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CPA Professionals for Private Mortgage Lenders
Spiegel provides professional services to help clients improve profitability, increase net worth, minimize tax liabilities, and comply with counterparties and regulators.
Spiegel is a full-service certified public accounting firm with particular focus in the private mortgage and investment real estate industries. A trusted name in these sectors, Spiegel provides assurance, tax, and consulting services to businesses of all sizes. We are responsive to our clients’ needs and provide innovative solutions for their business objectives.
As a boutique firm, we differentiate ourselves by offering our clients highly personalized service. Our team of industry leaders is dedicated to your business and actively partners with clients to develop forward-thinking solutions. Our mission is to provide the highest level of service and respond to your needs in a timely manner.
As recognized private equity professionals, we are actively involved in the California Mortgage Association, American Association of Private Lenders, as well as other organizations, and work tirelessly to improve the industry landscape for private equity platforms.We are industry experts in the private lending industry. Our staff is actively involved with the California Mortgage Association (CMA) and consistently work with the organization to assist in resolving industry issues that impact private lenders.
Our services include:
- Structure and formation
- Tax planning and preparation
- Audit, reviewed, or compiled financial statements
- Real Estate Owned, accounting, and related tax impact
- Discounted note
- Investor suitability purchase, accounting, and related tax impact
- Unrelated Business Taxable Income (UBTI)
- Licensing requirements
- Threshold reporting requirements
- Tax reporting for out-of-state, multistate, and foreign investors
- Business consulting
Financial statements provide invaluable information for planning earnings and cash flow, complying with regulatory requirements, and identifying risks before they become problems. Spiegel offers a full range of assurance services, including: audited, reviewed, and compiled financial statements; monthly or quarterly accounting and assistance; and GAAP accounting guidance.
TAX PLANNING AND PREPARATION
Through developing long-term client relationships, we understand tax objectives in the wider context of your business and you personally. In addition to employing our expertise to minimize tax liabilities, we are also proactive with tax changes and are
willing to be aggressive within tax laws.
Our consultancy practice goes beyond basic tax and assurance services. As part of your team, Spiegel can help implement strategies, assist your management team, address new regulations, manage or improve accounting and internal control processes, and work on special projects. By transferring our knowledge, we are able to help you make informed business decisions and contribute to your success.
Located in the San Francisco Bay Area, Spiegel is one of the most respected accounting firms in the mortgage banking and private equity sectors. Since 1991, we have established a substantial track record as experts in these sectors by offering tailored strategies and advice to hundreds of clients. We have over two decades of experience working with private lenders, from start-up operations to established private equity players with over $500 million in assets under management.
The private equity sector has become increasingly burdened by higher regulatory and documentation standards, and our personal service helps clients to thrive in this challenging environment. Spiegel’s differentiator comes from our ability to strategize with clients and help them make informed, critical business decisions. High-level expertise is crucial in ensuring clear financial information is delivered to investors. Spiegel offers a boutique service tailored toward private equity clients, delivering timely and comprehensive tax, audit and consulting capabilities. As a trusted CPA source for private equity, Spiegel ensures clients’ financial reporting meets the highest standards.
OUR APPROACH | PARTNERSHIPS THAT LAST
At Spiegel, relationships are key. As a small firm, we form close connections with our clients, all of whom benefit from access to tax and audit professionals with many years of industry experience and a high level of expertise. Our team prides itself on a different kind of client service – we are proactive with you. We are highly responsive to our clients needs and believe in open communication at all times.
Our team has a shared appreciation for innovative solutions. We undertake problems using a creative approach and develop strategies to enhance your business goals. In our industries of focus, we have networks of specialized experts we can access on behalf of our clients. Simply keeping up with “best practice” is not enough – we help you craft creative plans to get the most out of your business.
