AUDIT, ACCOUNTING, AND TAX

The KPM Financial Institution Group is dedicated to helping Financial Institutions of all sizes prosper and grow. KPM offers the following solutions:

• External auditing
• Tax return planning & preparation
• Franchise tax preparation
• Directors’ examinations
• Employee benefit & retirement plan reporting
• Holding company reporting
• Call report assistance

In addition, KPM provides added value by meeting specific needs and improving overall strength in the following areas:

• Internal audits
  
• Internal control evaluations and audits
  
• Sarbanes-Oxley 404 compliance services
  
• Benefit plan design & implementation
• Retirement plans
  
• Stock valuations
  
• Charter and branch applications
• Merger/change of control applications
  
• Holding company debt service projections
• Information on current accounting and tax issues
• General business consulting
• Accounting for depreciable assets

Why KPM? Experience and reliability. The KPM Financial Institutions Group has been providing services to Financial Institutions for more than three decades. At KPM, we pride ourselves on the individualized attention and responsiveness we provide our business partners.

With KPM’s Financial Institution Group as your business partner, you will receive unrivaled client service and practical solutions.

For more information about these services contact Sean Balisle, CPA, Mike Phillips, CPA or Andy Clemens, CPA at (417) 882-4300.