As your trusted financial consultant, we go beyond providing basic tax and accounting services to becoming part of your advisory team. We develop and implement strategies that support your long-term prosperity, including everything from recommending the most effective business structure to building banking relationships and offering oversight when assisting with compliance.

Our services include:

• Mortgage servicing rights accounting
• Hedge accounting
• Loan Level accounting
• Real estate owned accounting
• Privately-held mortgage lender compliance consulting
• Bank relationships
• Insurance needs
• Entity formation
• REIT structure
• Qualified Opportunity Zone (QOZ) investment consulting
• Foreign and domestic investors, including multi-state