Accounting for Real Estate Investors

Duner and Foote specializes in assisting private money lenders, from Department of Real Estate reporting to providing assurance and tax compliance services.  We work with our private money clients to ensure they are in compliance with the Department of Real Estate with respect to reporting requirements that are required to be performed by an independent CPA.  Our firm attends conferences throughout the year that are industry focused where we continue to learn about the industry as well as participate in panels along with writing articles to further promote the private money space.

Private Real Estate Lenders

Call our Irvine, CA CPA firm now at 949-263-0030 or request your free consultation online to find out how we can work together to grow your portfolio and your wealth.

• RE 852 – Quarterly Multi-Lender Trust Account Reports – if you are originating or servicing fractionalized loans you may have this filing requirement.  This filing requirement is based on your volume.
• Annual Trust Account Review – If you have trust accounts you or your business may have this annual filing requirement.
• Assistance with Department of Real Estate audits
• Tax services for mortgage fund/pools
• Preparation of K-1s in a timely manner
• Tax Consulting with respect to initial setup and entering and exiting investments
• Assurance services – to meet requirements per your PPM or to provide your investors and prospective investors with additional piece of mind regarding the financial aspect of your fund.