Trusted Advisors
Invested in Your Success
Johnson Lambert provides audit, tax, and consulting services to 750+ insurance clients, giving our teams a clear view into the financial, operational, and regulatory demands shaping the sector. From statutory reporting and tax requirements to compliance expectations and business change, we bring industry perspective to the decisions insurance organizations manage every day.
Our professionals stay active in accounting and financial developments, tax laws, regulatory changes, and compliance requirements affecting insurance organizations. We use that involvement to share relevant practices with clients and educate our teams at every level, building the knowledge and industry familiarity that support efficient, client-focused service. Our team members consider themselves insurance professionals as much as they consider themselves accountants and consultants.
Services for Insurance Entities
We work with property and casualty, life, and health insurance entities across the needs that shape finance, compliance, and operations teams.
Audit and Assurance Services
ur audit and assurance services for insurers include financial statement audits, reviews, accounting advisory services, SEC compliance and reporting, agreed-upon procedures, SOC reporting, and Cybersecurity SOC.
Our team understands the statutory and insurance GAAP standards that govern insurance organizations, along with the reserves, actuarial inputs, controls, and reporting requirements that shape the audit process. We bring high quality standards, open communication, and insurance-focused resources to support an efficient engagement from planning through completion.
Our Audit ServicesTax Services
Our dedicated tax team works with insurers on the compliance, provision, reporting, and planning needs that shape their tax function. We understand the statutory and GAAP considerations, entity structures, regulatory requirements, and filing obligations that affect insurance organizations.
Our services include federal and state income tax preparation, quarterly and annual provision preparation and review, related disclosures, FATCA and foreign bank report filings, foreign tax filings, uncertain tax position documentation, taxing authority examination representation, and other support tailored to your organization’s needs.
Our Tax ServicesAdvisory and Consulting Services
We tailor our consulting services to the needs of your organization, whether you are strengthening internal controls, preparing for regulatory requirements, evaluating systems, managing risk, or responding to operational change.
Our offerings include internal audit outsourcing and co-sourcing, Model Audit Rule readiness and implementation, System and Organization Control reports, ERM services, cybersecurity assessments, system implementation reviews, and other support aligned to your priorities.
Our Consulting ServicesIndustry Insights
The Latest for Insurance Leaders
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 an agreement on key issues affecting insurance audit and attest matters.
NAIC Involvement
Members of the Johnson Lambert team, including both members of the insurance audit practice and the regulatory team who serve the needs of insurance regulators, attend NAIC meetings. We share what we learn in frequent, detailed reports featured in our Insights section of this website. We also have representation on the NAIC/AICPA Task Force.
Key Industry Group Immersion
Johnson Lambert professionals are board members, volunteers, speakers, and conference attendees for major industry groups, including IASA, AICPA, APCIA, MPL Association, and more. The firm proudly sponsors these organizations and their events as well.
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