Clients trust us because we deliver our services with a thoughtful and thorough approach. We’re strong advocates for attention to detail and planning ahead of reporting deadlines for our clients. This allows us to make well-thought-out, trustworthy decisions. By transferring our knowledge to clients, we are able to help them make informed business decisions.
CBA License 6280
- California Mortgage Association
- California Mortgage Bankers Association
- Mortgage Bankers Association
Real Estate Sectors
- Residential Investment Real Estate
- Commercial Real Estate
- Private Mortgage Lending
- Private Mortgage Lenders
- Note Investors
Beeta has over 13 years of accounting experience. She leads the private equity tax practice and provides strategic tax and compliance guidance to our business clients. Prior to joining Spiegel in 2012, Beeta worked for Armanino, LLP, where she specialized in private lender funds and worked with small-to-medium-sized businesses. Beeta earned her B.S. degree in Business Management Economics from the University of California, Santa Cruz. She is a licensed California CPA and is a member of both the American Institute of CPAs and the California Society of CPAs. She is an active member of the Board of Directors for Grid Bright and was recognized as Mortgage Professional Association’s Elite Women of 2017 for her leadership and expertise in the mortgage banking space.
Principal & Founder
Jeff Spiegel’s dynamic career as a Certified Public Accountant began to escalate when he established his own boutique firm in 1990. Spiegel Accountancy Corp is a full-service CPA firm with a particular focus in the mortgage banking and private equity lending and real estate industries. Jeff developed a team of seasoned leaders who are dedicated to providing exceptional service, while actively partnering with clients to develop forward-thinking solutions for their businesses. Relationships are key with Spiegel. Clients trust them to be detailed and thorough in their approach and offer informed business decisions. Due to his vast experience, Jeff is often sought out for speaking engagements, industry webinars, and providing relevant content for national publications. While he stays actively involved in the private lending and mortgage banking industries, outside the work arena, you will likely find Jeff in the crowd at a Golden State Warrior’s game or traveling the globe. Jeff is a member of the American Institute of CPAs and the California Society of CPAs. He received his BS degree from the University of Arizona and is a Certified Public Accountant in the states of California, Colorado, Connecticut, Oregon, Nevada, Texas, Washington, and Washington DC. He is actively involved in professional organizations related to specific industries such as the Mortgage Bankers Association, California Mortgage Bankers Association, and the California Mortgage Association.
Henry Chavez serves as a strategic resource for growing organizations, guiding their development and success. A seasoned public accountant, Henry provides assurance and business consulting services to privately held businesses in the financial services, manufacturing and distribution, technology, and non-profit sectors. Before joining Spiegel Accountancy Corp, Henry spent 15 years at PricewaterhouseCoopers (PwC), where he provided assurance services as a senior manager, working with international clients in banking and manufacturing and distribution. His PwC experience included several years in South America working with various European and North American multi-national firms. Henry holds a B.A. from the University of California, Santa Cruz and an MBA from the University of California, Irvine. He is a licensed California CPA and a member of the American Institute of CPAs and the California Society of CPAs. Henry also serves on committees for the California Mortgage Bankers Association, acted as a speaker for the California Mortgage Bankers Association, and provides training courses on financial accounting and reporting issues to the mortgage industry. Henry’s hobbies include cooking, reading, exercising, and spending time with his family – his mother, grandmother, two sons and daughter.
Jeff and his Team at Spiegel Accountancy Corp. have the expertise and comprehensive knowledge of the mortgage industry which is necessary in successfully navigating our highly regulated industry; they go above and beyond the average accounting firm and consistently go the extra mile to get the job done right.
Mark C. Tribuna, CFO, Venta Financial Group, Inc.
Bank of America Merril Lynch originally recommended our company to Spiegel Accountancy Corp. We added them to the list and after our thorough vetting process of 6 CPA firms, they clearly won. Spiegel beat the competition in all areas of comparability and has proven to be a key component towards our success. Our Banks and Capital Markets partners highly respect their audit and attestation and I am honored to be given the opportunity to recommend them.