Commercial Insurance

As the nation’s largest insurance-focused accounting firm, we have a depth of technical excellence that is unparalleled.  We understand your industry, which allows us to deliver more personalized services to you.  We provide audit, tax, compliance and consulting services to many types of commercial insurance entities.  Our leaders are committed to the insurance industry through our investment in professional activities.  Our leadership has held positions such as Chair of the Auditing Standards Board and many other accounting and insurance industry positions.  A leader in our firm currently serves on the AICPA Insurance Industry Expert Panel.  We are committed to monitoring financial accounting and tax trends, laws and regulations, new rules and other environmental factors impacting your company. We communicate relevant information to you so you can make informed decisions.

We understand the complex set of accounting principles governing your company.   We are proficient with GAAP, statutory accounting and governmental accounting standards.  Our professionals routinely receive specific industry-relevant training in accounting and auditing.  Our experience and quality of service is unmatched in the insurance industry.  We build strong relationships which allow us to seamlessly integrate our services with your current service providers and give you the highest level of service.

Audit and Assurance Services

Our audit and assurance services are designed to address the risks of your company.  We customize our approach for you based on the factors affecting your organization.  Your service team will be hand-picked to ensure you receive the most experienced personnel based on the services you require. 

Audit and assurance services we provide include:

We design your assurance engagement to align our scope of services with your objectives.

Tax Compliance and Consulting Services

We pride ourselves on our ability to provide tax engagements that suit your needs. Our tax professionals will provide you with a depth of tax knowledge and industry specialization necessary for an effective and efficient engagement.

Tax compliance and consulting services we provide include:

  • Federal and state income tax preparation – including Forms 1120, 1120-PC and 1120-L
  • Consolidated return preparation and electronic filing
  • Voluntary compliance programs
  • Change of accounting method requests
  • IRS exam representation
  • Quarterly and annual provisions and related disclosures
  • 953(d) election applications and maintenance
  • Uncertain tax position (FIN 48) documentation
  • Mergers and acquisitions planning
  • Foreign bank report filings
  • Tax equalization calculations of expatriate employees
  • State tax planning and compliance

Recognizing the importance of sound tax planning, we strive to keep you updated on emerging federal and state tax issues to ensure your tax strategies are compliant with current rules and regulations.  Our goal is to be your valued and trusted tax partner throughout your tax planning process.