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: Verne Barry Place
Verne Barry Place is a creative example of building preservation and adaptation in Grand Rapids, Mich., designed to meet the needs of some of the area’s lowest-income residents. NEF invested $13.5 million on behalf of eight investors to fund this impressive "green" development.
The 116-unit supportive housing project, developed by Dwelling Place, Inc., features seven commercial spaces and serves homeless residents, including veterans.
View project profile.
NEF Project Portfolio >GO
Key Reporting Deadlines
November 30, 2009
Audit Engagement Letter
January 15, 2010
Waived Audit Documentation
February 15, 2010
Draft Financial Statements
Draft Tax Returns
February 28, 2010
Final 2009 Audit Report
Final 2009 Tax Return
Independence Letters
Analytical Review Support