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Gain understandingFinancial institution tax services

Comprehensive services for financial institutions both large and small

With the growing and evolving complexity of tax laws, finance and accounting departments rely on banking and financial services tax specialists who work daily on tax issues faced by banks and other financial institutions (FIs). Whether you are a small community credit union, or a large national bank, our team has the resources and expertise to keep you abreast of new regulations, ahead of compliance changes, and in a strong position to maximize your tax position.

Our tax service team includes FI specialists who offer guidance, support, and analysis you can rely on as you implement your strategic business plan and address day-to-day challenges. We can help you with:

  • Tax compliance, tax accrual preparation, review, analysis, and training (ASC 740)
  • Tax outsourcing or co-sourcing
  • Mergers and acquisitions, business valuations, and executive compensation matters
  • Effective tax credit and tax rate planning

Other services we provide:

  •  Allowance for loan loss tax planning, including conformity elections
  • Consulting with regard to loan modifications and tax impacts
  • Municipal lending pricing strategies
  • Tax accounting for nonaccrual interest
  • OREO tax planning
  • State nexus and apportionment planning
  • Charitable giving and foundation planning
  • Acquisition balance sheet tax planning
  • BASEL III tax planning strategies
  • LIHTC and NMTC analysis, accounting, and planning

To learn more how we can help your financial institution, contact Jeff Ring.

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BerryDunn experts and consultants

“I highly recommend BerryDunn for their exceptional service and seamless transition into our business. Their swift grasp of our operations and dedication to providing top-tier accounting and tax support have made them an invaluable partner for our company. Having transitioned from a national firm, we have found that we are getting big-firm expertise, locally.”  

Carolyn Gammon
Chief Financial Officer
Aroma Joe’s Franchising, LLC 

Top-tier accounting and tax support