Private Lending CPA

Accountants for Real Estate Investment

Managing real estate investments has become extremely complex. In addition to the challenges of properly reporting assets such as distressed loan purchases or real estate owned properties for financial and tax purposes, or the timely reporting of K-1s, there is also a growing concern about the impact of increased regulatory and documentation standards.

We have more than 20 years of experience working with private lenders who manage everything from start-up funds to funds worth more than $200 million. We believe our real value comes from our ability to strategize with management to maximize the impact of their business decisions and how they are presented to investors in their financial statements and reflected on their K-1s.

We are industry experts in the private lending industry. Our staff is actively involved with the American Association of Private Lenders and the California Mortgage Association (CMA) and consistently work with these organizations on education and sharing information.