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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