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People make mistakes. That is why those that do detailed work need to have a second set of eyes to check for inevitable errors. It is critical that tax credit certifications be correct. That can be assured if the documents are reviewed by experienced people. We provide this service when your current monitoring procedure is non-existent, not working well or too expensive. Fax us your certifications with all the documents. We will review them and respond with either an approval or detailed comments on the problems within 48 hours (or less).
Two State agencies, the Michigan State Housing Development Authority (MSHDA) and the Nebraska Investment Finance Authority (NIFA), trust us to review Tax Credit files for them. Our founder also worked for the Missouri Housing Development Commission (MHDC) for 18 years. Our work with state agencies has given us a lot of insight into how they view Tax Credit files and how to avoid those dreaded 8823s.
Our service includes a monthly "120 day notice of units to be recertified" and the "annual occupancy report," customized for the state. We also track multiple set-asides, mixed use and 140% rule.
How would you like it if you never had to worry about the Tax Credit training or accuracy of site managers? The certification process can actually be moved off-site. The site staff takes applications and sends them to us with the necessary signed releases. We complete the certification processing and qualify the household (or not). We return the certification document(s) to the site to be signed. We perform the re-certifications and produce the annual occupancy report. Your site manager is a leasing and tenant service agent -
no need for a compliance department
Copyright 2012 Zeffert & Associates
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