Private Office Available With Resources To Share

105 square foot, ground floor, limited handicapped access, Private Office for $700 per month available in active financial services firm. This is a great office for one person firm, limited clerical space is available. Office is freshly painted, weekly cleaning service and all utilities are included.

Our firm Complete Business Services provides bookkeeping, payroll, tax preparation, compliance services, mortgage financing, Investment planning, merchant account services. Visit our web site for a bit of a tour

We are seeking a compatible service professional to share office and support services. We have a low key, friendly neighborhood approach to our clients. Located on Divisadero Street with lots of medical and a busy Starbucks foot traffic. Easy to reach by public transit, four parking garages available for your clients. Street parking permit may be available for you to apply.

One Year Lease required

Tax Preparer, EA, CPA, Financial Advisor, Attorney ....

Services Included

     Front desk service, will greet and announce your clients.

     Waiting Area for clients and guests.

     Literature display area available

     Free incoming Fax Service

     Free outgoing local fax service, long distance is billed.

     Free Network access DSL. Requires computer equipped with network card.

     Scheduled use of Conference Room and any available audio visual equipment.

     Room is wired for multiple phone lines, Centrex Services is available.

     Improve your cash flow with shared use of credit card processing equipment, no machine purchase or supplies required. A merchant account is required, no set up fee, low rates, most cards including debit cards. Set up and programmed in five days or less.

     Office Network allows remote access to your computer or shared programs. You can work from home or remote location.

     Outgoing postage application, postage billed as used. Delivery Confirmation Service free for Priority Mail.

     Access to UPS, California Overnight and Fed Ex scheduled service. Usage is billed to your account or we bill you.


Optional Software

Full licensed tax software

     Use our current year tax software, Individual, Business, 990 and 5500, most states, form service, Efiling Federal and most states. Access to bank services, return proforma and organizer printing, all included for $11.00 per client. TaxWorks, with separate client directories, security features available, backup services provided. Software usage payment is capped at $1,650 per year. Efile processing fees, $1.00 per return, will apply after 150 returns are processed. Third party bank fees are billed as incurred. License to use business name and logo required, $100.00 annual fee. San Francisco fictitious name registration and Business Tax License required.

     Prior year software from 1986 is available at no charge. Training and local support not included. Limited free telephone support from software vendors.

     Networked tax software, Tax Tools, Tax Corresponder, CA Sales Tax.


Optional Services

Clerical Assistance

     Metered Copy Service at .05 per copy, sorts and staples

     Return assembly services including our branded folder and supplies, $6.00 each, FIFO assembly, rush service $4.00 each. Name License required.

     Return assembly services using your supplies and folders, $4.00 each, FIFO assembly, rush service $4.00 each.

     Resident Parking Permit available. City permit fees required.



Extra Revenue

Additional Income Opportunities for your practice

     Shared revenue for walk in clients, our signature and processing.

     Subcontracted tax processing of our overflow hourly rate, our signature and processing.

     Share Notary Clients, if desired

     Referral Fees for Mortgage and Merchant account services.

     Referral Fees for Bookkeeping and Payroll Service, non-compete agreement to protect your tax preparation fees. Custom reports for easy tax preparation.

     QuickBooks consulting referrals. (We do not currently offer QuickBooks Services.)

     QuickBooks processing referrals and shared revenue assignments, from our current client or discovered as part of our aggressive marketing program.