Taxes

• Tax Planning
  Our more than 75 years of Tax Planning experience and perspective helps organizations grow and prosper. We identify operational efficiencies and opportunities for process improvements affecting revenue, cost reductions, balance sheet management, and risk management. When tax laws change, we explain new procedures and quickly alert clients as to how they will be impacted.
• Tax Services
  We offer strategic guidance to assist our Nonprofit clients maintain financial stability and accountability to a variety of stakeholders, including boards of directors/trustees, membership, donors, grantors, regulatory authorities, and the public. For Nonprofit clients that require both audit and tax services, our firm brings an integrated approach by involving both our audit and tax teams in the preparation, review, and delivery of the exempt organization’s tax return.
• Tax Return Preparation

Investment

• Wealth Management
  Our bank clients often have non-bank subsidiaries, including mortgage banking, finance, wealth management, asset resolution, and insurance companies.

Accounting

• Accounting Services
  In addition, we also offer various Accounting Services, including Bookkeeping, Controller Outsourcing, and Payroll Reporting for small businesses.

Planning

• Financial Planning
  Financial Wellness. The firm offers a Financial Wellness Program at no cost to employees. As an employee, you are able to meet with qualified financial planning professionals to discuss any financial planning that is important to you. The cost is paid by the firm and is completely confidential between you and the professionals.