Tax services

Plante & Moran’s team of tax professionals fully understands the tax laws and regulations. We work with you to develop a tax strategy and assist you in evaluating alternatives so that you can make informed decisions.

Following are some of the services that could benefit your bank:

• An integrated approach — members of the audit and tax teams work together as one unit to serve you
• A commitment to timely preparation of your tax returns
• A focus on front-end planning to reduce taxes
• Integrated tax planning throughout the year
• Experience with the tax issues that face multiple entities and controlled groups
• Knowledge regarding planning and structuring transactions in the most tax-efficient manner
• Assistance with state and local tax structuring to minimize taxes
• Employee benefit and retirement plan structuring to meet your needs
• Specific planning opportunities, including:
  • Succession planning
  • Limited liability company expertise
  • S Corporation cost/benefit analysis
• Cost segregation studies