson Lambert partners are consistently members of the American Institute of CPAs (AICPA) Insurance Expert Panel which brings together CPA leaders knowledgeable in the insurance industry to come to agreement on key issues affecting insurance audit and attest matters.

Award-Winning Practice

Johnson Lambert has been honored to receive the 2018, 2019, and 2020 US Captive Review Awards in the Audit and Accounting Firm category. We have been pleased to receive such recognition from the esteemed captive industry voting panel that determines this award.

Key Industry Group Immersion

Johnson Lambert professionals are board members, volunteers, speakers, and conference attendees for major industry groups, including CICA, World Captive Forum, VCIA, SCCIA, TCIA, TxCIA, NRRA, MPL Association, and more. The firm proudly sponsors these organizations and their events as well.




Paul Preziotti, CPA Partner, Johnson Lambert

June 13, 2023   |   2:00 pm - 3:00 pm ET

Corporate Governance: Unleash Success Through Strategic Planning

Kristin Hogan, CPA Senior Manager, Johnson Lambert


We’re Ready to Help You Take on Today’s Most Pressing Business Challenges.

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