Services
Bond Refunding and Defeasance Verification
Frost CPA LLC provides bond refunding and verification services to Issuers nationwide. Working in conjunction with Public Finance Partners LLC, they have over 75 years of combined industry experience. Using customized models and a creative approach to financial modeling, Frost CPA LLC provides trusted verification services while also meeting the tightest deadlines for you and your clients. Alex has a demonstrated history of providing verification services nationwide with a sharp focus on diligence and accuracy. Alex has worked with many advisors, issuers, and underwriters nationwide. He understands the industry and what it takes to ensure successful closings. Frost CPA LLC will help you before, during, and after pricings to help verify the mathematical accuracy of your refunding calculations.
Commercial Loan Defeasance Verification
With Frost CPA LLC, you can trust your loan defeasance transaction will be thoroughly reviewed and verified by an independent CPA firm that specializes in these transactions. After serving as verification agent on thousands of transactions for other firms for 10 years, Alex now offers the same industry-leading verification services directly through Frost CPA LLC. Alex is undeniably one of the most qualified and specialized CPAs in the commercial loan defeasance industry, and brings with him a proven approach to every engagement. By leveraging resources from an industry stalwart in Public Finance Partners LLC, Alex provides premier verification services for defeasance transactions. His fresh perspective and problem solving skillset help achieve smooth closings on even the most complex transactions.
Arbitrage Rebate and Yield Restriction
Tax exempt bond financings require extensive post issuance compliance. Alleviate the burden by working with Frost CPA LLC on your rebate and yield restriction calculations.
With heightened investment rates, it's critical for issuers to stay mindful of their earnings limitations on tax exempt proceeds. Alex, along side Public Finance Partners LLC, will help you determine your rebate and yield restriction liabilities owed to help you budget accordingly. Get started with a free consultation today.
Tax Services
Utilize Frost CPA LLC to help with any tax obstacles you or your small business encounter. From tax planning to filing quarter and annual returns, rely on Frost CPA LLC to minimize your tax bill. Alex will provide solutions to every tax situation you encounter to give you comfort with your filings. Get started with a free consultation today.