Through the unique qualifications of our team members and their experience in financial institution taxation, our financial institution clients benefit from assistance in tax compliance and planning.
Our main focus is ensuring that clients take advantage of every opportunity to minimize federal, state and local taxes, while complying with the complexities of various tax codes.
Client Services
-
Outsourcing of corporate tax department functions
-
Tax return preparation
-
Accounting method review
-
Subchapter S conversions
-
Cost segregation studies
-
Merger and acquisition tax planning
-
Assistance with federal and state examinations, including sales and use tax
-
Federal, state and local planning strategies
-
Property tax planning
-
Qualified and non-qualified compensation planning
-
Multi-state taxation
Benefits to Clients
-
Handling of taxation issues for financial institutions on a daily basis with qualified professionals
-
Expertise includes state and local taxation -- providing one resource for all compliance needs
-
Comprehensive resources for tax law changes and research, including utilization of multiple web-based research and information services, as well as daily updates of breaking tax compliance, tax cases and tax law changes
