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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

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



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.