Captive Insurance

Audit & Tax Support Built for Captive Managers

We help captive managers and captive owners simplify financial reporting and compliance.

Captives sit at the intersection of risk financing, regulatory requirements, and financial reporting. Whether you’re managing a single-parent captive, a group structure, or a cell arrangement, timely and accurate financial statements, and a smooth audit process, matter to your client relationships and your reputation.

Our team supports captives throughout the lifecycle, with an approach designed to make things easier for captive managers: clear timelines, streamlined information requests, responsive communication, and practical guidance that fits how captives actually operate.

Some of the most common services we provide to captive insurance clients include:

  • Financial statement preparation for captive entities
  • Compilation engagements and support
  • Audit services tailored to captive insurance structures
  • Tax compliance and consulting
  • Feasibility assessments and financial modeling
  • Captive formation support and planning
  • Annual accounting and audit readiness support
  • Governance, internal controls & reporting assistance
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Captive Insurance Leader

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