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

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

Obtaining Sheltered Harbor Data Protected Certification

Sheltered Harbor Data Protected Certification allows for robust protection and restoration just when needed.

  • December 17, 2020
Policy snapshot: Banking

Policy snapshot: Banking

With Biden’s big-ticket items such as tax changes almost certainly off the table, the focus of banking will shift to regulation.

  • November 23, 2020