Business Details
20 Years
experience
Your Trusted CPA Partner in Bellevue, WA
Loveridge Hunt is a Washington State-based CPA firm with over four decades of collective experience serving clients nationwide. Our team specializes in auditing, accounting, tax preparation, and consulting for affordable housing developers, builders, syndicators, investors, nonprofits, and housing authorities. We prioritize qualified professionals with diverse backgrounds in housing, banking, assisted living, and insurance to deliver tailored solutions. Our paperless office leverages technology for efficiency, utilizing client portals and electronic documents to streamline processes. We maintain engagement teams with 3-5 years of portfolio continuity, ensuring cost-effective audits and consistent client relationships. Accessibility is central to our approach, with services delivered directly at client locations to enhance communication and address issues proactively.Our commitment to continuous training keeps our staff aligned with industry changes, while affiliations with organizations like the AICPA and Affordable Housing Association of CPAs reinforce our expertise. We serve as trusted advisors to over 400 syndicated partnerships and 40 nonprofit organizations, including housing authorities and advocacy groups. Our success in navigating low-income housing tax credit regulations since 1986 has supported thousands of project developments. Rooted in Bellevue, WA, we combine local insight with national reach to meet the evolving needs of our clients.
Services
Audit & Attestation
Tax Preparation
Nonprofit Audits
Affordable Housing Consulting
Cost Certifications
HUD Compliance
Tax Credit Advisory
Details
- Year established: 2006
Highlights and features
- We offer 40+ years of experience in affordable housing and nonprofit accounting.
- Our team maintains 3-5 year engagement continuity for consistent service.
- We operate a paperless office to enhance efficiency and sustainability.
- Our professionals hold certifications in specialized tax credit programs.
- We provide on-site services to improve client communication and responsiveness.
Associations and certifications
- American Institute of Certified Public Accountants
- Washington State Certified Public Accountants
- Affordable Housing Association of Certified Public Accountants
Services
Audit & Attestation
We provide comprehensive audit and attestation services for affordable housing partnerships, nonprofits, and housing authorities. Our team performs annual audits, agreed-upon procedures, and compliance reviews to meet regulatory requirements. With expertise in HUD, Rural Development, and Section 42 tax credit programs, we ensure accurate reporting and regulatory alignment.
Tax Preparation
Our tax services include preparation and planning for individuals, corporations, and partnerships. We specialize in low-income housing tax credits, nonprofit exemptions, and multi-state filings. Our team stays current with evolving tax laws to optimize client compliance and financial outcomes.
Affordable Housing Consulting
We offer consulting for affordable housing developers on tax credit compliance, entity structuring, and investor relations. Our services include cost certifications, carryover allocations, and year 15 exit strategies. This expertise supports successful project financing and regulatory adherence.
Nonprofit Audits
We conduct audits for nonprofit organizations under A-133 standards and provide specialized accounting support. Our services address grant compliance, financial reporting, and regulatory requirements tailored to housing-focused and community service nonprofits.
Cost Certifications
We perform cost certifications for tax credit, HUD, and historic preservation projects. Our team verifies construction costs, compliance with funding requirements, and eligibility for tax incentives. This ensures developers meet regulatory standards for financing approval.
People
Craig Lisko
Member-In-Charge Tax
With over 20 years at Loveridge Hunt, Craig specializes in tax services for housing developers and investors. He focuses on multi-state compliance and tax credit optimization.
Ronald Fechtner
Audit and Attest Group
Ron manages audit portfolios for major affordable housing developers and housing authorities. He brings extensive experience in regulatory compliance and financial reporting.
Hani Morcos
Audit and Attest Group
Hani oversees audits for housing, government, and nonprofit clients. His expertise includes HUD compliance and complex financial structuring for multifamily properties.
Craig T. Leong
Tax Manager
Craig leads tax planning and preparation services, specializing in multi-state tax strategies for real estate and nonprofit organizations.
Questions
What industries do you specialize in?
We focus on affordable housing, nonprofits, real estate, and related sectors including banking, insurance, and property management.
Do you serve clients outside Washington State?
Yes, we work with clients nationwide, particularly in affordable housing and nonprofit sectors across the U.S.
How do you handle tax credit compliance?
We provide specialized compliance services for low-income housing tax credits, including cost certifications and investor reporting.
What sets your audit services apart?
Our team maintains long-term portfolio continuity and offers on-site services to ensure regulatory compliance and operational efficiency.
Can you assist with nonprofit accounting?
Yes, we offer audits, compliance reviews, and accounting support tailored to nonprofit organizations' unique needs.
