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.
- 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.
Contact Us
Email Us or call
(617) 439 - 9700
Events & Webinars
What Our Clients Are Saying
“
I find the best thing about WolfPACsm is its user-friendly format. The Enterprise risk assessment interacts with all of the other modules and its Q&A format allows me to see how the assessment is being built and how the information is being utilized. ”
Loree A. Swanenburg
Gateway Business Bank
Learn more about our clients
