Tax Compliance and Consulting

Our Tax professionals understand the unique tax-related issues and needs faced by financial institutions today and meet these needs by providing customized services.

At Wolf & Company, dedicated individuals concentrate exclusively on federal and state income tax and other tax-related matters of our financial institution clients.

Wolf & Company's Tax group provides:

  • Tax Planning
  • Tax Return Preparation
  • Quarterly Tax Estimates
  • Merger and acquisition transaction structuring and due diligence
  • Assistance with planning for and formation of mutual holding companies
  • Assistance with planning for and conversion of bank holding companies
  • Tax credit partnership analysis and review
  • Federal and state tax minimization including intercompany state tax planning
  • Maximization of tax benefits from the use of Passive Investment Corporations
  • (CT/RI) and Massachusetts Security Corporations
  • Utilization of capital loss carryovers
  • Assistance with meeting information reporting requirements
  • Representation before the Internal Revenue Service and other tax and regulatory authorities
  • Assistance with payroll and non-payroll withholding tax requirements

Please contact Jana Bacon at (413) 726-6854 to obtain more detailed information about these services.

Insight and Integrity ®

LEARN MORE

Contact Us

Email Us or call (617) 439 - 9700

Events & Webinars

06 Feb

WBA Bank Executives Conference

Learn More
07 Feb

MFA Readiness Assessment

Learn More
View All Events and Webinars

What Our Clients Are Saying

“ WolfPAC® allows us to have a living risk assessment document. Instead of a manual process where reports are dusted off every couple years, our risk assessment program is updated on a regular basis and uses a common language and methodology. ”

Bob Costa
Randolph Savings Bank
Learn more about our clients