Johnson Lambert is an insurance-focused CPA and consulting firm, ranking as the 5th largest auditor of P&C insurers (AM Best, December 2020). We provide audit, tax, and advisory services to 500+ insurance clients and, specifically, 250+ captive and alternative risk entities.
One Lawson Lane,
P.O. Box 525 Burlington,
Johnson Lambert has been serving the insurance industry since the inception of our firm. We understand the dynamic business environment in which captive insurance companies operate and the regulations to which they are subject. Our practice and service offerings have grown over the years to meet the needs of this ever-evolving industry. Our professionals are active thought leaders in the insurance community, sharing their years of experience and their focused expertise.
Today we serve more than 500 insurance entities, including commercial insurers, captives, risk retention groups, and public entity risk pools. We also have a practice dedicated to meeting the needs of insurance regulators.
We have been serving captives for more than 35 years. We serve 250+ alternative risk entities across most domiciles, and we have strong relationships with captive management companies that enable efficient audits and strong communication with both captive managers and boards of directors.
Our captive insurance audit teams comprise professionals of all levels who work with many captive clients and are frequently trained on the accounting and auditing standards and other updates that affect our clients. We understand you, and we care about your business, so your audit is in the best hands.
We also believe that captive insurance companies have significant tax matters and questions that not every tax professional encounters on a daily basis. Our tax team is well versed in all captive insurance tax matters, and we have professionals who are dedicated to serving these specialized needs. Our tax services for captive insurance companies include: Federal and State Income Tax Preparation; Form 8886 Filings; Preparation and Review of Quarterly and Annual Provisions; Tax Opinion (Risk Shifting and Distribution); Uncertain Tax Position Documentation; Taxing Authority Examination Representation; and Tax Planning and Consulting.
Finally, when accounting standards are updated, when the captive laws and regulations change, or when your captive is newly formed or undergoing operational changes, a knowledgeable, caring, responsive, and committed advisor can make these challenges and opportunities easier to tackle. We enjoy working collaboratively with our clients to solve any problem, improve any pain point, or optimize any process.
Areas of specialisation:
- Financial Statement Audits
- Federal and State Income Tax Preparation
- Form 8886 Filings
- Preparation and Review of Quarterly and Annual Provisions
- Tax Opinion (Risk Shifting and Distribution)
- Uncertain Tax Position Documentation
- Taxing Authority Examination Representation
- Tax Planning and Consulting
- Cayman Islands
Allan Autry, Tax Partner, firstname.lastname@example.org
Allan Autry, CPA, is a Tax Partner with Johnson Lambert LLP. He assists clients with a myriad of tax issues, including special calculations, tax planning, corporate reorganizations, and M&A. He has extensive experience with both domestic and off-shore captive insurance companies, as well as their owners, insureds, and sponsors.
Josh Partlow, Partner, email@example.com
Josh Partlow, CPA, is a Partner with Johnson Lambert LLP. He is based out of the Vermont office and serves on the firm’s Technical Committee. He has extensive experience providing audit and consulting services to captive insurance entities. He is also experienced with auditing and consulting on investment, reinsurance, taxation, and other areas critical to insurance entities.
Adam Dubuque, Partner, firstname.lastname@example.org
Adam Dubuque, CPA, CPCU, ARM, ARe, is a Partner with Johnson Lambert LLP. His clients include captives, RRGs, reciprocals, cell structures, risk pools, etc. of various sizes, domiciles, and stages of business – from those in formation to large, longstanding entities.