audit and tax

Audit and Tax

We are dedicated to the insurance industry – it is our only focus.


Our extensive insurance knowledge provides for efficient and effective audits. We are committed to providing our audit clients an experienced audit team, with minimal turnover, and appropriate communications throughout the entire process.


We perform audits on a statutory and generally accepted accounting principles basis for property and casualty, life, fraternal life, health, and dental insurers and reinsurers. These companies include mutuals, stock entities, risk retention groups, captives, and reciprocals and range in size from town mutual (or farm or county mutuals) insurers with as little as $1 million in premium to entities with nearly $1 billion in premium.


Our insurance tax services include preparation and review of federal and state income and franchise tax returns, estimates, extensions, and refund claims. We also provide insurance tax consulting services related to training on preparation of current and deferred tax provisions and the related statutory reporting disclosures.