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The assurance services team is here to provide top-notch service specifically aimed at helping you reach your goals and objectives.

Our Assurance Process

Whether it’s navigating compliance issues, or lessening tax burdens, MCM has extensive experience serving clients in the insurance industry. Because of our comprehensive knowledge of this highly-regulated and complex industry, we understand its specialized accounting practices and needs.

Our Team


Our Insurance Services Team is experienced in the audits of property and casualty, life, accident and health insurance companies. Our national base of clients includes insurers, agencies, re-insurers, regulators, third-party administrators, captives and self-insureds. Our services include:

  • Insurance tax compliance & planning
  • Financial statement review & compilations
  • Regulatory examinations & reporting
  • Statutory & GAAP accounting, preparation, reporting & auditing
  • Self-Funded Insurance Plan Audits
  • Self-insured reimbursement audits
  • Insurance-specific operating processes & systems consulting
  • ACO services

Additionally, by participating in many insurance industry professional associations, we keep our clients updated on the latest accounting, financial reporting and industry matters, and offer CPE training opportunities to our clients.

Let our experienced insurance team deliver customized solutions for you. For more information on our insurance services, contact Todd Rosenbaum, CPA, Insurance Services Director, 502.882.4459.

News & Updates

U.S. Supreme Court Wayfair decision to have far-reaching implications for sales tax

The U.S. Supreme Court has just issued the sales tax opinion in Wayfair v. South Dakota. As anticipated, the decision upheld the South Dakota law related to economic nexus for the…

Understanding the sales & use tax implications of new Kentucky tax law on not-for-profits

Questions have arisen regarding the applicability of certain tax provisions contained HB 366 & HB 487 and, in particular, the potential sales tax consequences of the amendments to KRS 139.010(1) contained…

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Personnel Profiling joins MCM

Effective July 1, 2014, Personnel Profiling, Inc. has joined the team at Mountjoy Chilton Medley, Kentucky’s largest CPA & advisory firm. With MCM, we’ll continue to offer the same top notch HR assessments, services and tools, now coupled with a greater breadth of in-demand expertise and services. You can now find the PPI main office and staff at MCM’s downtown Louisville headquarters.

Read About The Merger Continue to MCM's Website