Financial Institutions
Leaders in the Financial Services Industry turn to Stegman & Company with confidence for audit, regulatory reporting, capital formation, mergers and acquisitions and tax services. Recent changes in financial accounting standards and corporate governance have made it more critical than ever for companies to seek counsel from experienced professionals.
Our experience enables us to assign knowledgeable professionals to serve you and allows us to draw from a variety of experiences when recommending solutions and strategic planning opportunities for your institution.
We have advised financial institutions on a wide variety of public and private capital transactions including initial public offerings. This experience provides us with an understanding of, and solutions to, the unique challenges that an institution faces.
AUDIT & REPORTING
You can trust the professionals within Stegman’s Financial Services Industry Group for solid advice and guidance. We stay ahead of events and developments affecting your industry. Our experience allows us to advise financial institutions and their audit committees on the most effective and efficient means to comply with all aspects of financial and regulatory reporting.
We recognize that the audit process can be disruptive to your employees’ daily work routines. We make every effort to accommodate your employees’ schedules and understand that their obligations may sometimes take priority over our audit process. Our years of experience auditing financial institutions allow us to concentrate our audit efforts on areas of greatest risk.
Our auditing standards comply fully with the standards established by the American Institute of Certified Public Accountants and, as appropriate, the Public Company Accounting Oversight Board. Our reporting standards comply with the Financial Accounting Standards Board and, as appropriate, the Securities and Exchange Commission. As a public accounting firm registered with the Public Company Accounting Oversight Board, we are subject to the rules of the PCAOB, including its regular inspection of our firm.
TAX PLANNING SERVICES
Stegman & Company will simplify your tax experience. We assist you with:
- Preparing all types of tax returns
- Preparing multi-state tax return filings
- Tax planning & minimizing expense
- Representation in tax examinations
- Tax considerations in mergers and acquisitions
Sarbanes-Oxley Act
There are certain unique issues that affect financial institutions regarding Sarbanes-Oxley compliance. Our experience allows us to advise you and your audit committees on the most effective and efficient means to comply with all aspects of public reporting requirements, including Section 404 of the Sarbanes-Oxley Act. As a public accounting firm registered with the Public Company Accounting Oversight Board, we are subject to the rules of the PCAOB, including its regular inspection of our firm.
