Real Estate

Social Services and Housing Nonprofit CPA Services in Miami

HUD audits, Uniform Guidance, LIHTC, and fund accounting for Miami social services and housing organizations.

Social services and affordable-housing nonprofits sit at the intersection of federal, state, and foundation funding, each with its own reporting standard. HUD-funded agencies face a two-part audit under the HUD Consolidated Audit Guide plus Uniform Guidance Single Audit obligations. LIHTC properties need cost-certification audits. Fund accounting across dozens of grants keeps the finance team busy year-round. Levine CPA and Advisors serves Miami social services and housing organizations with the compliance depth these programs require.

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Our Experience
Our principals have advised Miami-area housing and social service organizations since 1984, through the growth of LIHTC, the shift in HUD funding priorities, and today's focus on wraparound service delivery. That perspective lets us support boards with historical and regulatory context.
What Miami Social Services and Housing Clients Need from a CPA
HUD Audits
Financial statement + compliance audit under HUD's guide.
Uniform Guidance / Single Audits
OMB 2 CFR 200 Subpart F engagements.
LIHTC Cost Certification
Low-Income Housing Tax Credit audits and reporting.
Tenant Eligibility & Occupancy Testing
HUD compliance testing on tenant eligibility, rent calculations, occupancy, and reserves per HUD Consolidated Audit Guide.
Fund Accounting
 Grant-by-grant tracking and allocation.
Form 990 & Nonprofit Filings
Federal information returns.
Payroll & Program Cost Allocation
 Program, administrative, and grant allocations.
Why Levine CPA and Advisors for Social Services and Housing
HUD Consolidated Audit Guide familiarity

Two-part HUD audits and reserve testing handled routinely.

LIHTC cost certification experience

Form 8609 documentation and cost cert audits handled at completion.

Fund accounting configured for grant-heavy operations

 Grant-by-grant and program-by-program tracking from onboarding.

Statements sized for HUD, funders, and boards

 Not raw output, but reporting tailored to each audience.

Schedule a consultation with your Miami Social Services and Housing CPA.

Call (305) 912-0085 or schedule a consultation with Levine CPA and Advisors.

Schedule a Consultation
1. Program & Funding Discovery
Review HUD contracts, LIHTC properties, grants, and prior audits.
2. HUD & LIHTC Baseline
 Confirm audit type, cost certification obligations, and reserve requirements.
3. Fund Accounting Setup
Grant-by-grant and program-by-program tracking configured.
4. Compliance Testing & Filings
Tenant eligibility, occupancy, and Single Audit procedures executed on schedule.
5. Board & Funder Advisory
HUD, funder, and board reporting on the schedule they require.
Common Social Services and Housing Client Situations We Handle
Affordable housing developers with LIHTC properties
Public housing authorities (PHAs)
HUD-funded social service agencies
Homeless services organizations
Who We Work With in Social Services and Housing
Levine CPA and Advisors supports a wide range of social services and housing clients across Miami and South Florida:
  • Public housing authorities (PHAs)
  • Affordable housing developers with LIHTC properties in Miami-Dade
  • HUD-funded social service agencies
  • Homeless services and shelter organizations
  • Community development corporations (CDCs)
  • Section 8 project-based rental assistance operators
  • Domestic violence and family crisis nonprofits
  • Refugee and immigrant services organizations serving Miami
Tax Strategies We Frequently Help Miami Social Services and Housing Clients Implement
  • LIHTC compliance and cost certification planning
  • HUD reserve requirement management
  • OMB Uniform Guidance / Single Audit preparation
  • Section 8 HAP (Housing Assistance Payments) accounting
  • Bond financing compliance and rebate calculations
  • Development fee income timing
  • Related-party transaction disclosures
  • State exemption applications for property
  • Grant match and cost-share tracking
  • Owner-partner allocations in LIHTC partnerships
Common Tax Mistakes We Help Miami Social Services and Housing Clients Avoid
  • LIHTC cost certification deadlines missed
  • HUD reserve requirements not monitored monthly
  • Section 8 HAP revenue timing errors
  • Tenant eligibility documentation gaps that trigger findings
  • OMB Uniform Guidance procedures skipped as federal spending grew
  • Related-party disclosures missing on partnership returns
  • Development fee income recognized in wrong period
  • Grant match and cost-share tracking too loose

What Our Clients Are Saying

Trusted by 500+ clients
5/5
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Isaac Orzechowitz

I have been using this firm since 2005 as my accountants and advisors on complex businesses and tax matters. Jack has also successfully represented me at a complicated IRS matter. Professional, Extremely knowledgeable, straight forward, and personalized attention is what you can expect. I continue to recommend them highly.

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Nathan Katz

Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

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Nick Dubow

I have been a client since 2004. There are too many things to write in the little space allocated. The attention to detail and his knowledge of the tax law which changes often is comforting and one less thing to worry about. The best thing about my experience with Jack is his quick response to my email or call.

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Jeff Marcus

Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.

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Michael Pereira

I have to tell everyone. Dont go anywhere else. I have done the shopping for you!. Jack and the entire organization did such a amazing job and truly went above and beyond!. He is extremely insightful and such a professional. From the initial phone call to our meeting in person, the pricing and the entire process was phenomenal. We operate a private bank and need only the top of the line infrastructures. I was in a time crunch and very stressed and they quickly were able to do such an amazing job.

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Yisroel Biberfeld

I am very happy with the work that Steven and his team produces. The service was quick, but completely thorough, and they were always available to answer any questions I had, and give guidance I needed in a very timely manner. I would definitely recommend them to anyone looking for tax services!
Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.
Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

FAQS

Frequently Asked Questions Answered

What triggers a HUD audit?
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Do you handle Form 990 for schools?
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Do you handle Uniform Guidance Single Audits?
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How do I get started?
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What triggers a HUD audit?
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What is LIHTC cost certification?
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Do you handle Uniform Guidance Single Audits?
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Can you help with tenant eligibility and occupancy testing?
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Where We Serve
We support Real Estate clients across Miami and South Florida:
Related Services
The services most commonly used by our Miami Real Estate clients:
Also Serving
Related industries we work with:

Meet Your CPA

A family-run firm led by Jack Levine, CPA and Steven Levine, CPA, serving Miami since 1984:

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Schedule a Consultation with Your Miami Social Services and Housing CPA

Levine CPA and Advisors has supported South Florida individuals, businesses, and organizations for more than 40 years. Call (305) 912-0085 or submit our contact form to schedule a consultation with a Miami social services and housing CPA today.

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