OUR SERVICES

We Offer a Range of
Services to Meet Your Needs

Company Creation & Structuring

Real estate brokerage services to help identify, evaluate, negotiate, and purchase investment properties.
Research comparable properties, rental rates, recent sales, and local market conditions to help determine whether a property is appropriately priced.
Keep the property's intended investment strategy in mind throughout the acquisition process, including considerations for long-term rental, cash flow, appreciation, and portfolio growth.

Keep your investment property finances organized with professional monthly bookkeeping and financial reporting.
Expenses, income and equity tracking
Profit and loss monthly statement
Assets recording and tracking
QuickBooks Online, Freshbooks, Xero, Patriot accounts setup

Professional preparation of your applicable tax returns at the end of the year, with a focus on accurately reporting your investment activity and available deductions.
Properly account for buildings, improvements, furniture, equipment, and other depreciable assets.
Tax Planning Review — Review the year's results and identify potential tax-planning opportunities for the following year.
Compliance Review — Help ensure required federal and applicable state tax filings are prepared accurately and timely.

Investment Goal Assessment — Establish your short- and long-term objectives
Investment Strategy Development — Develop a roadmap for acquiring and managing investment properties based on your financial goals, available capital, risk tolerance, and desired investment timeline.
Property Investment Planning — Evaluate how potential properties may fit into your overall investment strategy, including projected income, expenses, cash flow, financing, and long-term potential.
Cash Flow & Return Planning — Review projected rental income, operating expenses, financing costs, cash flow, and potential return on investment to help you understand the financial impact of an investment.

Property Eligibility Review — Determine whether your investment property may benefit from a cost segregation study based on the property type, acquisition date, improvements, and investment strategy.
Property Component Analysis — Review the building and its components to identify items that may qualify for shorter depreciation periods, such as certain electrical, plumbing, flooring, cabinetry, fixtures, landscaping, and other qualifying improvements.
Depreciation Strategy Review — Evaluate how accelerated depreciation may affect your overall tax position and investment strategy.
Tax Return Integration — Incorporate the results of the completed cost segregation study into the applicable tax filings and depreciation schedules.

Payroll Setup — Set up your company's payroll system, pay schedules, employees, compensation, and applicable payroll tax settings.
Employee & Contractor Setup — Assist with properly setting up employees and contractors in the accounting/payroll system and maintaining accurate payment records.
Payroll Processing — Process regular payroll based on your established pay schedule, including wages, salaries, bonuses, commissions, and other applicable compensation.
Payroll Tax Calculations — Calculate applicable federal, state, and local payroll taxes and withholdings.
Intuit Workforce, Gusto, Patriot

Routine Property Inspections — Regular visual inspections to identify potential maintenance issues, leaks, damage, safety concerns, or signs of unauthorized access.
Vacant Property Checks — Monitor vacant properties and provide updates on the property's condition.
Storm & Weather Checks — Inspect the property following significant storms or severe weather events.
Maintenance Issue Identification — Identify problems early before they become larger and more expensive repairs.
Vendor Coordination — Coordinate with contractors, repair companies, landscapers, and other service providers when maintenance is needed.
Tenant & Lease Coordination — Assistance with tenant communications, lease administration, and rental-related documentation.
Move-In & Move-Out Coordination — Coordinate property condition documentation and necessary turnover services.