Consulting

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
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