Financial Institutions
At Jackson Thornton Financial Institution Services, we've helped financial institutions successfully navigate regulatory, assurance and federal and state tax issues for more than 80 years - gaining crucial experience and insight into the needs and requirements of banks, holding companies, credit unions and other lending institutions.
We understand how personalized service helps community financial institutions stand out, the same way our commitment to client service helps us stand out in our industry. Our clients are served by teams with tax, consulting and auditing experience and have multiple contacts readily available to them.
Services Include:
- Bank Holding Company Services
- Income Tax Planning and Preparation
- Loan Review
- Assurance (including audit, director's examinations and agreed-upon procedures)
- Regulatory Reports Preparation
- Internal Audit Outsourcing
- Conversion from C Corporations to S Corporations
- Information Systems Audits
- Mergers and Acquisitions
- Business Valuations
- Employee Benefit Plan Services
Through the performance of financial statement audits, directors' examinations and outsourced internal audits, we will help you improve the efficiency and effectiveness of your daily operations. Our knowledgeable staff of professionals, including a Certified Community Internal Bank Auditor, and network of resources can help you define and maximize your financial institution's competitive advantage.
