Financial services tax

Overview Key points Related services Let's work together

We do more than tax for financial services companies

From risk management to transformation, our team of specialists can help your business.

Your financial services tax challenges are unique and complex, but they’re not beyond solving

Tax is a dynamic, ever-changing field. Almost every accounting and business decision creates critical tax implications.

It can feel impossible to keep up. But it’s not impossible – it just takes the right expertise on your side.

When the right dedicated financial services tax specialists can filter all their knowledge and tools through the lens of what really matters for your business, that’s when you get practical and even transformational solutions to your tax challenges.

With your Crowe financial services tax team on your side, you can expect a comprehensive picture of your tax position and clear direction on the way forward – no matter what changes occur in the law, the market, or your business situation.

Together, we can solve financial services tax problems and create value with focused expertise and technology.

From insightful tax planning strategies to full turnkey tax outsourcing, we’ve done it all for banks, fintechs, and other financial services companies.

Reach

Crowe is a trusted resource for more than 500 financial services organizations across the globe.

Resources

Our financial services tax group is a national team of 15 partners, focused exclusively on the financial services industry.

Access

We offer access to our national office and our other specialty consulting groups in federal, state and local, and international tax, for consultation on complex tax issues and assistance with resolution.

Specialization

Our team specializes in accounting for income taxes, mergers and acquisitions (including structuring, due diligence, and integration), regulatory matters, compliance, and comprehensive tax planning strategies.

Experience

More than 200 public and private financial services organizations with $2 billion or more in assets work with the Crowe financial services tax team.

Insurance tax services

Crowe helps traditional and captive insurance companies solve their biggest tax challenges and strengthen their tax planning. Learn more about our services and connect with our team of tax specialists.

Explore services

Problems solved. Value added. Trust built. See what’s possible with the right financial services tax support.

Your tax challenges may be unique, but we’ve spent a lot of time honing the skills, expertise, technology, and industry awareness to meet them.

Get in touch to discuss how our financial services tax team can help you address issues and uncover valuable new insights.

Jim Slivanya

Managing Partner, Financial Services Tax Leader

phone phone +1 646 965 5753 cancel mail 

Cody Lewis

Partner, Tax

phone phone +1 916 492 5117 cancel mail 

Dave Thornton

Partner

phone phone +1 646 965 5688 cancel mail 