Financial Services

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Experience that builds confidence.

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For over 80 years, our Financial Services group has provided insights and solutions to more than 500 financial and investment institutions. We’re also a PCAOB-registered and inspected firm, and have been recognized as one of the top CPA firms auditing SEC-registered, advisor-managed hedge funds. As a recognized industry leader, we build confidence, mitigate risk, and secure your institution with data-driven insights.

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our customers

We draw on service and industry specialists across all of Elliott Davis to fully address the unique needs of our customers — no matter what their goals or situations look like.

Banks
Credit Unions
Mortgage Banks
Trust Companies
FinTech
Specialty Finance Companies
Start-Up Funds
Hedge Funds
Fund of Funds
Private Equity Funds
FEATURED solutions
Federal Tax

Navigate the complex federal tax landscape with a trusted partner.

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Transaction Advisory

Maximize transaction value while reducing risk by combining analytical skill with real-world experience.

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Audits, Reviews & Compilations

Tap into the power of financial statements for informed decision making.

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ready to see your potential?

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"We see ourselves as part of your team. We’re embedded in your growth and success."

Josh White

Shareholder

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tax

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Federal Tax

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Solutions
Solutions by Category

When running a business, a variety of challenges and opportunities present themselves. Our breadth of services span every category. Based on your business goals, we’ll find the right solutions to meet the moment.

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Solutions by Industry

Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.

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