The China Association of Certified Tax Practitioners cooperate with many financial enterprises and the Hargent research institute formed the subject group that combined with overall finance situation. The study was conducted on the R&D investment and management characteristics and the enjoyment of tax concessions in the financial industry, analyzing the current situation, characteristics and problems of the financial industry in enjoying preferential policies, and putting forward relevant suggestions in terms of improving the R&D management capability of financial enterprises, playing the role of tax-related professional services and improving fiscal and taxation policies depend on research of focusing on 17 typical financial enterprises. In addition the paper really reflect the actual situation and problems of R&D expenses deduction for financial enterprises, and making effective suggestions to the national fiscal and taxation authorities, and promoting the implementation of tax and fee reduction policies and the quality development of the financial sector.