FINANCIAL INSTITUTIONS

Services provided to financial institutions

  • Financial statement audits

  • Directors’ examinations

  • Trust Department examinations

  • S-Corporation elections

  • C-Corporation and S-Corporation income tax compliance, planning and consulting

  • Preparation of fiduciary income tax returns for trusts and estates.

  • Financial accounting consultation

  • Testing of interest rate risk (IRR) models

  • Testing of Bank Secrecy Act (BSA) compliance

Experience with complex issues unique to the banking industry

  • Financial statement audits

  • Directors’ examinations

  • Trust Department examinations

  • S-Corporation elections

  • C-Corporation and S-Corporation income tax compliance, planning and consulting

  • Preparation of fiduciary income tax returns for trusts and estates

  • Financial accounting consultation

  • Testing of interest rate risk (IRR) models

  • Testing of Bank Secrecy Act (BSA) compliance

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