Financial Services

Financial services organizations–as well as their principals and senior executives–operate in complex and heavily regulated business environments.

Cendrowski Corporate Advisors helps meet the evolving needs of these individuals, assisting with tax structuring, tax planning, and valuation, helping them strategize for future tax efficiencies.

With our tax, audit, advisory, and compliance/regulatory services, our trusted professionals help high-wealth executives and their organizations with complex tax and reporting concerns. We provide support for:

• Mergers and acquisitions
• Risk management
• Regulatory compliance
• Tax planning and advisory

We help your team successfully navigate the intricacies of the financial services industry. Our trusted advisors understand the challenges of starting a fund, the complexities of mergers and acquisitions, and the high level of support that a sophisticated financial services organization requires.

Our financial services tax advisors and accountants can manage both simple and complex audits, ensuring you’re considering both operational and tax efficiency in all of your business decisions.