Tax Services

INSPIRED TO MAKE THE TAX CODE WORK FOR YOU

Comprehensive tax planning can save you money–and headaches.

Comprehensive tax planning can save you money–and headaches.

The complexities of financial institution taxation are apparent to anyone in the industry. What's not as readily apparent are the areas where you can utilize tax law to reduce your liability, or avoid surprises by taking a proactive approach to decisions. Comprehensive tax planning with an experienced advisor can help you take advantage of opportunities and avoid common pitfalls.

 

Our expertise in financial institution taxation spans decades and includes work with banks across the country, from $10 million in assets to $8 billion. Our professionals have the knowledge to guide you through tax regulations, best practices, and new opportunities and develop a tax plan that meets your needs and goals.

client assets $10M-$8B

600 financial institutions clients

150+ staff serving financial institutions

70 years in industry

Contact

Gary W. Smith
Gary W. Smith
Partner

Latest Insights

February 1, 2018
Tool
The 2017-2018 Pocket Tax Guide provides a quick view of tax updates, current rates and new tax law summaries for business, estate, general and individuals.
January 4, 2018
Article
For calendar year regular corporations, H.
November 8, 2017
Article
The House Ways and Means Committee introduced the “Tax Cuts and Jobs Act,” the first step toward meaningful tax reform.
September 14, 2017
Tool
You make crucial decisions on your money all year, get ahead of tax season with the Eide Bailly 2017 – 2018 Tax Planning Guide.
August 30, 2017
Article
Tax credit investments can be extremely impactful tools for reducing federal and state taxes.
November 15, 2016
Article
Possibilities recently sat down with Jill Castilla, president and CEO of Citizens Bank of Edmond, Oklahoma, to get her thoughts on the current state of banking.