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Financial Services

Mitigate risk, avoid regulatory pitfalls, and grow with confidence.
#2
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:

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Jason Rader Partner
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