Entrepreneurial Spirit. Independent expertise.

    Other Services

    In our cumulative 75 plus years of service to credit unions, we have assisted our clients in just about every facet of their operation and finances. We offer this experience and knowledge to our clients every day. Although we do not profess to have all of the answers, we commit that we will do everything in our power to help our clients.

    • Federal Tax Returns – For state chartered credit unions we can prepare or review Federal Form 990 and 990T
    • Fraud Investigation – We can help you determine what happened and assist you to prepare documentation for bond claim support and criminal investigations
    • Real estate tax and valuation consulting
    • State sales and use tax assistance