Expert Guidance Every Step of the Way

Ongoing Guidance for Every Stage of Your Operations

Symphona delivers specialized accounting, tax, and advisory services to insurance providers operating in a highly regulated and technically demanding environment. With over 70 years of combined experience, our team understands the complexities of statutory reporting, investment accounting, and premium tax compliance across various jurisdictions. We provide solutions that align with your operational needs and regulatory obligations.

Our services include statutory annual and quarterly statement preparation, formal audits, tax return filing, and consulting on insurance department matters, claims analysis, and risk-based capital planning. We maintain year-round availability, offering proactive guidance to help your team stay ahead of regulatory changes and industry developments.

To get started, we offer a complimentary consultation that includes a review of your prior-year annual statement and tax return. This no-obligation discussion allows us to demonstrate the value of our insurance-specific expertise and explore how Symphona can support your broader financial and compliance goals.