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Tax Services for Financial Services

At RSM, our objective is to provide financial services organizations with timely tax services that integrate your goals with opportunities to minimize your tax burden wherever and whenever possible. With this approach, our advisors help you define the right overall tax position to meet your compliance needs as well as your larger business objectives.

The tax landscape is continually changing; we determine how these changes affect your financial services business and suggest the most efficient and effective plan of action based on our knowledge of your organization as well as the banking industry. In addition to providing ongoing planning and advice, we also specialize in key areas such as FAS 109, FIN 48, state and local, international, and mergers and acquisitions.

Find out more about RSM's tax services.


Most recent Tax Insights

Key digital asset considerations for financial institutions

Key digital asset considerations for financial institutions

The proliferation of digital assets has raised a host of new issues for banks and other financial institutions.

  • April 27, 2021
How banks can use machine learning to improve risk management

How banks can use machine learning to improve risk management

RSM has created a proven methodology to identify and act on emerging risks throughout a bank’s portfolio. It’s done with machine learning.

  • March 15, 2021
Economic recovery can fuel growth that benefits banks

Economic recovery can fuel growth that benefits banks

With the economy on the verge of robust expansion, banking organizations can help businesses grow and benefit themselves.

  • February 26, 2021

Empowering financial institutions to manage PPP forgiveness, part 2

Coronavirus: Paycheck Protection Program forgiveness digital automation solutions designed for financial institutions.

  • January 15, 2021

How RSM helped a bank manage PPP forgiveness quickly and accurately

RSM US is helping financial institutions manage borrowers’ requests for loan forgiveness under the Paycheck Protection Program.

  • January 13, 2021