Steve has more than 25 years of experience as a business advisor and confidant to financial institutions, middle market companies and their stakeholders. Steve specializes in consolidated tax returns, S corporation planning and compliance matters, accounting methods and periods, and assistance with IRS and state tax return examinations.
Marty provides audit and other consulting services to financial institutions. His background includes serving as assistant controller for a bank service bureau and working for a large regional bank accounting firm. Marty has worked extensively with the firm’s banking clients across the Midwest for over 17 years.
Matt has more than 30 years of experience with bank mergers and acquisitions, formerly serving as managing director of a large regional consulting firm. Matt also specializes in regulatory filings and changes in control. He has actively supported the MBA, KBA and MIBA associations for the past 20 years.
Blair specializes in performing Loan Reviews and Internal Audits for financial institutions. As a former bank examiner, Blair provides unique insights to help community banks. In 2016, Blair earned her designation as a Certified Information Systems Auditor.
Amount billed for routine phone calls
Amount billed for services if not 100% satisfied
Sleepless nights knowing we’re in charge
Headaches figuring out tax regulations
Of your time devoted to making money
Stress free tax filing