Tax, Audit, and Advisory Solutions for Commercial Insurers

Specialized expertise for property and casualty, life, and health insurers, built on 40 years of insurance industry experience.

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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
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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 Services

Tax 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 Services

Advisory 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 Services
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Industry Insights

The Latest for Insurance Leaders

On April 7, 2026, Anthropic, the company behind the widely adopted large language model (LLM) Claude, announced a new model, Mythos. This was no ordinary launch however, it was an announcement that will usher in a sea change in how […]

Reinsurance accounting has always demanded technical precision. For finance teams at property and casualty insurers, it sits at the intersection of underwriting, claims, and financial reporting, requiring specialized fluency to execute well and explain clearly. For many carriers, that work […]

This year marks a momentous milestone for Johnson Lambert as we officially celebrate our 40th anniversary. Since our founding in 1986, the firm has grown from a visionary idea in the Washington, D.C. area to a premier national audit, tax, […]

Involvement
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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.

Webinars
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Featured

Webinars

August 22, 2024   |   10:00 am - 11:00 am ET

AI for Insurance Companies: Balancing Innovation with Risk Management

Kim Mobley, CPA, CISA, CISSP Partner, Johnson Lambert

February 27, 2025   |   2:00 pm - 3:00 pm ET

Corporate Governance: Leveraging AI for a Smarter Business Strategy

Andrew Cleveland, CPA Partner, Johnson Lambert

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Get Support for the Requirements Ahead

Whether you are preparing for an audit, managing tax obligations, or strengthening risk, controls, and systems, our team can help.