Financial Institutions

Accounting Audit Tax Financial Institution: Pen in hand completing formServices provided to financial institution clients include:

  • All accounting, auditing, tax planning and return preparation services
  • Monthly operational reviews for federal and state compliance
  • FDIC call reports
  • Internal audit services
  • Loan review and evaluation of loan loss reserves
  • Freddie Mac audits and compliance reporting
  • Trust Department audits
  • Policies and procedures assessments
  • Audit efficiency recommendations

For more information on our Financial Institution services, contact John Holt at 724.934.4880 ext. 308.