We have the knowledge and depth of experience
In addition to traditional tax and accounting work, Berger Lewis offers a variety of niche services to accommodate special circumstances. When you need advice that goes beyond the ordinary, let our forensic accountants, estate and trust advisors and valuation specialists put their expertise to work for you.
Affordable Housing Services
As part of its Real Estate Services Group, Berger Lewis provides a full range of services to the affordable housing industry. Our primary focus has been with nonprofit developers and property managers. Our services include:
Accounting and Auditing Services & Tax Services
- Annual financial statements
- Compliance audits under HUD and OMB A-133
- Consultation regarding budgets, cash flow and internal control
- Eligible basis audits for tax credit partnerships
- Cost certification audits required for HUD, HCD, CHFA and various local agencies
- Preparation of exempt organization, corporation and partnership tax returns
- Low-income housing tax credits: consulting regarding eligible basis, tax credit requirements and TCAC submission process
Our valuation experts have the experience, training and professional credentials to value your business interests. You can rely on our incisive analysis and professionalism in support of your negotiations with investors, buyers/sellers, the IRS or auditors. Our valuation services include stock option pricing (409A), family partnerships and tiered real estate holdings, buy-sell agreements and valuations for M&A and intangibles.
Whether your need is for an expert witness or for a computation of damages or loss in a shareholder dispute, Berger Lewis is ready to work with you and your attorney. We are forensic experts in accounting and can assist in a range of matters, including divorce accounting, estate or shareholder disputes and the investigation of embezzlements.
Estates & Trusts
There are a myriad of decisions to be made when it comes to managing and transferring your wealth. The Berger Lewis team will answer your questions and discuss the various possibilities with you, then help you create a plan that ensures your wishes are respected and your legacy is implemented.
Stock Option Plan for Individuals
Be it a bear market or bull, Berger Lewis believes knowledge is power. Our option planning education sessions are designed to help you make informed decisions. From gifting of options to golden parachute calculations, we’ll help you make your investment work for you.