Financial Services
We provide a variety of services to financial institutions, including state and nationally chartered banks, credit unions, consumer/commercial lending and financing companies, and mortgage companies. We also assist trust, fiduciary, and custodial establishments (bank trust offices, administrators of private estates). Our professionals keep up on industry and regulatory developments to help clients through growth, expansion, and the transition of ownership.
- Income tax return preparation and filing, including multi-state taxes
- Assistance with IRS audits and inquiries
- Cost segregation studies
- Tax planning
- Allowance for loan loss
- Financial policies and procedures review/documentation
- Organization and capital planning, financial projections, and budgets
- Goodwill impairment tests
- Mergers & acquisitions
- Management succession plans
- Cash flow management
- Business valuations
- CFO services
- Financial statement audits, reviews, and compilations
- Internal control reviews
- Fraud investigations and risk management
- Operational audits
- Employee benefit plan audits
- FDICIA audit
- Agreed-upon procedures
- Forensic accounting, consulting, and litigation support services
- Directors’ examinations
- Electronic Data Processing examinations
- FHLB Collateral Verification
- Loan reviews and loan file inspections
- Public Deposit Protection Act special procedures
- Family office services, including bookkeeping and expenses management
- Payroll processing and filings for staff
- Accounts reconciliation
- Personal financial statements
- Estate, trust, and gift tax planning
Integrated financial planning and strategy with a goal of building and preserving your wealth.
Collaboration between our tax professionals, wealth advisors, and retirement and estate professionals gives clients full access to expertise in all things financial to support their lifestyle and legacy goals.
