Padgett Stratemann & Co.

The financial institution industry is facing new challenges. An ever changing landscape of regulations, competition and the economy are key issues facing your industry. Yet, more opportunities than ever exist for financial institutions focused on building a strong future.

At PS&Co., our Financial Institutions Team is comprised of over 20 professionals - all with in-depth training and experience specific to financial institutions. Working with over 60 financial institutions ranging in asset size from de novo institutions to $8.5 billion, our team understands your industry and the unique accounting and regulatory issues you face.

Our team is not on the sidelines; we are active members of both the Independent Bankers Association of Texas (IBAT) and the Texas Bankers Association (TBA). We also have excellent relationships with the various regulatory agencies.

Our services include:

• Accounting and auditing services
• Income and state tax planning and preparation services
• Regulatory compliance examinations and training
• Internal audit outsourcing
• Independent loan review services

• IT security and control reviews
• Employee benefit plan audits and administration
• Trust department engagements
• Cost segregation studies
• Due diligence for mergers and acquisitions