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Tax Services for Financial Institutions

Our objective is to provide financial institutions with timely tax services that integrate your goals with opportunities to minimize your tax burden wherever and whenever possible. With this approach, our advisors help you define the right overall tax position to meet your compliance needs as well as your larger business objectives.

With the tax landscape continually changing; we can help determine how these changes affect your institution and suggest the most efficient and effective plan of action based on our knowledge of your institution and the banking industry.

Tax Services:


Related Services:

Regulatory Compliance
Risk Management
Technology Risk Management
Business Consulting



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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