FA
Foster & Allen AssociatesClient Portal
← Back to main site

Client Portal

Secure access for tenants, owners, and financial professionals.

๐Ÿ”‘ Landlord / OwnerProperties & statements
๐Ÿ“Š CPA / AccountantTax & financial reports
Demo preview: use access code OWNER2026 (landlord/owner) or CPA2026 (accountant). Tenants sign in through the Tenant Portal tile with their own property ID and access code.

Owner Dashboard ๐Ÿ”‘

Welcome back ยท As of
โš ๏ธ You're viewing sample data for demonstration. Your live portfolio appears here once your owner account is activated by our office.
Latest Net Disbursement
$2,857.50
Sent the 5th ยท direct deposit
Portfolio Occupancy
2 / 2
Both homes leased & current
Next Disbursement
5th
Statement posts the 3rd

My Properties

PropertyTenantLease EndsMonthly RentRent Status
๐Ÿ 1247 Seacrest Blvd, Unit BJ. RiveraAug 31, 2027$1,650.00
๐Ÿ 342 Palm Way, Unit AK. OseiJan 14, 2027$1,725.00
Lease renewal watch: we send our renewal recommendation with a market rent comparison 60โ€“90 days before each lease ends โ€” no action needed until then.

Monthly Statements & Disbursements

MonthGross RentExpensesMgmt FeeNet to YouStatement
Most recent$3,375.00-$180.00-$337.50$2,857.50
Prior month$3,375.00-$405.00-$337.50$2,632.50
Two months ago$3,375.00-$310.00-$337.50$2,727.50

Recent Maintenance Activity

DatePropertyIssueVendorCostStatus
Jul 14342 Palm WayA/C filter + tune-up (preventive)CoolAir HVAC$180.00
Jun 181247 Seacrest BlvdGarbage disposal replacementHandy Pros$405.00
May 9342 Palm WayKitchen faucet leakABC Plumbing$310.00
Our approval policy: repairs under your pre-authorized limit are handled immediately to protect the property; anything above it, we call you first. Emergency repairs are dispatched 24/7.

Rent Comp Calculator โ€” Anywhere in the U.S.

Estimate market rent for any neighborhood from local baselines, then verify against live Zillow & Redfin comps in one click.

Accountant Workspace ๐Ÿ“Š

Foster & Allen Associates ยท FY 2026 ยท As of
โš ๏ธ You're viewing sample data for demonstration. Live reports are published here by Foster & Allen Associates for engaged CPAs.
YTD Gross Rental Income
$34,650
3 properties
YTD Operating Expenses
$9,214
Maintenance, insurance, fees
YTD Net Operating Income
$25,436
73.4% margin

Financial Reports

ReportPeriodStatusDownload
Profit & Loss StatementJan โ€“ Jun 2026Ready
Rent RollCurrentReady
Expense LedgerJan โ€“ Jun 2026Ready
Owner Disbursement SummaryJan โ€“ Jun 2026Ready

Tax Documents

DocumentTax YearStatusDownload
Schedule E Summary (per property)2025Ready
1099-MISC Issued (vendor payments)2025Ready
Schedule E Summary2026Available Jan 2027โ€”