Financial Institution ConsultingIndustry expertise and insights to help your financial institution thrive

Since 1944, Saltmarsh has been providing auditing, tax and consulting services to a wide range of financial institutions – making it the firm’s largest specialty practice and industry of focus. We currently serve over a hundred financial institutions ranging in size from small single location institutions to larger multi-billion-dollar institutions.

The Financial Institution Advisory Group includes an experienced team of shareholders with a passion for serving financial institutions and expertise that has established them as thought-leaders in the industry. Many are asked to present at industry events and attend national conferences, including the Florida Bankers Association, Tennessee Bankers Association and FDIC CPA Roundtables.

Our greatest ambassadors, in addition to satisfied clients, are the consultants who serve our clients on a daily basis. We take care to attract and retain knowledgeable professionals, most of whom have practical experience working in the industry and provide comprehensive training and access to resources to ensure they deliver quality and timely work each and every time.

Our Commitment to the Industry

We have made a firm commitment to the industry and invested significant resources to build long-lasting relationships with our clients. We deeply value these relationships and respect the trust being placed in us.

We look forward to every opportunity to help our clients address the emerging trends and competitive, economic and regulatory issues facing the industry and provide ongoing opportunities for training, interaction and engagement. Please visit our Seminars by Saltmarsh page for information regarding upcoming meetings and training opportunities.

Accounting Services

Audits
Directors' Examinations
De Novo Services
Employee Benefit Plan Audits
Pro Formas and Projections
General Ledger Assistance
Assistance with GAAP Accounting Issues and FASB Compliance
Regulatory Reporting Assistance
Fixed Asset Accounting

Tax Services

Tax Return Preparation
Planning and Quarterly Estimating
Representation before the IRS
Tax Structure- S Corporation Elections
Representation Before State Departments of Revenue and Other Governmental Agencies