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Get started on your taxeswww.Driverstuwilliams.com,driverstuwilliams,lakewoodtaxagencyDRIVERS tu williams inc.

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Bookkeeping

Bookkeeping and Business Income Tax A. Recording Income x Deposits to checking accounts x Transfers to/from checking accounts x Deposits to payroll accounts x Transfers to/from payroll accounts x Deposits to savings accounts x Transfers to/from savings accounts B. Recording Expenses x Checks for vendors x Checks for contractor hires, employees x Checks for mortgages x Checks on auto loans x Credit card charges to vendors x Cash expenses to vendors x Interest expense on buildings x Interest expense on autos C. Record Payroll Expenses x Record wages and salary expense and direct labor from payroll register monthly x Record payroll tax expense from payroll register monthly D. Record Assets x Record building(s) x Record equipment x Record vehicles x Record land x Record depreciation E. Recording Liabilities x Record taxes payable x Record notes payable F. Recording Capital x Record capital or net worth x Record stock G. Close Monthly Books x Provide monthly balance sheet and income statement x Provide monthly general ledger H. Prepare Corporate and Partnership Income Tax Returns x Prepare Federal and California Corporation Income Tax Return (3/15/2009) x Prepare Individual Tax Return (Sole Proprietor) or Partnership Tax Return (4/15/2009)

Taxes "During the consultation with the client we will review with client all income and deductions. We will also estimate tax refund or tax liability."We prepare and electronically file the income tax return for the current tax year.We prepare and file income tax returns for not yet filed for prior tax years. We also amend prior year income tax returns.

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Page 1 FAST E-FILE 2011 INCOME TAX RETURNS FILING OR AMENDING PRIOR YEAR RETURNS Obtain Refunds For Up To Three (3) Years Amend Returns For Up To Four (4) Income Tax Years Eliminate IRS Debt, Garnishments, Levies File Returns For All Prior Years CPA IRS Representative Power Of Attorney For Client To Obtain Income and Tax Return Transcripts And To Communicate with IRS

Page 2 Fast E-File 2011 INCOME TAX SERVICE Extensive Interview To Maximize Refund Tax Records Electronically Stored Professional & Courteous Staff Year Round Availability For Income Tax Services Convenient Office Locations Notary Public Services

Your Tax Refund!

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Property Management

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C.

D. Maintenance

E. Repairs

F. Other Responsibilites

Page 1 Property ManagementBenefits of Investing In and Owning Apartment BuildingsOwning residential rental real estate in Southern California is a wise investment.Over time the rental income from the property can be increased through rent raises. The value of the property can also be increased through rent raises.The performance of rental properties in terms of rental income and value enhancement is maximized through effective management.Qualities of a Professional and Hands-On Property Manager- Protecting the Investment A good property manager will protect the investment property through maintaining and upgrading the apartment units, therefore improving the quality of the apartment building.Keeping the Apartment Building in Excellent Condition When the property is in excellent condition, it is very attractive to tenants. Well qualified and stable tenants will submit applications to rent apartments in excellent condition.Screening for the Best Tenants to Sign the Rental Agreement and Occupy Apartment Units All tenants must be screened for their rental, credit and criminal history. The rental application must be thorough to gain all necessary information.If a tenant is approved the rental agreement must be clear and thorough regarding all terms of renting the apartment.Providing Responsive Customer Service to Tenants Tenants should receive excellent customer service when reporting required repairs and emergencies.All repairs must be reported to the owner.Providing responsive service to tenants for repairs, before damage occurs to the property, also serves to keep the property in excellent condition.Protecting the Owner Rents should be collected on the first of the month and provided to the owner for payment of the mortgage and other bills.Late fees should be assessed and collected for late payment of rents.When a tenant is violating the rental agreement or when there are conflicts with a tenant, a thorough knowledge of owner and tenant rights is required to effectively coordinate evictions.

Page 2 Property Management A. Leasing Units Advertise rentalsAnswer phone inquiries about vacanciesShow vacant unitsAccept rental applications Run credit checks Select tenants Accept initial rents and deposits Negotiate rental leases Sign leases and sign property condition checklist Give required disclosure forms Offer residents optional upgrades and payment plans Other: Make property improvements to increase rents.

