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Grooms & Harkins, P.C. brings to the table significant banking industry knowledge and expertise. We have worked with banks of all sizes and understand the complex arena banks must navigate adhering to strict federal requirements, maintaining profitability, managing a compliance program, and evaluating and mitigating risk all while satisfying a diverse customer base. Allow us to step in and provide thorough professional services to help you with all of your goals. 

Our services include:

  • Financial Statement Audits
  • Compliance Services
  • Agreed Upon Procedures
  • Compilation Services
  • BSA Audits
  • Federal, State, and Local Tax Planning and Compliance
  • Merger and Acquisition Consultation and Due Diligence Assistance

Check the background of your financial professional on FINRA's BrokerCheck

Avantax affiliated Professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated insurance agency.

3200 Olympus Blvd,
Suite 100,
Dallas, TX 75019

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value.


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