Accountants
Project Financial and Tax Reporting Requirements
Timely and accurate financial reporting is critical to tax-credit financed housing. It helps ensure that projects are in
compliance with lender, investor and state and federal taxing authority requirements and helps guarantee that investors
receive the credits that have been purchased. By 
working together, we can meet the challenging reporting requirements
to the benefit of all parties involved.
We Are Here to Help
NEF, Inc. works closely with project sponsors, property managers and their CPAs to make the process as simple as possible. Certain standard audit and tax letters, work papers and schedules are available in an electronic format to help you efficiently and effectively comply with our mutual year-end reporting goals.
Questions?
If you have questions regarding the documents on the website or have any problems downloading or viewing them, please email the Year-End Reporting Department at yereporting@nefinc.org.
Featured Project: Seneca SRO
This $15 million project exemplifies both collaboration and creative financing that addresses a dire housing shortage in Buffalo, N.Y. Developed by two organizations with stellar track records -- DePaul Group and STEL -- in providing supportive housing for persons living with psychiatric disabilities and other special needs populations, the 75-unit Seneca SRO was built upon the former site of an asbestos-ridden bowling center, and it is one of the first projects to leverage tax credits and private debt with OMH funding.
View project profile.
NEF Project Portfolio >GO
Key Reporting Deadlines
Nov. 30, 2008
Audit and Tax Engagement Letter
Before Feb. 15, 2009
Draft Partnership Financial Statements and Tax Returns
for NEF, Inc. Review
Before Feb. 28, 2009
Independence Letters, Peer Reviews and Workpapers
FINAL Audited Financial
Statements with signed
opinion and Tax
Returns