Financial Services

Tax Services

Proactive and specialized tax services.

A proactive approach delivers confidence in results when meeting the tax challenges of financial services organizations.

Tax associates have in-depth specialized knowledge of the financial services industry and provide proactive tax planning and proactive consultation, compliance, and audit assistance on industry-specific as well as general tax issues.

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

  • State and local income, sales and use property taxes
  • Mergers and acquisitions
  • Accounting for income taxes
  • 1099 and other information reporting
  • Employee benefits tax issues

Featured Thought Leader

Jason J. Wimmer, CPA, MBT

Jason Wimmer is a tax partner with Wipfli LLP’s financial institutions practice. Jason uses his skills to ensure that clients receive accurate and timely income tax planning and compliance services. He uses his understanding of complex tax laws to maximize tax opportunities for clients.

Visit Bank on Wipfli