When tax season rolls around each year, do you find yourself spending too much time trying to manage your financial activity and not enough time selling homes? Your time is valuable! How would you like to have all of your business-related financial activity sent from your offices’ Lone Wolf Broker Management System so that you don’t have to enter it into other money management software yourself?
At Lone Wolf Real Estate Technologies, we are in the preliminary stages of designing a new program to do just that; manage all your financial activity in one place for you to make tax season a breeze. With integration to your offices’ Realty Management System, all you will have to do is enter your financial activity to monitor your personal accounting. This program will track your income and expenses and will allow you access to monitor your updated financial activity from any computer with an internet connection! With a planned affiliation with a professional tax preparation company, the click of a button will allow you to transmit your information to a tax professional to complete your income tax return!
What we need is your help. Your responses to the few short questions below will aid us greatly in designing a product that will work for you! As a thank you for completing the survey, your name will be entered into a draw to win an iPod Shuffle!
1) How do you currently keep track of your personal and business financial activity?
2) What are some of the challenges you encounter with keeping track of your personal and business finances right now? (Check all that apply)
3) If you use software to track your accounting, do you have to enter your sales activity and business activity manually, or can it be imported from another software program?
4) Do you prepare your tax return for yourself?
a. How long does it usually take you to prepare your tax return? 0 – 4 Hours 4 – 8 Hours 8 – 12 Hours 12 – 16 Hours 16+ Hours b. How do you complete and file your tax return? by hand; mail-in return tax preparation software; mail-in return tax preparation software; file electronically
a. How long does it usually take you to prepare your tax return?
b. How do you complete and file your tax return?
a. Who prepares them for you? Accountant Tax preparation company (i.e., H & R Block) Other Professional Tax Preparer Other (Please Specify): b. On average how much per year does having your tax return prepared for you cost? $1 – $100 $100 - $200 $200 – $300 $300 - $400 $400 - $500 $500+
a. Who prepares them for you?
b. On average how much per year does having your tax return prepared for you cost?
5) In order to manage your financial activity better throughout the year, would you consider using a web-based bookkeeping program that already has all of your commission earnings and office bills automatically entered leaving you with just having to enter your personal financial data?
6) How much would you be willing to spend monthly on a time-saving program like this (includes access to program support services and future program updates)?
7) Is there any particular feature(s) you would like to see included in an agent accounting program that you feel many agents would benefit from?