Skip to Main Content

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.

Related Professionals

This site uses cookies to provide you with an improved user experience. By using this site you consent to the use of cookies. Please read our Privacy Policy for more information on the cookies we use and how you can manage them.