Tax

Navigating the ever-changing landscape of tax law can be daunting and time-consuming.

A partnership with Spiegel Accountancy ensures you will be kept abreast of these changes and that they will be implemented in a manner that maximizes your tax strategy.

We will take a forensic look at previously filed tax returns to determine if there is potential for any additional savings. For example, when we start working with a new client, we often discover overpayments in prior-year tax returns due to incorrect application of tax law. In many cases, we can obtain refunds by amending the past tax returns.

Furthermore, we are tax planning experts who will listen to your needs and aggressively apply the IRS rules to secure the best financial outcome for you.

Our services include:

  • Tax return preparation, including multi-state returns
  • Tax planning and projections
  • Real Estate Owned analysis, accounting, and related tax impact
  • Discounted note purchase analysis, accounting, and related tax impact
  • Investor suitability
  • Unrelated Business Taxable Income (UBTI)
  • Licensing requirements
  • Tax reporting requirements for out-of-state investors
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