Finance Tax Services

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How We Help

Financial Service Firms

Financial firms operate in a highly regulated industry where tax oversights and reporting errors can be costly. A single mistake or tax inefficiency can result in penalties or unnecessary tax liabilities. It can also cause reputational damage or sink security values through the erosion of stakeholder trust. Polston Tax is an experienced accounting and tax resolution firm that can help financial services firms avoid those outcomes.

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Services Tailored to the Financial Services Industry

Polston Tax offers a full suite of professional services for financial services companies.

Trust us for ongoing support with the bedrock of your tax tasks. Our team has extensive experience in bookkeeping and accounting for financial institutions, from monthly payroll and reconciliations to statement preparation for stakeholders and official audits of financial services firms.

If you need guidance on regulatory tax compliance, we’re ready to help you successfully navigate reporting requirements for the SEC, FINRA and the IRS. Our knowledge further extends to multistate compliance for financial firms operating in different jurisdictions, so you have peace of mind about legal adherence.

Additionally, we offer in-depth assistance with advanced tax preparation and planning, from hedge fund and broker-dealer tax strategies to recommendations for tax-efficient business structures.

Rest assured that if an issue arises, you’ll have an experienced resolution advocate on your side. Our professionals provide comprehensive tax resolution support, including:

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Why Choose Polston Tax for Financial Services?

Financial services companies countrywide collaborate with Polston Tax because of our:

  • Industry experience: We have over 20 years of tax resolution experience and the skills to resolve tax challenges for this complex, highly regulated industry.
  • Proven results: Since 2001, we’ve collectively saved hundreds of clients over $250 million in taxes and helped them avoid expensive audits and penalties.
  • Comprehensive support: Our team includes tax attorneys, CPAs and case managers with in-depth knowledge of industry tax regulations and reporting requirements.
  • Consultative approach: We work with you to personalize your tax services and advice based on your unique organizational needs and the laws applicable to your industry role.
  • Hands-on resolution: When you work with Polston Tax, your dedicated team members handle all IRS communications and negotiations on your behalf.

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