Trust and Fiduciary Services
Evaluate your trust institution or trust department.
- Directors examinations.
- Trust and custody examinations.
- Opinion attestations.
- Trust income tax return preparation.
Why Fortner Bayens?
Our experience is unmatched.
- We have been serving financial institutions since 1977, focusing almost exclusively on this niche.
- Our shareholders average more than 20 years' experience in public accounting for financial institutions, banking, or a combination of both.
- Our trust director has been with the firm since 2008.
We differentiate ourselves through the expertise and accountability of the engagement team.
- Our shareholders and trust specialists are actively involved in each phase of engagements from start to finish, and you will have direct and ongoing contact with the engagement partner and the trust director.
- We do not charge for reasonable phone calls and consultations.
We promote a free flow of communication between the Board, Audit Committee, management and ourselves.
- Planning with management, the Audit Committee and the Board of Directors prior to on-site work.
- Preparing written reports at the engagement's conclusion to summarize our procedures, findings and recommendations.
- Meeting with the Audit Committee or Board of Directors in the both the planning and completion phases of the engagement, as well as other times as requested.
Broaden Your Look
- Financial audits and directors examinations - financial statement audits, integrated financial statement and internal control over financial reporting audits, directors examinations.
- Internal audit services- comprehensive review and testing of internal controls.
- Income tax services - tax preparation and advisory services covering C and S corporations, partnerships and LLCs, trusts and individuals.
"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.