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
Information Returns Intake System (IRIS)
If you file 10 or more information returns, such as 1099s, you must file them electronically. To help with this process, the IRS has created a new, free online portal called the Information Returns Intake System (IRIS) Taxpayer Portal.