Financial Institution Audit and Tax Services

Our current client list includes more than a dozen financial institutions. Over the years, we've gained significant expertise in working with established, as well as numerous de novo, financial institutions in meeting their unique financial, tax, and regulatory requirements. We’ve also assisted numerous banking clients with complex issues involved in implementing and maintaining profit-sharing and employee stock ownership plans, accounting for qualified and non-qualified employee stock option plans, and S-corporation income tax elections.

Back to Our Services