Solutions for Accountants & CPA Firms

Let our team focus on your needs and the needs of your firm so you can spend your time helping your clients with their financial plans.

Customized Solutions for Accountants & CPA Firms

Whether you're considering partner capital financing, a buy-out or relocating your firm, we'll walk you through your options, including:

​Personal Financial Solutions

In addition to your firm's goals, you can work with M&T professionals on your own financial future. M&T Securities, Inc. offers non-deposit investments, insurance solutions, and financial and retirement planning.

View Personal Investment Solutions >

​CPE Certified by NASBA

We are certified by the National Association of State Boards of Accountancy (NASBA) to offer a variety of CPE courses in-person to fulfil your continuing education requirements. This helps your employees keep their knowledge current and earn credits without having to spend too much time away from the office.

Local Relationship Management

At M&T, we work hard to understand what's important to you and your firm. We make sure banking decisions regarding your business are made locally, with a dedicated Relationship Manager who anticipates your future needs and is dedicated to helping you improve your business.

The M&T Advantage

Our comprehensive business approach gives you access to financial products and discounted business services that can help you manage your cash flow, accept payments and disburse funds – all while saving you time and money.

M&T Bank's Remote Check Deposit ("RCD") services are provided subject to M&T Bank's standard treasury management services agreements for the provision of RCD services ("RCD Agreement"). Client may only use an Approved Scanner (as defined in such RCD Agreement) for RCD services. Under our RCD Agreement, M&T Bank may pay the cost of purchasing one M&T Approved Scanner (per client) on behalf of client to be used under the RCD Agreement. However, if the RCD Agreement is terminated for any reason (other than by M&T Bank without cause) prior to the six (6) month anniversary of the commencement date of the RCD services, client must reimburse M&T the cost of each M&T Purchased Scanner that M&T purchased on behalf of client.
M&T Bank Merchant Services® are available subject to completion of a Merchant Services application and credit approval. Merchant Services are provided subject to the terms and conditions of M&T Bank's Merchant Services Agreement. Availability of funds is subject to M&T Bank's Funds Availability Policy. Additional terms and conditions apply.
Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Lose Value​​​​​
All loans and lines of credit are subject to receipt of a complete M&T application, credit approval and other conditions.
Brokerage services are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank.
Some products and services may be provided through third parties, subsidiaries or affiliates of M&T Bank.
Unless otherwise specified, all advertised offers and terms and conditions of accounts and services are subject to change at any time without notice. After an account is opened or service begins, it is subject to its features, conditions and terms, which are subject to change at any time in accordance with applicable laws and agreements. Please contact an M&T representative for full details.