Tax Planning & Compliance Services

Tax Services for Credit Unions

Quality tax preparation for credit unions requires expert knowledge. Nonprofit organizations face a completely separate and unique set of tax rules unrelated in many ways to those governing for-profit businesses. Our nonprofit tax specialists understand the complexities of the tax-exempt world and offer credit unions a comprehensive menu of solutions that extend beyond simply preparing returns.

Our credit union tax experts possess the knowledge and experience to ensure your 990 return, IRS reports, UBIT planning and other nonprofit tax preparation needs are handled right.

Our services for credit unions include:

Tax Services for Financial Institutions

TWHC offers a full array of federal and state income tax services that can help community banks and their owners comply with increasingly complex tax provisions. Our experienced, multi-disciplined team of tax professionals provides services in the areas of federal tax planning, analysis and compliance. We have provided assistance to our bank clients at every stage of the IRS audit.

Our services for banks and financial institutions include:

For more information about a custom range of tax and consulting services for your credit union, nonprofit organization, bank or other financial institution, feel free to contact us .