CPA Services for Private Mortgage Lending

Navigating private lending 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, as well as the timely reporting of investor K-1s, there is also a growing concern about the impact of increased regulation and documentation standards.

Our firm has more than 20 years of experience working with private lenders who manage everything from start-up funds to funds worth more than $500 million. However, our real value comes from our ability to strategize with fund 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 experts in the private lending industry. Our staff is actively involved with multiple industry associations and consistently works alongside them to assist in resolving issues that impact private lenders.

Our services for lenders include:

  • Structure and formation
  • Audit, reviewed, or compiled financial statements
  • Real estate owned analysis, accounting, and related tax impact
  • Discounted note purchase analysis, accounting, and related tax impact
  • Investor suitability
  • Unrelated Business Taxable Income (UBTI)
  • Licensing requirements
  • Tax reporting requirements for out-of-state investors
  • Threshold reporting requirements

CPA Services for Real Estate Investing

Real estate owners, developers, and investors face many challenges.
Managing financial and operational risks are becoming increasingly difficult with the ever-changing environmental and regulatory requirements. Real estate accounting is a valuable tool to help investors manage their business efficiently to ensure profitability and long-term success.

Our thorough understanding of the issues facing the real estate industry, combined with our many years of experience working in the commercial and residential real estate sectors, makes us uniquely qualified to help clients effectively manage risk and improve their bottom line. Hiring a seasoned real estate accountant allows business owners and entrepreneurs to focus on daily, profit-making responsibilities while also having confidence in the accuracy of their financial records.

Our services for real estate investors include:

  • Entity creation, ownership, and dissolution strategies
  • Tax credits and incentives
  • Deferred gain strategies
  • Like-kind exchanges
  • Tax and accounting outsourcing
  • Internal control reviews
  • Audits, reviews, and compilations for financing and bonding purposes
  • Cash flow projections
  • Special projects and reports

 

Debt & Equity Fund Administration

As a trusted CPA source for fund managers, Spiegel ensures clients’ financial reporting meets the highest standards. Using an industry expert niched in private lending allows the fund manager to ask the tough questions about accounting and tax impacts of loan loss reserves, delinquencies, foreclosures, and many other transactions.

Our staff is actively involved with industry associations and consistently collaborates with industry leaders to assist in resolving issues that impact private lenders. The Spiegel team frequently contributes content for industry publications and often participates in educational webinars.

Our services for fund managers include:

  • Structure and formation
  • Audited, reviewed, or compiled financial statements
  • Real Estate Owned analysis, accounting, and related tax impact
  • Discounted note purchase analysis, accounting, and related tax impact
  • Investor suitability
  • Unrelated Business Taxable Income (UBTI)
  • Licensing requirements
  • Tax reporting requirements for out-of-state investors
  • Threshold reporting requirements
  • Real estate investment trust (REIT) testing
  • Discount amortization

 

ACCOUNTING
Our accounting and bookkeeping services will free you up, allowing you the time to focus on your core business. Tap in to our expert accounting team to review your credit card and bank statements ensuring they are properly reflecting your operations. We will handle the day-to-day transaction entry and accounting reconciliations to provide you with timely financial reporting to help you make the best decisions. We’re with you at every stage as your business grows and scales.

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.

ASSURANCE SERVICES
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.

CONSULTING
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.

Spiegel Accountancy Corp Testimonials

Get In Touch

Spiegel Accountancy Corp pays us to be listed, so there is no fee to connect. Share your loan request, send a simple email, call, or visit their website.

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Spiegel Accountancy has experienced tremendous growth since its inception in 1991, largely due to our depth of experience and commitment to the businesses and industries that we serve. We place an emphasis on our practice areas and industry specializations so that our professional CPAs become true industry experts. We believe the best way to sustain the growth we’ve experienced is to maintain a foundation of high standards on which to build. Our team constantly strives to deepen our specialized services by keeping pace with industry trends, developments, and regulations.

We remain committed to exceptional service to mortgage lenders and private equity funds, small-to-medium sized businesses, and individuals, while offering professional guidance to help elevate business best practices. Our vast knowledge and experience contributes to our dedication to provide client education, training sessions and webinars on issues that directly impact mortgage lenders, private lenders, fund managers, and other industry sectors.

Our vision is to continue to grow by consistently enhancing our specialty practices and developing industry partnerships. The ultimate goal is to strengthen our stronghold and leadership position in the mortgage lending and private equity fund industries.

Mission, Vision & Values

What sets us apart from other accounting firms are the values that define us – being a partner that offers personalized, strategic, and innovative service to you. Our dedication to these principles has enabled our practice to grow along with our client partners.

The Spiegel Story

Jeff Spiegel began his enterprising career with some of the most renowned, nationally recognized accounting firms in the country, specializing in a full range of tax, accounting, and audit services. In 1991, fueled by his entrepreneurial spirit and equipped with his vast experience, Jeff left his corporate accounting position to form his own full-service, boutique firm. Today, Spiegel Accountancy is an established, well-respected accounting firm that offers a wide variety of services. The Spiegel team aspires to maintain a personal relationship with its clients to help their businesses grow and prosper.

License

CBA License 6280

Year Established

1991

Associations

  • National Private Lenders Association
  • American Association of Private Lenders
  • California Mortgage Association

Office Locations

2300 Contra Costa Boulevard, Suite 425, Pleasant Hill, California 94523

Services
  • Accounting for Lenders
  • Accounting for Investors
  • Tax Advisory
Real Estate Sectors
  • Residential Investment Real Estate
  • Commercial Real Estate
  • Private Mortgage Lending
Customer Types
  • Private Mortgage Lenders
  • Note Investors

Our Team

Beeta Lecha

Principal

Jeffrey Spiegel

Principal & Founder

Henry Chavez

Principal

Get In Touch

Spiegel Accountancy Corp pays us to be listed, so there is no fee to connect. Share your loan request, send a simple email, call, or visit their website.

Stay Informed About Private Lending

Receive our monthly newsletters with valuable insights and industry updates
subscribe-illustration

Contact Spiegel Accountancy Corp

Contact Spiegel Accountancy Corp by whichever method you choose. There is no fee for making contact, they pay us to be listed here. If you submit an email message, it will be sent to the company, and they will reply to you directly. A copy will be saved in our database.