Tax Escrow Management: Processing and tracking monthly tax payments to ensure timely submission to tax authorities.
Escrow Analysis: Reviewing and updating escrow accounts annually to adjust for changes in property taxes preventing shortages or surpluses.
1098 Tax Reporting: Ensuring accurate issuance of Form 1098 (Mortgage Interest Statement) to borrowers for tax deduction purposes.
Compliance & Reporting: Monitoring changes in tax laws and ensuring company compliance across different jurisdictions.
Client Support: Assisting with tax-related inquiries from borrowers and providing documentation for tax filing.
Property Tax Compliance: Managing property tax payments through escrow accounts and ensuring compliance with local state and federal tax laws.
Investor and Expat Services: Assisting with tax planning for real estate investors and helping expatriates navigate complex foreign or US tax issues related to property.
Self-Employed Borrower Support: Analyzing complex financial documentation such as tax returns to determine income for mortgage qualifications.
Tax Reporting: Issuing and reviewing IRS Form 1098 (Mortgage Interest Statement) for homeowners.
Tax Escrow Management: Processing and tracking monthly tax payments to ensure timely submission to tax authorities. Escrow Analysis: Reviewing and updating escrow accounts annually to adjust for changes in property taxes preventing shortages or surpluses. 1098 Tax Reporting: Ensuring accurate is...
Tax Escrow Management: Processing and tracking monthly tax payments to ensure timely submission to tax authorities.
Escrow Analysis: Reviewing and updating escrow accounts annually to adjust for changes in property taxes preventing shortages or surpluses.
1098 Tax Reporting: Ensuring accurate issuance of Form 1098 (Mortgage Interest Statement) to borrowers for tax deduction purposes.
Compliance & Reporting: Monitoring changes in tax laws and ensuring company compliance across different jurisdictions.
Client Support: Assisting with tax-related inquiries from borrowers and providing documentation for tax filing.
Property Tax Compliance: Managing property tax payments through escrow accounts and ensuring compliance with local state and federal tax laws.
Investor and Expat Services: Assisting with tax planning for real estate investors and helping expatriates navigate complex foreign or US tax issues related to property.
Self-Employed Borrower Support: Analyzing complex financial documentation such as tax returns to determine income for mortgage qualifications.
Tax Reporting: Issuing and reviewing IRS Form 1098 (Mortgage Interest Statement) for homeowners.