Tax Management

You’ve worked hard for your money. Let us help you keep it.

We know what it takes to acquire and expand wealth, and the challenges you may face to preserve it and create a legacy for your loved ones. From tax-free investments, deferred tax accounts, generational trusts and more, your Wealth Advisor can help you understand how your investment strategy can create a healthier bottom line for you, your family and even your business, while limiting your tax liability.

We can help to develop a comprehensive tax management plan designed to fit your personal financial goals, or those of your business, all in partnership with your CPA and attorney.

Your Wealth Advisor can help you explore options for transferring taxes with:

We can also help you defer taxes through a variety of financial options, including:

Email your question or comment

Thank you for your inquiry. A First Citizens Representative will contact you shortly.

An error occurred while sending your request. Please try again.

To get additional information or to send a comment about First Citizens Bank, our products and services, please complete the online form below.

* indicates required field

Please enter your name
*
Please enter a valid email address
*
Please select a recipient
*
Please enter a message
*
Please enter the code
*
or Cancel
Request a Call

Thank you for your inquiry. A First Citizens Representative will contact you shortly.

An error occurred while sending your request. Please try again.

Would you like to know more about our products and services? Give us your name, phone number, area of interest and what time is convenient for you. We will have a qualified First Citizens associate contact you to answer your questions.

* indicates required field

Please enter your name
*
Please enter your phone number
*
Please enter a valid email address
*
Select best time to call
*
Please select a recipient
*
Please enter a message
*
Please enter the code
*
or Cancel
Personalize Your Banking Experience

First Citizens Bank product offerings differ from region to region. In order to accurately display information on accounts, rates and special promotions specific to your area, please enter your 5-digit ZIP Code below.

Email

Thank you for your inquiry. A First Citizens Representative will contact you shortly.

An error occurred while sending your request. Please try again.

To contact , please complete the following form.

* indicates required field

Please enter your name
*
Please enter a valid email address
*
Please enter a phone number
*
Select a contact method
*
Select a product or service
*
Please enter a message
*
Please enter the code
*
or Cancel

Deposit cash or checks without an envelope 24 hours a day, seven days a week

Learn more »

Please Upgrade your browser

Your Browser Is Not Supported – Please Upgrade

In order to view and use certain First Citizens Bank products, services and webpages, we recommend that you use a current version of one of the following browsers. You can upgrade your existing browser by clicking one of the links below. You will need to restart your computer in order to complete the upgrade.

We strongly recommend that you upgrade now.

If you do not upgrade your browser, you may experience functional or display issues on the pages you are attempting to access.