Certified Public Accountants

Smart financial products and services you can count on

Our Expertise

We understand Certified Public Accountant (CPA) businesses

  • We realize the unique needs of CPAs and guide you to tailored products and services to keep your firm's accounts in order
  • Diversify your payment options with merchant processing services
  • Enjoy a full range of business checking and credit accounts for all of your financial needs—including partner loans and practice financing
  • Leverage comprehensive wealth management services for your firm—including investments, financial planning, retirement and insuranceD

Products and Services
Customizable solutions for CPAs

Owner Occupied Real Estate

Reach more clients with real estate loans.

Equipment Lending

Get flexible lending solutions for the inventory and equipment you need to do business.

Credit Cards

Conveniently handle business spending and earn rewards at the same time.

Merchant Services

Get customized payment processing services that expand with the size of your CPA firm.

Business Digital Banking

Quickly access and manage your business accounts on the go, with 24/7 mobile access.

Remote Deposit Capture

Save time by depositing checks remotely using our desktop scanner.D

Fraud Risk Management

Protect your firm from every angle with advanced loss prevention services—including cyber liability, professional liability and workers' compensation.

Insurance

Ensure your employees and assets stay protected with a range of insurance options like property and casualty insurance.D

Wealth Advisory

From endowments and foundations to personal trust and estate planning, our institutional wealth advisors guide you to better financial benchmarks.D

Business Digital Banking

Manage your business on the go

Manage your accounts from anywhere

Send & transfer money with ACH and wires

Receive account and security alerts

Learn more about business digital banking
Business Digital Banking

Manage your business on the go

Manage your accounts from anywhere

Business Digital Banking

Manage your business on the go

Send & transfer money with ACH and wires

Business Digital Banking

Manage your business on the go

Receive account and security alerts

Learn more about business digital banking
Merchant Services

Payment processing tailored for you

Expand customer payment options and streamline your operations.
Learn more about Merchant Services
Business Vehicle & Equipment Financing

Flexible options for financing growth

Get the vehicles and equipment your business needs and maintain cash flow.
Learn more about equipment and vehicle financing

Franchise financing
Expand your goals

FAQ
People often ask us

We offer CPAs multiple credit opportunities, such as short-term working capital lines of credit, partner buy in and buy out loans, short-term loans, and real estate term loans—to name a few. Many options are available to meet your credit needs. For details contact your local branch or banker.

We understand the fluctuations in cash flow that CPAs face on a daily basis. Our tailored solutions can help to manage cash flow cycles throughout the year.

Account openings and credit are subject to bank approval.

Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

For more information about FCIS, FCAM or SVBW and its investment professionals, visit FirstCitizens.com/Wealth/Disclosures.

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

Remote Deposit Capture is subject to contractual terms and conditions.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

Bank deposit products are offered by First Citizens Bank. Member FDIC and an Equal Housing Lender. icon: sys-ehl.

NMLSR ID 503941