Financial Services Group

Community Financial Institutions

We have taken the time to deeply understand the broad spectrum of risks financial service institutions face. Our professionals hone their knowledge and expertise by continually monitoring regulatory developments that may impact your institution. Our solutions are focused, innovative, and tailored to your institution, but our real secret is a commitment to trust and communication.

Tax Services:

    • Tax Return Preparation
    • Financial Statement Preparation
    • Tax Consulting and Planning
    • IRS Representation
    • Mergers and Acquisitions
    • S Corporation Analysis

Audit, Risk Management, and Consulting Services:

    • Audit of Financial Statements
    • HUD Audits
    • Directors’ and Special Examinations
    • Internal Audit Outsourcing
    • Compliance Examinations and Consulting
    • Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) Review Services
    • Regulation AB and USAP
    • Review of Interest Rate Risk Management Process
    • ICFR/FDICIA/SOX Testing and Consulting
    • Review of ALLL Methodology
    • Mergers and Acquisitions Due Diligence
    • Strategic Planning Facilitation
    • Business Valuations
    • Profitability and Efficiency Reviews
    • Information Technology Review Services
    • Network Vulnerability
    • Assessment Services
    • Disaster Recovery Plans Policy Formation and Review
    • Affordable Housing and Historical Tax Credits
    • Regulatory Assistance
    • Litigation Support
    • Cybersecurity and Network Security Testing Services
Financial Institutions