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Jeff Jerdin, CPA

Fallbrook Credit Finance
Investment Banking

Contact Information:

26610 Agoura Rd, Suite 120
Calabasas, CA 91302
United States

Years in Business:

 

20

Clients I'm Seeking:

 

I can help companies or individuals that pay state income tax

About My Business:

 

My specialty is providing corporations and individuals with transferable state tax credits at a discount. I work with tax credit generators (i.e. film studios, real estate developers, energy companies) that do not have sufficient tax liability to utilize the tax credits that they generate. We help them sell their tax credits to corporations and individuals if the tax credit program allows for the tax credits to be transferred. Over the past 30 years Fallbrook has helped structure and place over $3 billion of tax credit investments and our client base consists of many Fortune 500 companies, including several large retailers, financial institutions and insurance companies. If you, or your clients are paying state or federal tax, I should be able to help you save money.

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