WE ARE THE INSURANCE TAX ADVISORY FIRM
To our clients, possibly the most significant place we set ourselves apart from the competition is our dedication to the Insurance Industry.
WE ARE THE INSURANCE TAX ADVISORY FIRM.
Where other firms may view insurance as either a niche or an aspect of their overall practice, our focus and 100% of our efforts are directed at being the tax advisor to organizations that either are insurance companies or have insurance companies as part of their larger enterprise.
As a firm, we are a member of and extensively involved at the local level in the Insurance Accounting and Systems Association (IASA).
CORE SERVICES
Core Services – Although strategic tax planning is one of our more valuable service offerings, our core day-to-day services include traditional IFRS, GAAP and Statutory financial statement tax accrual and footnote preparation, publicly traded company SEC filing tax assistance, Federal and State tax return reviews and preparation, tax department loan staffing and support services.
Due to the unique nature of our client base the scope of our core services includes everything from small stand-alone, single state Limited Liability Company, S-Corporation, Partnership, and C Corporation returns to large mixed group consolidated corporation tax filings with P&C, Life, failed Life, Health, and disregarded entities filing not only in States across the U.S. but also as alien entities in foreign jurisdictions and U.S. territories.
TAX PLANNING
Tax Planning and Strategy – As a tax-only advisory firm, we do not have the historical red tape and potential conflicts of interest that can develop when trying to serve the Company as both the tax advisor and as the Company’s auditor. This approach allows us to develop a natural business synergy with our clients that can be both strategic and cost-effective. As such, we find that our client’s board of directors, C-level executives, and tax directors frequently call upon us to assist with long-term corporate tax planning and major operational restructuring endeavors.
We regularly provide more focused tax planning, including investment portfolio tax minimization, reinsurance, mergers, acquisition and divestures tax structuring, and IRS and State tax audit management and support assistance in addition to basic research and analysis on Federal and State insurance and corporate tax issues.
NATIONAL INSURANCE EXPERIENCE AND CLIENT BASE
Our firm serves an international client base of organizations with insurance operations headquartered across the United States as well as offshore and overseas jurisdictions.
Our clients have included an extensive array of business structures including mutual insurance companies, risk retention groups, reciprocals, agencies, publicly traded and privately held property & casualty groups, life, health, and annuity groups, international reinsurance companies, segregated cell companies, and captive insurance companies.