Tax, Accounting and Auditing Services for Financial Institutions
We have over a 50-year track record of serving independent banks throughout the state of Texas, including both national and state-chartered institutions ranging in size to well over $500 million in total assets.
Our shareholders and professional staff maintain expertise in the ever-changing accounting, auditing, tax and regulatory issues facing today’s financial institutions.
You face many challenges as you navigate through today’s banking environment. Consistent, timely response from your accounting firm is critical to achieving your objectives. Our shareholders are highly accessible, offer close personal attention and a level of service that we believe is unmatched in our profession.
Financial Statement Audits
No two banks are the same. Because of this, our audit approach is individually tailored to each client, and is built on the foundation of good audit planning and communication. This approach results in an audit that is thorough, yet also efficient. In addition, our audits provide a value-added service by identifying weaknesses, if any, in internal control and offering suggestions regarding risks and operating efficiently.
Tax Planning and Compliance
A good tax accountant must first be a planner. Our comprehensive tax services begin with assisting banks and their owners in meeting federal and state filing requirements. We then look beyond mere compliance to the overall tax strategy. We have found that our clients value this proactive, forward-looking approach.
Additional services include assistance with mergers and acquisitions, loan reviews, directors’ exams, internal audit outsourcing, fraud examinations and prevention, technology audits, and regulatory reporting.