Affordable housing tax planning & advisory

Plan Ahead For Better Outcomes

Strategy that aligns with credits, investors, and operations

Beyond annual filings, proactive planning shapes returns for years. From Monroe’s RiverMarket to Dallas–Fort Worth and Houston, we help developers and anticipate tax impacts, model alternatives, and coordinate with lenders and investors so the numbers match the deal as closely as possible. We offer a variety of services required to meet certain equity benchmarks, including Debt Service Analysis, 8609 Preparation, Adjuster calculations and other required certifications.

Year 15 And Exits

Navigate disposition without surprises

We advise on investor exits, transfers, or refinances when the compliance period ends—modeling gain, potential recapture, and capital account effects. If your project is approaching placed-in-service tracking or finalization, our cost certification audits and ongoing audit & assurance services keep tax positions aligned with audited results.

Capital Accounts, Depreciation, And Structure

Decisions today that shape tomorrow’s filings

We review underwriting projections, special allocation provisions, depreciation methods, and partner contributions/distributions to reduce adverse outcomes later. We coordinate with partnership tax returns to support long-term goals across Louisiana, Mississippi, Arkansas, Alabama, Tennessee, Oklahoma, and Texas.