Services
Escrow Company
Compliance Services
Marketing audit and compliance for California-licensed escrow companies under DRE and DFPI regulations. Over 50 years serving Southern California.
50+
Years of experience
DRE & DFPI
Regulation specialists
CA licensed
Escrow company focus
What we do
Marketing audit
Review all advertising materials for DRE compliance
DFPI compliance
Ongoing regulatory monitoring and reporting
License review
Annual license renewal support and documentation
Trust accounting
Audit and reconciliation of escrow trust accounts
Staff training
Compliance training programs for escrow officers
Examination prep
Prepare for DRE examinations and on-site reviews
Why Lan & Song CPAs
Lan & Song CPAs has been serving California escrow companies since 1973. Our team understands the unique regulatory environment that escrow companies operate in, including the strict requirements imposed by both the Department of Real Estate (DRE) and the Department of Financial Protection and Innovation (DFPI).
We provide proactive compliance support — not just reactive fixes — helping your escrow company stay ahead of regulatory changes and avoid costly penalties.
Ready to get started?
Contact us for a free initial consultation.