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*Some of these items predate Richey May’s restructuring to an alternative practice structure. Richey May is no longer a CPA firm. All Attest services are provided by Richey, May & Co., LLP. 

The Mortgage Executive’s Year-End Tax Checklist

The Mortgage Executive’s Year-End Tax Checklist

Oct 28, 2026 | 11-Minute Read

As year-end approaches, mortgage companies have a limited window to address tax planning opportunities, review payroll and accounting records, and complete elections or payments that may be required before the new tax year begins. For...

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