Real Estate

At DZH Phillips, we have a long history of providing accounting and assurance services to the real estate industry, including commercial, affordable housing, and HUD-assisted sectors.  Our industry specialists have the extensive knowledge and experience necessary to assist your organization in achieving long-term, sustainable financial health.

LIHTC and HUD

In today’s business environment, the opportunities and challenges facing owners and developers of LIHTC and HUD-assisted projects are different and more complex than they were just a few years ago.  We offer a strategic, comprehensive set of LIHTC and HUD-assisted services to address these changing needs.  Services include:

  • Preparation of LIHTC and HUD cost certifications
  • Construction-phase audits
  • Audited financial statements that meet the requirements of LIHTC, HUD, CalHFA, USDA and other assisted developments
  • Exempt organization tax returns
  • Limited partnership and LLC tax returns
  • Other special reporting requirements, as needed

Commercial Real Estate

Clients in our commercial real estate sector comprise a broad spectrum of entities, including agents, developers, investors, and brokers. We assist with issues such as acquisitions, developments, holding and selling strategies, tax liability and risk reduction, and a host of other services, including:

  • Strategic tax planning
  • 1031 exchanges of "like-kind" investment property
  • Budgeting and cash flow projections
  • Business entity structuring
  • Passive activity deductions
  • Review of internal controls

Contact us

For information about our clients and the services we offer to the real estate industry, please contact us at (415) 781-2500 or email cpas@dzhphillips.com.

Contact Us

To learn more about how the professionals at DZH Phillips can assist your firm, organization or family, please contact us at the following:

T (415) 781-2500
E cpas@dzhphillips.com