
Our team is headed by a CPA with over 35 years of experience in the real estate industry.
We can provide the client with the following services:
• Financial Planning – prepare project feasibility studies to determine the best alternative for the development of your project.
• Financing – using our relationships in the financial community, procure the necessary financing using joint ventures or debt instruments.
• Accounting and Reporting – prepare timely reports that are individually tailored to your needs. These include draw packages, monthly financial statements, and project budget reports.
• Income and Property Taxes – prepare income tax returns and review property tax assessments and file appeals when necessary.
• Risk Management – procure general liability, builders risk and completed operations insurance.
• Property Management – lease the property in accordance with the established rent roll, monitor the collection of the rents, and prepare variance reports of the rental operations.
