Tax support that drives success
Insurers face a complicated tax environment.
Having robust tax planning and compliance strategies in place is critical to your financial success. But navigating the complexities of everything from state premium tax laws to investment income reporting to tax credits and related investing can make developing your compliance plan challenging.
Let Wipfli help you build an effective tax strategy that meets your industry needs with our insurance company tax services.
Why Wipfli?
Wipfli is ready to support your firm as you navigate the complex tax environment with our proactive and comprehensive approach. As a top 20 accounting firm, we can combine our years of experience and deep tax law knowledge to help you achieve your goals.
Our tax services for insurance organizations include:
Insurance tax services
Wipfli’s industry-specific tax services can help you maintain compliance and competitive advantage, with support to help you effectively navigate your tax planning, compliance and accounting needs, including Subchapter L filings.
Tax credits and incentives
Wipfli can help you maximize your investments with our tax credits and incentives support. Our team monitors changes in income and premium tax laws, including the research and development tax credits, to help you keep pace with emerging strategies and the latest options for maximizing your credit opportunities.
State and local tax
Bring clarity to increasingly complex statutes with Wipfli’s state and local tax team. From tax consulting to compliance assistance, our team can help you minimize your tax exposure and plan effectively.
International tax services
Wipfli’s international tax team can help you navigate international taxes with support to help you increase efficiency and mitigate risks, including compliance, reporting, entity structuring and tax consulting.
Our team
Jason J. Wimmer, CPA, MBT
Jason Wimmer is a tax partner with Wipfli LLP’s financial institutions practice. Jason uses his skills to ensure that clients receive accurate and timely income tax planning and compliance services. He uses his understanding of complex tax laws to maximize tax opportunities for clients.
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
Philip L. Yasenak, CPA
Philip Yasenak is a senior manager with 15 years of experience in public accounting. He works with corporate clients in the financial service industry on tax compliance, analysis and planning. Leveraging his experience and knowledge, Philip helps position clients for success.
Houston Holmes, CPA
Houston Holmes is a senior manager with over 11 years of experience in providing tax services. He is attuned to the tax needs of various types of clients, from startup businesses to established companies, as well as individuals, and has an industry focus on banks and other financial institutions. In addition, Houston has extensive experience in providing tax services including ASC 740 tax provisions under generally accepted accounting principles, federal and state tax return compliance, state tax controversy and corporate tax consulting.
