Tax services that increase your advantage
In a changing and competitive industry, every advantage counts.
Effective tax planning can be a strategic tool for managing costs by optimizing your tax position. But understanding complicated tax laws and ensuring compliance can be a resource-intensive and complex process.
Wipfli can simplify your tax challenges with insurance tax services designed to help you succeed.
Why Wipfli?
From statutory filings to local tax law, Wipfli can help you navigate your industry-specific tax and financial reporting requirements. Our team brings decades of experience to help you minimize your tax exposure and achieve your financial goals.
How we help you
Wipfli takes a proactive planning approach so that we can turn your tax challenges into opportunities to strengthen financial performance. Our team combines our insurance industry knowledge with a comprehensive view of taxation, regulation and compliance to help you develop a strategy that meets your needs.
Wipfli understands the insurance industries complex accounting needs, and we’re ready to support your organization in critical areas including:
- Preparing and reviewing GAAP filing
- Statutory accounting
- Subchapter L
Wipfli’s tax team applies our extensive knowledge of state, local and federal tax laws to help your firm stay in compliance. We offer tax compliance services, including:
- Preparation and review of federal and state tax returns
- State nexus studies
- Tax controversy
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.
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.
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.
