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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

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

TAX INSIGHTS:

Webinars

Webinar Recording: 2022 Accounting & Tax Year End Review

As 2022 comes to a close, CWDL hosted a discussion on the accounting and tax year in review and action mortgage lenders need to take before the year closes out.