Tax Planning and Preparation

Our Tax Services position you for maximum tax benefits. We conduct a timely assessment of your bank's current tax position.

Our knowledge is extensive and is always current on Internal Revenue Service and bank regulatory concerns about bank tax issues. Problems will be brought to your attention as well as strategies to avoid those problems. Our experienced staff will also identify problem issues regarding intercompany tax payments for bank holding companies.

Tax Compliance

Our staff is continuously trained in taxation of banks. We have experience with numerous banks and our participation in nationally recognized tax seminars keeps us current with developments affecting banking. We help banks interpret regulatory requirements relating to the recording of deferred tax assets. Additionally, we provide specialized tax services regarding mergers and acquisitions, in addition to trust tax returns, employee benefit returns, exempt organization and select individual returns.

Tax Planning

We are an active partner with you in the planning process to ensure maximum tax savings while avoiding the possible pitfalls related to the allowance for loan losses, alternative minimum taxes and net operating losses. We closely review your status for not only reasonableness of the income tax account balances, but also to determine whether there are any tax planning strategies available that may be implemented before year end.