Accounting & Management  Advisory Services 

Auditing
I have provided accounting services or conducted annual audits for the following housing complexes under the guidelines and regulations of the Department of Housing and Urban Development (HUD) for mortgagors having HUD insured or Secretary held multi-family mortgages and the California Housing and Finance Agency.

Relevant Practice Experience. (Audits of Housing Complexes)

  • Martin Luther King/Marcus Garvey Square Coop. - San Francisco, CA 
  • Northridge Cooperative Apartments, Inc. - San Francisco, CA
  • Savo Island Cooperative Homes, Inc. - Berkeley, CA
  • John Muir Homes, Inc. Phases I & II (Coop) - Martinez, CA
  • Bethel Housing Corporation, Freedom West I & II - San Francisco, CA
  • Ponderosa Estate, Inc. (Coop) - Marin CA
  • Ammel Park Cooperative Homes, Inc. - San Francisco, CA
  • Friendship Village, Inc., Friendship I & II - San Francisco, CA
  • Univista Apartments - San Francisco, CA
  • Jackie Robinson Apartments - San Francisco, CA
  • Rose of Sharon Senior Homes, Inc. - Oakland, CA
  • Taylor Methodist Housing - Oakland, CA
  • Morh Housing - Oakland, CA
  • Posada De Colores Apartments - Oakland, CA
  • Lido Square Townhouses - Pittsburg, CA
  • Sojourner Truth Housing, Inc. - Oakland, CA
  • Banneker Homes, Inc. - San Francisco, CA
  • Westwood Apartments - Coalinga, CA
  • Wildwood Apartments - Porterville, CA
  • Orangewood Apartments - Lindsay, CA
  • Creekside Terrace Apartments - El Sobrante, CA
  • Las Casitas - Hayward, CA
  • Fellowship Manor of Bethel AME Church, Inc. - San Francisco, CA
  • Glen Eden Garden Homes Association, Inc. - Hayward, CA
  • St. Mary's Senior Housing, Inc. - Oakland, CA
  • Greater Emmanuel Housing Corporation - Oakland, CA
  • Sister Thea Bowman Manor, Inc. - Oakland, CA
  • Oak Center Homes, Inc. - Oakland, CA
  • Dorjil Housing I & II - San Barnardino, CA
  • Heron Court Cooperative, Inc. Redwood City, CA
  • Finley Square Cooperative - Los Angeles, CA
  • Allen Temple Housing and Economic Development Corp. - Oakland, CA
  • Florin Gardens - Sacramento, California 
Income & Information Tax Return Services

Preparation of income tax returns:
  • Corporation, partnership, individual
  • Federal, State, City

Income tax examinations Preparation of other tax returns payroll, sales, etc. 
Estates and trusts Tax opinions.
Accounting Services
  • Monthly and quarterly computerized bookkeeping Service.
  • Monthly, quarterly, and annual audit examinations for the purpose of rendering an opinion.
  • Compilation of financial statements
  • Review of financial statements
  • Analysis of accounting system
  • Analysis of proposed investments
  • Analysis of feasibility and applications
Book Keeping

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