Heather has specialized in the real estate industry since 2002. During that time, she has prepared and/or reviewed tax returns for limited liability companies, partnerships, corporations, and not-for-profit entities owning various real estate developments. She has prepared and reviewed numerous cost certifications required by various state agencies for utilization of LIHTC. Heather is very experienced with partnership tax returns that adhere to Rental Real Estate and LIHTC. Heather’s portfolio of clients includes approximately 500 tax return engagements, which have filing requirements in over 20 states. These engagements include IRC Section 42 credits, real estate ventures and development, corporate, and individual returns.
Heather’s duties include overseeing all aspects of the tax return and any Internal Revenue Service audits. She is responsible for ensuring that accurate returns are prepared, in-line with investor projections, and that all compliance deadlines are met. She oversees staff in the assurance that financial statement data is accurately reported in the tax returns. Additionally, Heather assists her clients with Low Income Housing Tax Credit compliance issues, such as first year credit analysis, 8823 compliance issues and 15 year credit calculations. She also provides a resource for the client concerning acquisition and rehabilitation strategies and tax treatment of various transactions.
Heather serves as DOZ’s Tax Director, responsible for overseeing the tax department, including quality control and staffing on all tax engagements.