Business Details
50+ Years
experience
Trusted Accounting & Tax Services for Affordable Housing Experts
At Otis Atwell, we have dedicated ourselves to providing exceptional accounting and tax services to individuals and businesses across Northern New England for over four decades. Our team of seasoned professionals brings unparalleled expertise in the affordable housing industry, particularly in the Low Income Housing Tax Credit program, where we have been instrumental since its inception. We pride ourselves on our responsiveness, ensuring that our clients receive timely and accurate financial guidance tailored to their unique needs. Our commitment to excellence is evident in our hands-on approach, with partners and senior staff actively involved in every project, offering continuity and deep industry knowledge. Clients trust us as strategic advisors, relying on our insights to navigate complex financial landscapes and achieve long-term success.With a focus on quality and ethics, we deliver audit, review, and compilation services that meet the highest standards of professionalism. Our extensive experience with government-assisted projects and compliance requirements positions us as leaders in serving public housing authorities and real estate entities. We maintain rigorous continuing professional education standards to ensure our team remains at the forefront of industry developments. By combining technical expertise with personalized service, we empower clients to make informed decisions and optimize their financial outcomes. Our legacy of trust and reliability continues to drive our mission to exceed expectations in every engagement.
Services
Accounting Services
Tax Preparation
Affordable Housing Consulting
Audit Services
Nonprofit Compliance
Details
- Year established: 1974
Highlights and features
- We offer 40+ years of specialized expertise in affordable housing accounting.
- Our team provides hands-on audit and tax services with senior-level involvement.
- We deliver continuity through dedicated engagement teams for consistent service.
- Our staff maintains rigorous continuing education standards for regulatory compliance.
- We serve over 1,000 government-assisted housing projects nationwide.
Services
Affordable Housing Audit
We provide comprehensive audit services for government-assisted housing projects, ensuring compliance with RD, HUD, and State Housing Finance Agency guidelines. Our team of experts delivers accurate financial reporting and regulatory adherence for over 1,000 projects annually. With senior-level staff involvement, we maintain continuity and deep industry knowledge to support clients throughout the project lifecycle.
Tax Credit Consulting
Our specialists offer strategic guidance for Low Income Housing Tax Credit program compliance, including deal structuring and exit strategies. With expertise dating to the program's inception, we prepare timely tax returns and documentation for syndicators and partner firms. Our team's ongoing education ensures up-to-date knowledge of evolving tax credit regulations and requirements.
Nonprofit Compliance
We deliver tailored audit and compliance services for nonprofit organizations, focusing on accurate financial reporting and regulatory adherence. Our A-133 compliance expertise ensures clients meet federal requirements while maintaining operational efficiency. Senior professionals provide hands-on support to address unique nonprofit financial challenges.
Real Estate Tax Services
Our tax professionals specialize in real estate entity taxation, offering strategic planning and compliance solutions. We handle complex tax issues for affordable housing developments and commercial properties, ensuring alignment with federal and state regulations. Clients benefit from our decades of experience in maximizing tax efficiency for real estate portfolios.
Government Audits
We conduct thorough audits for public housing authorities and government-funded projects, adhering to Government Auditing Standards. Our team's extensive experience with Yellow Book requirements ensures rigorous compliance assessments. We provide actionable insights to improve financial management and regulatory adherence for public sector clients.
People
Kelly Caron
Senior Manager
Kelly Caron leads complex audit engagements with over 20 years of experience in affordable housing compliance and tax credit programs.
Tyler Truman
CPA
Tyler Truman specializes in nonprofit accounting and government audits, ensuring compliance with federal and state regulations for housing projects.
Katelyn Pero
CPA
Katelyn Pero provides expert tax services for real estate entities, focusing on affordable housing developments and tax credit compliance.
Adam Davis
CPA
Adam Davis manages audit engagements for public housing authorities, maintaining strict adherence to Government Auditing Standards and Yellow Book requirements.
Heidi Doucette
CPA
Heidi Doucette specializes in nonprofit compliance and A-133 audits, delivering strategic financial guidance to organizations across Northern New England.
Questions
What industries do you specialize in?
We specialize in affordable housing, real estate, and nonprofit organizations, with deep expertise in Low Income Housing Tax Credit programs.
How long have you served the housing industry?
We've provided housing-related accounting services since 1974, maintaining continuous involvement with tax credit programs since inception.
What geographic areas do you serve?
We serve clients throughout Northern New England, including Maine, New Hampshire, and Vermont, with nationwide project experience.
What sets your audit team apart?
Our team combines senior-level expertise with continuity, ensuring experienced professionals handle day-to-day work rather than junior staff.
Do you handle government compliance requirements?
Yes, we specialize in RD, HUD, and State Housing Finance Agency compliance, including A-133 audits and Yellow Book standards.
How do you ensure staff expertise?
Our professionals complete extensive continuing education, exceeding requirements for Government Auditing Standards and tax credit regulations.
