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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

Credit risk perspective

Central banks are working to establish credit risk perspective in response to how the markets respond to the impact of COVID-19.

  • April 03, 2020
RSM helps credit union increase business focus, reduce IT worries

RSM helps credit union increase business focus, reduce IT worries

RSM enabled First Federal Credit Union to concentrate on its core business with a modern, efficient and secure managed IT services platform.

  • March 25, 2020
How are companies managing digital transformation?

How are companies managing digital transformation?

RSM’s digital transformation survey offers key insight into how bank executives are approaching digital transformation.

  • February 20, 2020

How banking leaders are driving digital transformation

Join leaders from RSM’s banking practice for an overview of findings from our recent digital transformation survey.

  • February 04, 2020

Financial institutions: Overview of lessor accounting under ASC 842

An overview of the lessor guidance in ASC 842 that most affects financial institutions that provide lease financing to their customers.

  • January 24, 2020