“I can't tell which property makes money.”
Rent comes in net of fees and repairs, all through one account.
Bookkeeping and tax prep for rental property investors.
QuickBooks Online books kept by property and by LLC, basis tracked from your closing statements, and Schedule E and partnership returns prepared from books we already know. 100% remote, for investors across the US.
We're 100% remote - all work is done online, by phone, and by video. We don't offer in-person office visits.
QuickBooks ProAdvisor · IRS PTIN holder · Authorized IRS e-file Provider · Insured
Sound familiar?
“My closing statements are in a drawer.”
Basis and depreciation get pieced together at tax time.
“Was that a repair or an improvement?”
Rehab receipts pile up unsorted until April.
“Three LLCs, one set of books (or none).”
Partnership returns turn into a scramble.
“Deposits, advance rent, hard-money draws - where does it all go?”
The books don't match the bank.
What we do for investors
Monthly bookkeeping by property and LLC
QuickBooks Online with each property tracked separately, one set of books per entity, property manager statements booked in full, and every account reconciled monthly.
Catch-up and cleanup
Months or years of rental books brought current, then kept current.
Basis and depreciation records
How we keep the books: every closing statement is booked line by line - price, acquisition costs, loan costs and prorations - so each property's basis is right from day one.
Schedule E and personal returns
Rental income and expenses reported from books we already keep.
Partnership returns
Form 1065 and K-1s for multi-member LLCs, with each partner's capital tracked through the year.
Payroll through Gusto
For investors with on-site staff. Gusto pays your team and files payroll taxes; we set it up, review each run and tie it to your books.
How it works
01
Free 15-minute fit call.
Tell us about your properties, your entities and where the books stand.
02
Send your documents, get a written quote.
Closing statements, bank and loan statements, leases or rent roll. We quote a fixed monthly fee, plus any catch-up, before we start.
03
Books kept current, return prepared from them.
Monthly closes all year, and your return built from books we already know.
Straightforward pricing, by door count
1–5 doors
$300/month
6–15 doors
$550/month
16–30 doors
$850/month
31+ doors
from $1,200/month, quoted
Includes one entity, up to 3 bank and card accounts, every mortgage, property manager statements, monthly reconciliation and a P&L by property. Each additional LLC is $100/month; each short-term rental counts as 2 doors.
One-time setup: $75 per property to book your closing statement and build its basis record.
Schedule E and partnership returns quoted per property count.
Catch-up work quoted after a quick look at your records.
Every quote is in writing before work starts. No hourly billing.
What our clients say.
★★★★★“Went in for a few questions, came out a client. Shane walked me through everything he was doing for my recent start up with a rental property. Straightforward and respectful.”
★★★★★“Shane's been great. Took over my bookkeeping, cleaned up a couple of years of mess, and made quarterly taxes a non-event. Easy to reach, explains things in plain English.”
★★★★★“Shane handled my business return and actually explained what he was doing and why. No surprises, no last minute scramble. Highly recommend Evergreen!”
Questions
Do you work with investors outside New York?
Yes. We're 100% remote and work by phone, video and online. We've filed returns in 20 states. Tell us where your properties are on the fit call and we'll confirm we can handle each state.
Do I need to be on QuickBooks Online?
We keep investor books in QuickBooks Online. Tracking each property separately uses class tracking, which needs QuickBooks Online Plus or Advanced. If you're on a spreadsheet or another tool now, we'll set up QuickBooks Online and bring your history over as part of a catch-up.
How is pricing set?
Monthly bookkeeping is priced by door count: $300 a month for 1–5 doors, $550 for 6–15, $850 for 16–30, and a written quote from $1,200 above that. That covers one entity and up to 3 bank and card accounts; each additional LLC is $100 a month. Schedule E returns are quoted per property count. Partnership returns and catch-up work are quoted after a quick look at your records. Every quote is in writing before work starts.
What do you need from me to get started?
Closing statements for each property, bank and credit card statements, loan statements, your rent roll or leases, property manager statements if you use one, and last year's return with its depreciation schedule.
Can you help with cost segregation, a 1031 exchange or setting up an LLC?
No. Those need a cost segregation firm, a qualified intermediary or an attorney. We'll work alongside them and keep the books so everything is recorded correctly.
Who does the work, and what are the credentials?
Shane Panas does the work himself. He's a bookkeeper, an IRS PTIN tax preparer and a QuickBooks ProAdvisor. We keep books and prepare returns; we don't represent clients before the IRS.
Are you a CPA?
No. Shane is a PTIN tax preparer and QuickBooks ProAdvisor, not a CPA. For most rental investors, the job is books kept by property and an accurate Schedule E or partnership return, and that is exactly what we do. If you need an audit, IRS representation or a cost segregation study, we'll tell you on the first call and point you to the right professional.