Updated about 11 years ago on .
California BRE TAR Reporting
As a private lender/broker, we are required to complete a CA Trust Account Report (TAR)each year for the BRE. The report seems to be something that is problematic for accountants (BRE dictates that an accountant must complete this for you each year) and expensive for us. We are a relatively small business and this report represents an inordinate problem.
Does anyone else have experience with this report and have any suggestions on how to get it completed at a reasonable cost and in a timely manner?