ServicesResident Income Verification
Resident Income Verification in Tamarac
Your Live Local exemption rests on the income files behind each set-aside unit. We review pay stubs, benefit letters and signatures line by line, do the math, and hand you a file for every unit that can stand up when the county or the state asks.
What resident income verification is for
Under the Live Local Act, a unit only counts toward your property tax exemption if the people living in it earn within the income limit for that unit. Saying so is not enough. You need proof on paper, unit by unit, that you checked.
That proof is the income file. It holds the resident's documents, the annual income worked out from them, the limit it was compared against, and a signed certification. We build those files, or fix the ones you already have, for owners in Tamarac and nearby cities like Coral Springs and Margate.
Most problems we find are small. A missing signature. A pay stub from the wrong month. An adult occupant left off the form. Small, but any one of them can knock a unit out of your count.
What we do on every file
- Rent roll match
- We line up your rent roll with the units you plan to claim. Unit numbers, resident names and lease dates have to agree across every document.
- Document review
- We check pay stubs, benefit statements, tax returns and bank records for dates, gaps and anything that does not add up. If two stubs are missing from a run, we say so.
- Annual income math
- We convert weekly, biweekly or irregular pay into a yearly figure and include asset income where it applies. You get the worksheet, not just the answer.
- Limit comparison
- Each resident's income is checked against the limit that matches the unit's set-aside level and the number of people living there, using the current published figures for Broward County.
- Signed certifications
- We prepare the certification for every adult in the unit to sign and date. We check that the signature dates fall where they should relative to the documents.
- A file you can find
- Every unit gets its own organized file, labeled the same way. When someone asks for unit 214, you can pull it in a minute.
Signs your income files need a closer look
Files built by different people
Turnover in the leasing office often means three people did files three different ways. Gaps show up where one person's habits ended.
Only one adult signed
If two adults live in the unit and only one signed, the file is incomplete. This is one of the most common problems we see.
Old pay stubs
Documents dated months before move-in may not reflect the resident's income when the lease started.
You are not sure which limit applied
Limits change each year and vary by family size and set-aside level. If nobody wrote down which table was used, the comparison is hard to defend.
A filing deadline is coming
Your FHFC certification and county DR-504AFH filing both lean on these files. Finding a weak file early leaves time to fix it.
How the work runs
- 1
A short call first
You tell us how many units you are claiming and where your files stand. We give you a free savings estimate and a plain idea of the work involved.
- 2
We review what you have
Your team sends the rent roll and existing files. We work from our office and go through every unit, then send back a list of what is complete, what is missing and what is wrong.
- 3
Your office collects the gaps
Your leasing staff gathers missing documents and signatures from residents. We stay available by phone and video to answer questions as they come up.
- 4
Final check and handoff
We recheck each corrected file, finish the income math and hand over the complete set. Those files then feed your Annual Recertification and exemption filings.
What moves the cost
The price depends on how many files we touch and how much work each one needs. A clean set of files takes far less time than a stack that was never checked. We give you the number by phone before any work starts.
- Number of set-aside units
- More units claimed means more files to build or review.
- Condition of current files
- Complete files with clear documents go quickly. Missing pages, unclear pay records or no certifications at all add time.
- Income complexity
- Residents with several jobs, self-employment, tips or assets take longer to annualize correctly than a single steady paycheck.
- One-time or recurring
- A single cleanup is priced differently than keeping files current through the year as part of Ongoing Compliance Support.
Questions about resident income verification
Something not covered here? (954) 982-6428
Do we have to verify every resident in the building?
No. Verification matters for the units you count toward the exemption. Market-rate units you are not claiming do not need these files. We help you confirm which units are in the count before we start.
What counts as income?
Wages, tips, self-employment earnings, Social Security, pensions, child support and similar regular payments usually count. Income from assets can count too. We work through each source and show you how we got the total.
Do you meet with residents?
No. We work from our office and by phone and video with your staff. Your leasing team collects documents and signatures from residents, and we review everything they send.
What if a resident's income goes up later?
It happens, and how it affects that unit depends on the current rules and the unit's set-aside level. We look at each case and tell you plainly where the unit stands. That is part of what we check during Annual Recertification.
Can you fix files someone else started?
Yes. Most of our work starts with files already in place. We keep what is good and point out exactly what needs to change.
Find the weak files before someone else does
Tell us how many units you are claiming and where your files stand. We will tell you what we see and what it takes to make them solid.