Planning/Preparation That Is Customized To Your Needs:
– Monthly/Annual Operating Financial Statements
– Income Tax Returns – Federal and All States – Filed Electronically
– Document Review – Partnership Agreements/Operating Agreements/Financial Pro-formas, Business Plans/Preparation of Distribution Schedules to Partners/Members
– Oversee Property Managers – Review Internal Operating Statements and Expense
Allocations
– Consultations to Help Improve Your Bottom Line
– Your Own Personalized Portal Site for a Safe and Secure Place for Your Tax Returns/Documents
– More Than Just a Tax Preparer – I Help You Plan for the Future
– I practice in all states and with email, my secure network, and phone, I am just a phone call or email away
Management Reports Available
Click Here to Download All Management Reports
Other Statements
• Can be designed based on your individual needs and what you would like to see
All Statements
• Are designed with the exact same descriptions, line by line, for easy comparisons
Tax Returns
Prepare tax returns for all states, Federal and state returns filed electronically and sent to you through my secure network. All returns are completed and ready for filing within 15 days of receipt of all information in my office. I prepare all returns myself, I do not “farm out” the work, nor do I hire seasonal help!
Other Services
Consulting services include, but are not limited to: Review of Partnership agreements, LLC Operating agreements, Financing pro-formas, business plans, preparation of distribution schedules to partners/members, and review of your internal operating statements.
Fees
My fees are reasonable and fair. I customize my fees to suit your needs. For monthly statements, I also include the tax returns as part of the monthly fee, so you will know exactly what you pay each month and not get hit with a big bill at year-end. Great for cash flow planning!
See Below for Some of My Current Self-Storage Facility Customers
Lock It and Leave It Storage
Sioux Falls, SD
605.496.3964
San Rafael Self Storage
San Rafael, CA
415.453.2200
Anchor Storage
Reno, NV
775.851.3100