Insurance tax services that bring your issues into focus
Crowe can help your insurance business stay compliant and manage new challenges with confidence.

Insurance companies need expertise today to meet tomorrow’s complexities

Get ahead of the biggest tax challenges for your insurance company.

Insurance tax professionals face a multitude of coming challenges. They must stay updated on an ever-evolving regulatory landscape, prepare for complex requirements, and figure out how to use advanced technologies like artificial intelligence (AI) to address talent and resource constraints.

Where can insurance tax professionals find the knowledge and skills that can help optimally address key issues for their industry?

Discover the benefits of working with a tax team that understands insurance

Our industry specialists deliver attentive service, innovative, targeted insurance tax insights, and solutions that fit your needs – and budget.

Our experienced insurance tax services team can help you gain clarity on regulatory complexity, invest in technology in ways that make sense for your organization, confidently manage milestones like merger and acquisition (M&A) activities, gain insights from analysis, and much more.

We can customize our insurance tax services based on the unique needs of your business – whether you’re a large commercial carrier, captive insurance company, or other insurance-related provider.

Ways we can help

Our insurance tax services are designed to help companies optimize tax payments, increase surplus, and uncover new sources of stakeholder value.
Commercial carriers
Along with tax compliance and financial reporting, we assist with M&A, reorganizations, state and local taxation, premium taxes, cross-border transaction analysis and reporting, and process optimization.
Commercial carriers
MGAs, MGUs, insurtech, TPAs and all other non-risk-bearing entities
We provide deep expertise for managing federal taxation, SALT compliance, nexus studies, research and development studies, and more.
MGAs, MGUs, insurtech, TPAs and all other non-risk-bearing entities
Captive insurance companies
We help with formation and structuring from a tax perspective, insurance qualification assistance, compliance, and cross-border analysis and reporting.
Captive insurance companies

We work hard to understand our insurance clients’ unique needs

Our deep industry expertise empowers our insurance tax services to help companies take on their most pressing issues quickly and effectively – and uncover unexpected sources of value.

Our extensive insurance expertise combined with the international capabilities of Crowe Global network can provide significant value to U.S. and multinational insurance companies. Reach out to our experienced team to learn more about how our insurance tax services can help you.