Financial Institutions

Financial Institution Services

Understanding the accounting and financial reporting complexities and compliance challenges financial institutions face while staying on top of the latest industry developments can be daunting. Our team of experienced financial institution specialists receive focused, industry-specific training throughout the year and are here to help you.

At Landmark, we tailor our services to fit the needs of each and every financial institution client. Not only do we provide traditional audit and tax compliance services, but we also work closely with our financial institution clients to understand their unique situations and to proactively develop effective strategies to help them comply with laws and regulations, implement new accounting and financial reporting requirements, structure transactions, evaluate impact to regulatory capital, analyze profitability and structure merger/acquisition transactions.


  • Assistance provided during regulatory examinations
  • Assistance with risk assessment procedures
  • Develop internal audit procedures based on risk assessments
  • Directors’ examinations
  • Financial statement audits
  • Interviews and questionnaires to document policies and procedures
  • Other agreed-upon procedures
  • Perform internal audit procedures based on bank provided programs
  • Presentations to the audit/compliance committee or full board of directors
  • Review of bank policies
  • Training and assistance to internal audit staff


  • Call report preparation
  • Compilation and submission of Y9 reports
  • Holding company level tax planning
  • Merger/acquisition evaluation and accounting
  • Monthly depreciation schedule and tax projection updates and reporting
  • Tax return preparation