Let's Connect

Insuring Industry Knowledge

Symphona is a leader in insurance industry accounting and management services, which requires unique technical know-how. In addition to industry-specific regulations and financial reporting requirements, each insurer and state has its own nuances and specialized areas.

Collectively, Symphona offers over 70 years’ worth of insurance industry accounting experience and subject matter expertise. This experience, coupled with our consistent and active involvement with you and your company, results in greater overall client satisfaction.



Our full-service independent certified public accounting, taxation, and consulting expertise is provided with strategic focus on your industry. Whether a formal audit of statutory statements, tax return preparation, statutory annual and quarterly statement preparation, insurance investment accounting services, or more general tax solutions or accounting and advisory services, Symphona is your reliable guide.

Year-Round Availability

At personable and accessible advisors, we remain available to your management team and outside consultants throughout the year. We will let you know when regulatory or other industry changes are on the horizon. This proactive approach ensures you stay up-to-date and transition smoothly into compliance with new or revised laws and regulations.

Get to know us with a free consultation

Symphona’s Insurance-specific offerings are detailed in the table below. During a free consultation, we will review your prior-year annual statement and tax return. We are confident you will be pleased with our service and will want to connect with other of our service areas.

Contact us for a no-obligation discussion of your needs. We look forward to hearing from you!

Service Offerings


  • Annual Statements (yellow book)
  • Quarterly Statements
  • Investment Accounting
  • Premium Tax Returns


  • Insurance Department Issues
  • Claims Department Analysis
  • Insurance Taxation
  • Risk-Based Capital Analysis/Planning