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Tax Compliance and Consulting Services

Tax Compliance and Consulting Services

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Our tax team is accustomed to dealing with the complex accounting and administrative functions of credit unions. We understand the unique planning, coordination, scheduling, personnel and reporting requirements of these engagements. We will work with your organization to coordinate the most efficient and effective way of completing your federal, state and local taxes.

  • Federal tax compliance, planning and consulting
  • State and local tax compliance and consulting engagements
  • CUSO
    • Accounting methods review
    • Fixed asset efficiency
    • Cost allocation methodology
    • Mergers, acquisitions and restructuring
    • Employee and volunteer fringe benefit planning
    • Reporting for uncertain tax positions (FIN48)