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.

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Contact Us

Email Us or call (617) 439 - 9700

Events & Webinars

16 Mar

Webinar: Understanding the NACHA ACH Rule Changes: What to expect in 2010

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27 Mar

Western Independent Bankers' 2010 Annual Conference for Bank Presidents, Senior Officers & Directors

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What Our Clients Are Saying

“ After all of the products we looked at, WolfPACsm was the only solution that seemed intuitive. The cause and effect logic in the questionnaires made it easy for me to explain how it worked to my Board and show that this was the right solution for us. ”

Dennis Leahy
Bristol County Savings Bank
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