Page 3 B. Property Turnover Inspect unit upon tenant move-in Conduct anniversary meetings and send thank you letters Inspect unit upon tenant move-out Supervise general cleaning of unit upon tenant move-out Supervise cleaning of floors, carpets and rugs Paint walls, baseboards, ceilings, lights and built-in shelves Order the cleaning of kitchen cabinets, countertops, sinks, stove, oven and refrigerator Order the cleaning of bathtubs, showers, toilets and plumbing fixtures Order the repair of doors, windows, window coverings, and mini-blinds Other: the replacement of appliances.

C. C. Rent Collection Collect rents from on-site property manager. n/a Promote and establish auto draft and electronic payment accounts Sign and send rent receipts Maintain rent-collection records Collect late rents and charges Inform Owner of late rents Prepare late rent notices Serve late rent, pay or quit, and unlawful detainer notices Serve rent increase and tenancy termination notices Deposit rent collections in bank n/a Other:

D. Maintenance D. Maintenance Conduct monthly drive-by inspections Conduct semiannual interior inspections Provide monthly report of maintenance, repairs, and utility expenses to Owner Give rental violation notices when applicable Order the cleaning of hallways and entryways and other common areas Replace light bulbs in common areas Drain water heaters Order the cleaning of stairs, decks, patios, façades and sidewalks Order the cleaning of garage oils on pavement Lawn care, trim bushes and rake leaves Order the cleaning of garbage and debris on grounds Arranging for snow removal Other: Make recommendations for property improvements to increase the value of the property.

E. Repairs E. Repairs (we will accept the following) Accept tenant complaints and repair requests Inform Owner of maintenance and repair needs Categorize and maintain written log of tenant complaints Plumbing stoppages Garbage disposal stoppages/repairs Faucet leaks/washer replacement Toilet repairs Stove burners/hinges/knobs repair or replacement Appliance repair Light switch and outlet repair/replacement Heater thermostat repair Window repair/replacement Painter (interior/exterior) Key replacement Handle all other routine maintenance and repairs Coordinate repairs with contractors if needed (with owner approval for jobs more than $250) Other: landscaping

F. Other Responsibilites F. Other ResponsibilitiesWe have contractors on staff for additional services: remodeling, plumbing, painting etc. Provide his/her phone number to tenants as an emergency contact number. Within reason, Manager should be able to respond at any time to an emergency. Meet or call Owner weekly (or monthly) to consult on the job priorities and give updated reports on status of residents and management priorities. Submit weekly/monthly time sheets to Owner detailing activities, materials purchased and receipts. Manager will keep the following day(s) and times available for routine maintenance: Monday - Saturday. 9 AM to 6 PM. n/a Additional responsibilities: As specified V. Hours and ScheduleManager will be available to tenants between 9 a.m. and 6:00 p.m. on the following days: Monday - Saturday. Available all hours by appointment or for emergency.

Pre-Conultation Form

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CONTACT US Business OfficeCOMPANY CONTACT INFORMATION President: Kyle DriverVice President: Dr.Gwendolyn DriverAddress: 5150 Candlewood St. Suite 18 C & A Lakewood, CA 90712Office : 562-920-0055 E-Mail: Kyle_driverstuwilliams.com
CORPORATE OFFICE COMPANY CONTACT INFORMATION President: Kyle DriverVice President: Dr.Gwendolyn DriverAddress: 4713 E. Harvey Way Long Beach, CA 90808Telephone: 562.920.0058 Fax#: 562.920.0056 E-Mail: Kyle_driverstuwilliams.com

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ABOUT US Professional Financial Services CompanyDrivers, Tu, Williams (DTW) Inc. is a company with vision, dedication and foresight which provides bookkeeping, income tax and property management services. The company continuously consults with clients regarding beneficial tax planning strategies. The company focuses on utilizing all available income tax deductions and credits for all taxpayers.Drivers, Tu, Williams Professional Services:Income Tax Planning and Bookkeeping Services:• Corporations (Federal and State), Limited Liability Companies, Partnerships, Sole Proprietorship, Individuals• Certified Public Accountant (CPA)• All statesProperty Management Services:• Multi-unit apartments managed• Building upgrade services• Section 8• Rent Control• Single family homes• Certified Property ManagerBusiness Operations:The companys business services (below) were developed to maximize quality and customer satisfaction. • Build trust • Maintain a high quality of work • Adequate time is dedicated to each project• A staff that has been carefully selected by character, skill, and dedication• Managers consult with clients at the clients office, company office, telephone

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COMMERCIALS

CONTACT US

ABOUT US

COMMERCIALS

CONTACT US

ABOUT US

COMMERCIALS

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ABOUT US

COMMERCIALS

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COMMERCIALS

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