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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

Anti-money laundering technology consulting services

RSM can help financial service organizations stay ahead of regulatory and technology changes by creating more efficient AML programs.

  • July 01, 2020

Paycheck Protection Program and Main Street Lending Program webcast

RSM brings insights to financial institutions on the Main Street Lending Program and the Paycheck Protection Program.

  • June 11, 2020
Empowering financial institutions to manage PPP forgiveness

Empowering financial institutions to manage PPP forgiveness

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

  • May 29, 2020
The digital transformation’s next frontier: Open banking

The digital transformation’s next frontier: Open banking

Open banking is a regulatory framework that guides how financial institutions create, share and access consumer financial data.

  • May 29, 2020

Emerging trends for financial institutions related to COVID-19

Since the World Health Organization declared COVID-19 a global pandemic, scammers are taking advantage of financial institutions.

  • May 06, 2020