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HUD and LIHTC compliance, handled by people who have done it.

Compliance is where good affordable housing protects itself. Our experience spans both HUD programs and the Low Income Housing Tax Credit, so issues get caught and fixed long before an inspector or auditor ever sees them.

HUD compliance experience

We know what HUD looks for, because we live it.

Project based assistance and Section 8 properties carry their own rulebook, and the cost of getting it wrong is real. Our HUD compliance work covers the areas that matter most: eligibility and occupancy, annual and interim recertifications, income and rent calculations, EIV use, and inspection readiness under HUD standards.

We keep tenant files clean, keep certifications current, and keep management on top of the requirements that protect a property's funding and standing.

Audit ready, every file

HUD occupancy

Eligibility, household composition, income and rent calculations, and occupancy standards under HUD program rules.

Recertifications & EIV

Annual and interim recertifications kept on schedule, with proper EIV use and clean supporting documentation.

Inspection readiness

Preparation for physical inspections and file reviews, so properties are ready before the inspector arrives.

LIHTC compliance, step by step

Three reviews that carry a file from application to audit ready.

For tax credit properties, each review builds on the one before it. Start with pre approval as units lease up, move into final compliance once leases are executed, and use post review to keep your procedures sharp year over year.

Pre Approval Review

Pending move in files reviewed for LIHTC eligibility so households are cleared before they sign. The first review plus two corrected resubmissions are included while we work to establish eligibility.

Eligibility focusCorrections included

Turnaround: 2 business days per file
Fee: Quoted per property

Final Compliance Review

A comprehensive review after move in, once leases and certifications are executed. We confirm every form is complete and signed, verify nothing has expired, and update the record with unit, rent, and move in date.

Full file auditInvestor ready report

Turnaround: 10 business days
Fee: Quoted per property

Post Review & Annual Audits

An early read on initial qualifying tenants with a risk rating on each file, plus a yearly sampling to confirm strong compliance practices stay in place across your team.

Risk rating 0 to 3Annual sampling

Turnaround: 10 business days
Fee: Quoted per property

What every review covers

A complete look at each file.

We apply HUD and IRS guidelines, state agency requirements, and industry best practices to confirm a household qualifies and a file will hold up. Every review includes the items below.

Appropriate rent and income limits
Utility allowance as provided
Household members defined
Set aside limits as provided
Third party verification forms
Tenant affidavit forms as needed
Tax returns, bank statements, pay stubs
Completion of all required forms
Computation of income and assets
Correct income limit and maximum rent
Certification effective date
Household student status
Appropriate lease terms
Required signatures
IRS and state LIHTC protocol
HUD occupancy and recertification rules
Review for gross rent violations
Additional subsidy requirements such as HOME
Unit mix and set aside requirements
Inspection and physical condition readiness

Need files audit ready?

Let us review before the agency does.

Whether you are leasing up, preparing for an inspection, or just want a second set of expert eyes on your files, we can help.

Request a review Email Tonya Ford