Insurance

Red pen on paper

Anderson ZurMuehlen is Montana’s premier provider of audit, tax, and accounting services to the insurance industry. We are proud of our industry focus and experience, and our commitment to delivering the right team with the relevant industry experience for your business

Not domiciled in Montana? No problem—we’re registered and can work in other U.S. domiciles.

We have built strong relationships with insurance companies and their management teams that enable efficient audits and strong communication with both management and the boards of directors.

Who We Serve

  • Risk Retention Groups
  • Pure Captives
  • Member Captives
  • Micro Captives
  • Insurance Trusts

 

  • Reinsurance Companies
  • Reciprocals
  • Government Risk Pools
  • Nonprofit Insurance Companies
  • Multiple Employee Welfare Arrangements

I need to…

Our team of experts understands the complexities of GAAP and statutory standards, and the accounting principles that govern your organization. Our team is actively involved in the industry enabling us to  share best practices. We know that our clients benefit from a customized audit designed to fit their unique risk profiles.

Our insurance audit teams comprise professionals of all levels who work with many insurance 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.

Our tax services for insurance entities include:

  • Federal and state income tax preparation
  • Preparation and review of quarterly and annual tax provisions
  • Foreign reporting compliance
  • Tax opinion (risk shifting and risk distribution)
  • Uncertain tax position documentation
  • Reportable transaction disclosure statements
  • Taxing authority examination representation
  • Change of accounting method requests
  •  Tax planning and consulting

Now more than ever, it’s critical that insurers take the necessary steps to reduce exposure and pinpoint opportunities for success. With an entire team dedicated to information technology consulting, we have the expertise to keep your business ahead of the threats:

  • Cybersecurity Assessments
  • Service Organization Control Reporting (SOC 1, 2, 3, +, and Cybersecurity SOC)
  • System (Pre/Post) Implementation Reviews
  • IT Audit Services
  • IT Process Documentation
  • IT Effectiveness Assessments

Meet the

Insurance Team

Grace McKoy
Grace McKoy, Team Lead

CPA, Senior Manager
Missoula, MT

Paula Jacques
Paula Jacques

CPA, Shareholder
Helena, MT

Kiely Thoen
Kiely Thoen

CPA, Senior Manager
Billings, MT

Shirlee Walker
Shirlee Walker

CPA, Shareholder
Missoula, MT

Have more questions?  Want to touch base with a member of the insurance team?