Service offerings

Our team can help you with:

Tax Services

Strategic tax planning plays a significant role in all business operations. CohnReznick’s tax advisory team can assist you in complying with applicable tax laws and filing promptly at the federal, state, local, and international levels. We provide sophisticated, comprehensive planning advice to public and private companies, foreign-owned subsidiaries, and individuals. With an in-depth understanding of tax laws, our professionals can research and analyze tax law changes and apply their interpretations to your individual case.

Audit Services

Whether your business is public or private, confirming that your financial procedures and business systems meet compliance obligations should be a top priority within your risk management. A systematic compliance audit by professionals versed in your industry’s nuances is critical. CohnReznick’s thorough review first confirms audit scope, then performs a deep analysis of your compliance control systems and procedures. Findings are provided in a comprehensive report that includes recommendations for any corrective actions.


CohnReznick has also developed a proven and consistent compliance process that allows us to deliver a quality product and superior service on a timely and cost-effective basis. We adapt this process for each engagement, using the knowledge we gain about our clients and our technological resources to deliver an efficient, organized approach.

Comprehensive, attentive support

With extensive experience supporting the mortgage lending industry, plus deep real estate and financial services expertise, our team offers deep insight, technical acumen, and extensive knowledge of evolving rules and regulations, trends, and best practices. 

  • Industry expertise. Our Financial Services practice serves a range of institutions, each with its different specialties. Our extensive mortgage lending industry experience enables us to bring value-added services to your company in areas including assurance, regulatory compliance, tax compliance, tax minimization strategies, and best practices for operations.
  • Proactive, experienced engagement team. Our clients deserve significant partner- and manager-level attention. Our seasoned professionals commit themselves to learning about your business, anticipating your needs, and providing forward-thinking solutions to your concerns, all while minimizing disruption to your day-to-day activities.
  • Trusted business advisor. CohnReznick is committed to adding value by proactively sharing business advice and insights relevant to the financial services industry.

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Get in touch with our specialists

View All Specialists
mike barber

Michael Barber

CPA, Office Managing Partner - Dallas
marci stanley

Marci Stanley

CPA, Partner – Tax
Marckx, Brad

Brad Marckx

CPA, Partner

Looking for the full list of our dedicated professionals here at CohnReznick?



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Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture.