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Financial Services

Our extensive financial services allow property owners to focus on important acquisitions and investments, while we maintain the behind-the-scenes information. Our services encompass all day-to-day transactions, with a completely computer-automated data base and a user-friendly reporting format for owners. This allows investors to quickly review the high points and exceptions on reports, without getting bogged down in small details. Our financial expertise and management acumen give owners peace of mind, while they are assured that the daily business is well-managed.

We offer turn-key services including:

  • Collection of security deposits, rent and late fees from tenants, chargeable items to tenants, processing of deposits to multiple banks and up-to-date tenant ledgers.
  • Asset management including review of investment verses return on capital and offer advice for current market diversification of investment assets.
  • Up-to-the-minute, real-time cash reports, monthly financial reports, and annual financial statements for owners, lending institutions and potential investors.
  • Creation of bank accounts with various institutions with a variety of types of accounts and investment opportunities.
  • Working with national insurance companies thru purchasing, policy administration, payment and disaster claim processing.
  • Complete tax preparation and filings, including state franchise, state sales tax, federal partnerships, corporations and non profit agencies returns.

Contact:
Toby Haggard
(972) 422-4515
toby@haggardgroup.com

"Thirteen comfortable, satisfied years speak for themselves. Thanks to the Haggard Family, they are great landlords!"

Jim Carpenter, JCO Computer

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