Giving the Affordable Housing Community an Advantage

Supporting housing stakeholders with a wide range of audit, tax, and advisory services

Image of affordable housing rows overlaid with tax documents

The Affordable Housing community looks to us to provide:

  • Specialized Low-Income Housing guidance designed to deal with the complexities of affordable housing
  • Long-term strategy, from tax credit application through year 15, for housing development success
  • Excellence in LIHTC Audit, Tax & Accounting services for superior organizational success

Audit/Accounting

  • Financial statement audits, reviews, and compilations
  • Compliance monitoring
  • Ten percent carryover certifications
  • Cost certifications: Low-Income Housing Tax Credits (LIHTC), historic tax credits, HUD capital advance
  • Eligible cost analysis
  • Agreed upon procedures
  • HUD Real Estate Assessment Center (REAC) submissions
  • Due diligence

Tax

  • Partnership tax returns (IRS Form 1065, Oregon Form 65)
  • Low income housing tax credits
  • Historic tax credits
  • Business Energy Tax Credits (BETC)
  • Tax basis analysis and projections
  • Tax credit syndications
  • Investor eligible basis projections
  • Tax research and planning

Advisory Services

  • Year 15 analysis, including evaluation of options and strategies for stakeholders
  • Financial projections
  • Tenant compliance issues
  • Grant compliance assessments
  • Cost segregation studies
  • Budget preparation and cash flow analysis
  • Valuation/appraisal
  • Debt services and break-even calculations
  • Forensic accounting


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