SC&H Group Launches Affordable Housing Real Estate Service, Welcoming 15 Specialists

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Updated on: March 29, 2024

Prominent team of Consultants and CPAs, including three senior leaders, will join SC&H Group’s established tax and audit practice groups.

SC&H Group, a leading management consulting, audit, and tax firm, announced that it is expanding its proficiency in affordable housing real estate, commercial real estate, and the construction services market with the addition of 15 tax and audit consultants and CPAs, including three senior leaders, who have deep industry specialization.

This group is nationally recognized for its expertise in the real estate and construction space and joined SC&H Group’s established tax and audit practice groups, respectively, effective October 23.

“SC&H Group is always seeking new ways to expand our expertise to meet client needs and reach new clients. The new team members will deepen our expertise in real estate and development tax issues and broaden our services to this industry,” said Ron Causey, CEO of SC&H Group.

Jeffrey M. Kleeman, one of the partners joining SC&H, brings 42 years of HUD audit experience and specializes in low-income housing tax credits, tax exempt bond financing, contractor’s and mortgagor’s cost certifications, HUD program compliance and commercial real estate accounting. Kleeman said he was impressed with SC&H Group’s commitment to encouraging an “entrepreneurial spirit” within the framework of a trusted, well-respected firm. He was also deeply impressed with SC&H Group’s commitment to client success.

Travis Daniel, another senior partner in the real estate group and a tax planning and compliance specialist, said the move will benefit both their clients and those of SC&H Group. “SC&H Group is a well-respected group, and a great fit. Not only with respect to the range of services it can offer, but in terms of company culture. This was important to both parties going in. We’re thrilled to be joining the SC&H Group family, and the real winners here are our clients.”

Andrea Hartman will lead the audit side of the affordable housing industry group. She brings to SC&H Group more than fifteen years of experience in providing assurance, consulting and accounting services to for-profit and nonprofit real estate owners and developers.

“My colleagues and I have admired and respected SC&H Group’s work for decades,” Hartman said. “The timing made sense to pursue a partnership and we are excited to share our expertise and resources.”

For more than 25 years, Deborah Norris has specialized in real estate development consulting. She brings both affordable housing and market-rate development expertise to the firm. Norris directs and oversees all the assurance and other deliverables required for projects financed using low-income housing tax credits, from investor projections to cost certifications to submission of the IRS form 8609.

Causey concurred and said: “These new team members are truly the top-tier experts in this specialty market. We’d been interested in strategically expanding our capabilities in the real estate space, but what mattered most to us at SC&H Group was how a new group would fit with our teams of experts. After spending time with this team and getting to know their vision and values, we knew we’d found the perfect fit. They are not only some of the best at what they do, they share our client-centered vision of success.”

About SC&H Group
SC&H Group is a nationally recognized management consulting, audit, and tax firm serving clients from rapidly growing private sector businesses to Fortune 500 companies with global brands. The firm’s strategic practices provide the leading-edge thinking and advice that transform our clients’ businesses and help them outpace the competition. We embrace the future and help clients prepare, innovate, and evolve their businesses in this complex and highly competitive world. For more than 25 years, SC&H Group has demonstrated its commitment to delivering powerful minds, passionate teams, and proven results on each and every engagement.


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