Financial Services

Mitigate risk, avoid regulatory pitfalls, and grow with confidence.

Largest

Auditor of public banks in U.S.*

7 of top 10

Banks in U.S. work with us

900+

Banks served

Stay ahead of the complexities facing financial institutions today.

In the heavily regulated banking industry, leaders face more challenges than ever, from managing shareholder and regulator expectations to pursuing digital innovation. FORVIS can help your financial institution tackle issues inherent to the industry, including market growth, internal control threats, industry consolidation, and compliance.

We have the experience in financial services that you can trust:

Our leadership team has extensive industry experience, serving community, regional, and U.S. top 10 banks and financial institutions around the world.
We maintain the credentials and industry connections necessary to help you adapt to the latest developments.
Our professionals serve as exhibitors, sponsors, and speakers in the industry's largest associations.

Combine our focus on Unmatched Client Experience^® with the resources of a global firm and you'll find that FORVIS is the trusted advisor your institution needs. Serving you is our passion and privilege.

*According to data from S&P Global.

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Asset Management

The asset management team at FORVIS has experience providing accounting, tax, and consulting services to various types of investment holdings, including conventional debt and equity investments, loans, businesses, alternative investments, and other unique assets.

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Credit Unions

Nationwide experience serving credit unions with accounting, audit, regulatory compliance, loan review, IT, and other consulting engagements.

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Insurance

Focused accounting, tax support, and guidance for insurers.

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FORVIS is a leader when it comes to audit work for financial institutions, holding the number two position as auditors of public banks in the U.S. according to data from S&P Global. Our team of dedicated professionals has concentrated experience in the financial institutions, mortgage banking, broker-dealer, specialty finance, and asset management industries.

Agreed-Upon Procedures
Compliance Examinations
Financial Statement Audits & Reviews
Internal Control Audits
Public Company Audits
Reg A B Examinations
RIA & Custody Examinations
SOC 1 & SOC 2 Reports

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Comply with federal, state, and local laws and reduce your tax burden within the limits of the law with help from our tax services team.

ASC 740 Tax Accounting Preparation & Review
Employee Benefit Plan Summary Annual Reports
Estate Planning Strategies
Executive Compensation
Feasibility Studies of S Corporation Conversions
Federal & State Tax Return Compliance
Fiduciary Income Tax Return Preparation for Estates & Trusts
Income Tax Credits
Information Reporting
IRS Representation
Mergers & Acquisitions Due Diligence
Personal Financial Plans for Executives
Real Estate Cost Segregation Studies
State & Local Tax (SALT)
Tax Department Outsourcing
Tax Process Re-Engineering
Tax Reduction Strategies

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In an evolving regulatory and economic environment, turn to trusted consultants who can advise you on the latest strategies. We offer a variety of tailored, consultative services, including: