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Banking/Financial Institutions

Regulatory obligations. Risk management. Tax compliance and planning.

With many years of experience serving financial institutions across Upsate New York, Freed Maxick develops solutions to assist financial institutions in today’s challenging economic environment. From accounting and tax to specialized risk management and consulting services, our industry specialists serve banks and savings institutions, trust organizations, credit unions, mortgage companies, and finance and leasing companies.

Depository and lending institutions must manage an array of business challenges, including ensuring regulatory compliance, identifying and mitigating risk, monitoring asset quality and planning strategically for the future. But performing all such tasks internally isn’t feasible or practical for many institutions. For these sensitive functions, partnering with a trusted firm with experience in your industry allows you to maintain optimal staffing levels. Additionally, it helps ensure independence while bringing new perspective to the integrated, long-term outcomes you need.

Freed Maxick serves depository and lending institution clients nationwide, including banks, thrifts, credit unions, trust companies and mortgage lenders. Clients range from newly chartered institutions to institutions with billions of dollars in assets.Our audit, accounting, tax and business consulting professionals are committed to adding value in our services for these organizations.

Related Banking/Financial Institution Services:
Regulatory Compliance

Risk Management
Technology Risk Management
Business Consulting
Tax Services for Financial Institutions

CONTACT US to learn more about our Industry experience.

ABOUT US: Freed Maxick CPAs is Western and Upstate New York’s (NY) largest public accounting firm and a Top 100 firm in the U.S. Freed Maxick provides audit, tax and consulting services to closely-held businesses, public (SEC) companies, not-for-profits and governmental entities in Buffalo, Rochester, Syracuse, Albany and NYC, New York.


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