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Carrie S. Small

Partner, CPA, MST
414 777 5451

Carrie Small, partner, joined the firm in 2010 and leads our Midwest insurance tax practice. Carrie has fourteen years of experience providing tax compliance and tax consulting services, including research and tax planning, to both privately held and public companies. Carrie has substantial experience working with clients in the areas of ASC 740, SSAP 101 and FIN 48. She has assisted clients with proper disclosure of tax footnotes in financial statements, including interim and annual disclosure requirements.


  • Responsible for the tax footnote disclosure of statutory and GAAP audits for insurance entities
  • Provides tax provision services, including both year-end and interim tax provision preparation and/or reviews on both a GAAP and STAT basis
  • Assists and advises clients on FIN 48 (ASC 740) matters
  • Provides tax compliance services including federal and state income tax returns
  • Assists with tax consulting services, including research, preparation of memoranda and tax planning
  • Represents and assists insurance companies under IRS or state examination
  • Experience with tax basis balance sheet preparation and consultation
  • Has five years of previous experience on the insurance team of a national accounting firm


  • American Institute of Certified Public Accountants
  • Wisconsin Institute of Certified Public Accountants
  • Insurance Accounting & Systems Association


MS in Taxation, University of Wisconsin – Milwaukee
BS in Accounting, Marquette University