I am a CPA/MBA with 15+ years of Commercial Real estate, Real Estate Development, Home building, Construction, Valuation, Portfolio Investment, Executive Level Accounting/Finance, and FPA experience. In addition, a Microsoft Excel and ARGUS Financial Modeling (i.e. NPV, CF, IRR, Cap Rates) Expert!
We also do TAXES! We can help with prep or filings for past tax years or current 2024.Help with IRS Disputes for
- Individuals (Form !040) - Enjoy helping entrepreneurs and startups!
- Corporate (Form 1120)
- Partnerships (Form 1165) including K-1s
- LLCs, and Sole Proprietors (Schedule C Income)
- Amended Returns (including multiple year 1040-x)
- Settling IRS Disputes
- Homeowner Associations (HOAs) - Form 1120-H
We also offer remote/In Person Accounting/Finance services including as Interim CFO/Controller, FPA/Accounting.
On Real Estate side, I can help with Financial Modeling, Tutoring, analyst type work such as acquisition due diligence and underwriting. Engagements/Projects can range in duration from a One hour to 6 months or longer.
SERVICES INCLUDE:
● Real Estate Consulting ● Financial Modeling (Microsoft Excel or ARGUS) ● Executive Level Finance and Accounting ● Underwriting ● Real Estate Development ● Acquisition ● Due Diligence ● Portfolio and Real Estate Transaction Management ● Highest and Best ● Entitlement ● Project Financing ● Valuation ● Debt/Equity Water Fall Analysis ● Budget/Forecasting ● Construction Cost Analysis ● Market Analysis ● Tax Planning ● Financial Reporting ● Asset/Property Management including CAM Reconciliation, YARDI setup ● Visual Lease ● FPA -Budgeting/Forecasting, Monthly/Quarterly Reporting ● Investor Deck ● Business Valuation ● Excel Projects (Business non-real estate/Real Estate) ● Banking ● Contract Negotiations (LOIs & Purchase Agreements) ● Mentoring/Career Development/Tutoring ● Arbitration ● Tax prep and filings including for Homeowner Associations (HOAs) Tax Form 1120-H ● Property Tax Appeals (Commercial or residential)
EXPERIENCE WITH FOLLOWING TYPE OF PROPERTIES:
● Multi-family ● Office ● Hotel/Hospitality ● Retail ● Home building ● Land Development ● Renewable Energy (Biogas/Solar) ● Industrial ● Banking
CURRENT/PREVIOUS CLIENT TYPES: I work with Real Estate and Non-Real Estate Clients
● Developers, ● Construction Contractors, ● Entrepreneurs, ● REITs, ● Institutional Commercial Real Estate and ● Asset/Property Management ● Financial Institutions and Banking ● Start-ups ● Fin Tech ● SaaS Software ● Automotive ● Renewable Energy
EDUCATION:
- Masters Degree in Real Estate Development (WP Carey Business – Arizona State Univ)
- Masters Degree in Accounting (Leeds Business – Univ of Colorado-Boulder)
- Bachelors of Science in Finance (Leeds Business – Univ of Colorado-Boulder)
LOCATION:
I split my time between Palm Springs/LA and Austin, TX. We can either meet IN PERSON or REMOTETLY/ONLINE, I have lived in LA off/on since 2007. I have strong real estate market expertise and network in the Southern California market.
• First 1-hour FREE consultation for new clients - My rate is based on a negotiated contract hourly rate or project basis depending on the scope of work.
• Will be able to provide excellent References, Letter of Recommendations, Portfolio Summary, and LinkedIn profile.
• Provide current Valid Professional Insurance including Errors and Omissions Insurance.
• Will submit to full background check.
Serious Inquiries ONLY Please, No spams or Scams. I look forward to speaking with you!