Wipfli logo

Tax Services

Proactive and specialized tax services.

When it comes to managing the tax challenges of financial institutions, Wipfli takes a proactive approach — working with you to develop strategies that meet your short and long-term needs.

Our tax professionals have in-depth, specialized knowledge of the financial institutions industry. Tax treatment of loan and lease losses, mortgage servicing rights, investment portfolios, repossessed property, and deferred compensation/BOLI arrangements — these are just some of the tax challenges and opportunities that impact financial institutions. Let Wipfli provide you with proactive tax planning and consultation, compliance and audit assistance to help overcome your biggest challenges.

In addition to traditional tax services, we have extensive tax experience in the following areas:

  • State and local income, sales and use property taxes
  • Pass-through entity tax regime analysis and implementation
  • Entity analysis and selection
  • Financial institution mergers and acquisitions
  • Accounting for income taxes
  • 1099 and other information reporting
  • Employee benefits tax issues
  • Cost segregation studies tailored to financial institutions

Contact us to learn more.