Income Tax Services
Tax preparation and advisory services covering your institution and its related parties:
- Business return preparation: C corporation, S corporation, partnerships & LLCs, non-profit.
- Trust and fiduciary return preparation.
- Individual return preparation.
- Specialty return preparation.
- Tax audit support and assistance
- Merger and acquisition consultation.
- Planning and strategy.
- Due diligence.
- Entity type planning/evaluation.
- Estimate preparation.
- Deferred income tax accounting.
Why Fortner Bayens?
Our experience
- We have provided financial institution tax services since our founding in 1977, developing comprehensive knowledge of tax rules and regulations unique to financial institutions that cannot be matched by a general tax practitioner.
- Our experience covers a multitude of entity types and structures including but not limited to C corporations, S Corporations, single entities or consolidated entities.
Our integrated approach
- Our tax engagements involve both our tax practitioners and accounting personnel for seamless integration with your financial audit or bookkeeping requirements.
- We do not charge for reasonable phone calls and consultations.
Integrate Your Tax Services With Audit
- Financial audits and directors examinations - financial statement audits, integrated financial statement and internal control over financial reporting audits, directors examinations.
- Internal audit - comprehensive review and testing of internal controls.
- IT Services - thoroughly assess and test your information risk policies and procedures: general IT, GLBA, external & internal penetration testing, cybersecurity and more.
"We truly do appreciate our partnership with your firm and are glad we made the change."
Community Bank, Washington
Explore other services we offer
Loan Review
In depth review of loan files, underwriting and administration practices. Allowance for credit loss model validations.
Regulatory Compliance Services
Audit, examination and advisory services covering regulation compliance, CFT/AML (BSA), ACH and more.
Employee Benefit Plan Audits
Financial audits for your 401(k), ESOP and retirement plans.
Trust and Fiduciary Services
Directors examinations, trust and custody examinations, fiduciary attestations. Tax return preparation.