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Mortgage Banking

Pease Bell CPAs is a full-service CPA firm, serving the mortgage banking industry for over 25 years with privately-held lenders ranging in size from startups to some of the largest in the area. As a trusted partner, our expertise goes beyond regulatory compliance, providing you with the insight and resources necessary for success in this ever-changing industry. Pease Bell has a national footprint, access to vast network of indstury service providers, and is an active member of the Mortgage Bankers Association. Our team of mortgage banking experts expand across our Tax Advisory Services and Assurance Services departments. We thrive on providing unmatched client service, bolstered by a group of professionals with experience in various facets of the mortgage banking world, including:

ASSURANCE SERVICES
  • Audited FS
  • Agreed-upon Procedures
  • Bank Secrecy Act & Anti-Money
    Laundering Compliance Audits
  • Benefit Plan Audits
ACCOUNTING ASSISTANCE
  • Financial statement preparation
  • HUD LEAP Filing
  • Loan Loss Reserve review & CECL Compliance
  • Lease Schedule Maintenance & ASC 842 Compliance
  • Fractional CFO assistance
  • Internal control review
TAX SERVICES
  • Business and Individual Tax Return Compliance
  • Entity Selection
  • Other Tax Service that is Mortgage-Specific
CONSULTING SERVICES
  • Cybersecurity Risk Assessments / SOC Audits
  • M&A Due Diligence and Search
  • Business Valuations

CONTACT US

Let us know how we can assist you and one of our team members will contact you.

Matt Wenger, CPA
(330)419-1160


If you are interested in learning more about Pease Bell CPAs please contact Matt Wenger, CPA, MSA at mwenger@peasebell.com.

MORTGAGE BANKING TEAM



  • Akron
  • 3501 Embassy Pkwy, #200
  • Akron, OH 44333
  • Fax - 216.348.9610
  • Phone - 330.666.4199
  • Cleveland
  • 1111 Superior Ave E, Suite 2500
  • Cleveland, OH 44114
  • Fax - 216.348.9610
  • Phone - 216.348.9600
  • New Jersey
  • 411 Boulevard Of The Americas Suite 503
  • Lakewood, NJ 0870
  • Fax - 216.348.9610
  • Phone - 216.348.9600

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