TAX PLANNING & PREPARATION EXPERTISE
Our goal: reduce your tax burden and capitalize on opportunities.
Today’s dynamic tax environment demands up-to-the-minute, industry-specific insight. Our strategies minimize taxes and mitigate risk.
Mortgage Banking Tax Services
Nationwide (multi-state) tax services
Fair value considerations related to derivative assets, mortgage servicing rights
Full-service accounting support from accounts payable to CFO services
Corporate tax and entity considerations and planning
Individual tax preparation and planning
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There is a lot of trust with them. They told us they’ve got our back and will figure everything out. That’s exactly what they’ve done.
Debbie Beier
GSF Mortgage Corporation
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TAX INSIGHTS:
Resources
Beneficial Ownership Information Reports
Under the Corporate Transparency Act , most small businesses must file Beneficial Ownership Information (BOI) reports by January 25, 2025.