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Financial Institutions

Receive responsive service and answers to your most challenging questions from an accounting team that knows your industry and truly wants your business to succeed.

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Overcome the most difficult compliance hurdles

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Easily adapt to changing rules and requirements

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Rely on experienced professionals for support

Assurance, tax, and advisory professionals who help keep your institution moving forward.

Financial institutions (FIs) of all sizes realize that to compete in today’s environment, they must offer customers advice and products that can improve quality of life, while maintaining capital and liquidity, and complying to consumer protection rules. Your financial institution can rely on our team of experienced assurance, tax, and advisory professionals who care about your success, and the success of your business.

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Industries Finacial Institutions

Customized advisory and audit services that allow you to focus on meeting the needs of your customers.

We serve banks, credit unions, investment advisors, service organizations, trade associations, custodians, trusts and benefit plans, of all structures and sizes, including:

Internal audit and loan review outsourcing or assessment

FDICIA or PCAOB internal control testing, design or readiness

Board, executive or employee training

Mutual fund or common fund audits or agreed-upon procedures

CECL or ALLL assessments and compliance

Asset valuation, including OTTI, goodwill and intangibles

M&A valuation, including due diligence and purchase accounting

Litigation support services

Third-party vendor assessments

Executive and employee incentive compensation compliance

Enterprise risk management or risk control assessments

Consumer product risk assessments (UDAAP, overdraft policies, etc.)

ACH and NACHA audits

Income tax outsourcing and tax accrual calculations

IT and operational risk assessments, attack and penetration testing

Mortgage compliance and consulting (SAFE Act reviews, HUD compliance, etc.)

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"It's not a commodity. This is truly a relationship."

"When we think about a relationship, we think about it being something that's over a long period of time. So it's not a commodity. I don't look at HoganTaylor as a commodity. This is truly a relationship. When we do good it's because we're being given good advice and good service from HoganTaylor."

—Josh Brack,

    Chief Financial Officer, Legacy Bank

 

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Tax and accounting experts who care about your institution as much as you do. 

Since 2009, HoganTaylor has the expertise you would expect from the nation’s largest accounting firms with an unexpected twist — personal attention and commitment to your success. 
 
 
Steven Booth - 450 x 500-1

Steven Booth, CPA, CGMA

Lead Financial Institution Partner
20110727-Barden-Merri-1

Merri M. Barden, CPA

Tax Partner
Mallory Taylor - 450 x 500

Mallory Taylor, CPA

Tax Partner
Richard Wright - 450 x 500 USE THIS ONE

Richard Wright, CPA

Assurance Partner
Mark Choate - 450 x 500

Mark Choate, CPA

Senior Manager
Alex Talley - 450 x 500-1

Alex Talley, CPA

Assurance Senior Manager

"We understand the challenges financial institutions face."

“Accounting and auditing services for financial institutions must be performed within very precise deadlines and in a manner that clearly demonstrates a high degree of industry specific knowledge. Regulators and investors look at this as a sign of the financial institution’s stability and credibility. Ultimately, HoganTaylor understands this and the specific challenges financial institutions face. Our role is to help you navigate these waters and come out the other side successfully and above the rest.”

 

—Mallory Taylor, CPA

Tax Partner

Contact Info and Bio

Mallory Taylor - 450 x 500

 

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Ready to leverage additional expertise for your team? Delegate the reporting and auditing services you need to stay in command of your business.