Financial Institutions

With a client base of over 100 financial institutions ranging in size from $3 million to over $1 billion in assets, Wolf's financial institutions practice is one of the largest of any CPA firm in New England.

Our clients benefit from our depth of knowledge and experience in the industry, and we believe that the value of our services is unequaled in providing practical solutions to community institutions.

Through leadership roles and active membership in a variety of professional committees and industry organizations, our professionals are on the forefront of developing accounting, tax and regulatory matters as they relate to financial institutions. In addition to staying abreast of developing accounting, tax and other regulatory standards, our professionals are regular speakers for programs sponsored by the Massachusetts Bankers Association, the Massachusetts Mortgage Bankers' Association, the Massachusetts Credit Union League, Institute of Internal Auditors, and both the American Institute and Massachusetts Society of Certified Public Accountants.

Advisory services provided to this industry group include:

mergers branch acquisitions stock conversions debenture offerings

Compliance with the reporting requirements of the Securities and Exchange Commission, Federal Deposit Insurance Corporation, Office of Thrift Supervision and National Credit Union Administration.

Our Risk Management Services group, which consists of our IT Assurance, Regulatory Compliance and Internal Audit practices, has specialists ready to meet the ever-changing and complex regulatory needs of your financial institution.

For more information on our financial institutions practice, contact Thomas J. Vocatura, CPA, Member of the Firm 617-428-5454 or via email at tvocatura@wolfandco.com