Brown Schultz Sheridan & Fritz Welcomes Carrie Small as Tax Principal

Small brings more than 20 years of experience and a specialization in insurance taxation

FREDERICK, Md., Sept. 12, 2022  /PRNewswire-PRWeb/ — Premier advisory firm, Brown Schultz Sheridan & Fritz (BSSF), is pleased to announce that Carrie S. Small, CPA, MST, has joined the Firm as a Tax Principal within the BSSF Insurance Practice.

Carrie has over 20 years of experience providing tax compliance and consulting services to privately held and public companies, with a specialization in insurance taxation. Prior to joining BSSF, Carrie most recently served as an Insurance Tax Practice Leader for a top national accounting firm, where she created, grew and led the firm’s National Insurance Tax Practice.

“We are thrilled to welcome Carrie Small to our Insurance Practice,” said Ken Wolfe, President and Managing Principal at BSSF. “Carrie brings a wealth of experience providing tax services to insurance companies across the country. We look forward to continuing to strengthen our insurance tax specialty under Carrie’s leadership and provide our insurance clients with the best service possible.”

Within the BSSF Insurance Practice, Carrie specializes in providing tax compliance, tax provision and tax consulting services to insurance entities.

The BSSF Insurance Practice provides a full range of audit, tax and advisory services to insurance companies across the country. In 2021, BSSF was ranked the 23rd largest audit firm in the U.S. on AM Best’s list of the Top Audit and Actuarial Firms – 2021 Edition, based upon the loss reserves of the insurance clients served. According to the total number of insurance clients served, BSSF is ranked the 14th largest audit firm in the


“BSSF has a great reputation of excellent service in the insurance industry. I am excited to begin working with the BSSF Insurance Practice and contribute to that high caliber of service,” said Carrie.

Carrie is passionate about the insurance industry and is highly active with numerous professional associations within the insurance community. She has served as a subject matter expert for the Pennsylvania Association of Mutual Insurance Companies (PAMIC) and the Insurance Accounting & Systems Association (IASA). She is also a member of the Insurance Tax Conference (ITC), an annual tax conference that promotes the networking, best practice sharing and mentoring between insurance tax professionals across the country.

Carrie is a member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). She earned her Bachelor of Science degree in Accounting from Marquette University, as well as her Master of Science in Taxation (MST) degree from the University of Wisconsin-Milwaukee. The MST degree distinguishes exceptional tax professionals who are well-versed on the theoretical and technical aspects of taxes and tax law.

Carrie will be working remotely from Milwaukee, Wisconsin, though she will travel to provide on-site tax compliance and advisory services to BSSF clients as needed.

To learn more about Carrie, please visit


Brown Schultz Sheridan & Fritz is a premier advisory firm, providing accounting, assurance, tax and consulting services across the Mid-Atlantic Region. BSSF is nationally ranked as a Best Accounting Firm to Work For, a Top Regional Firm in the Mid-Atlantic and one of the top ten Best Firms for Young Accountants in the U.S. In 2021, BSSF was named the #1 Best Place to Work in PA in the medium-sized company category. Learn more at

Media Contact

Jeshanah Fox, Marketing Director, Brown Schultz Sheridan & Fritz, 717-761-7171 x2100,


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