Our Homeowner Association services include:

Homeowner's Association (HOA)

  • Annual financial statement reviews
  • Monthly bookkeeping
  • Budget preparation assistance
  • Income tax return preparation
  • Information Reporting preparation (1099s)

Our firm is a member of the Executive Council of Homeowners (ECHO) and Greg is active in the Accountants Resource Panel, a group of CPAs who perform services for homeowner associations and serve as an advisory group to the Board of Directors of ECHO.

As a member of ECHO and with over twenty years' experience performing Homeowner Association reviews, our firm specializes in the unique accounting and tax issues that associations have. We are qualified to assist associations with their day-to-day transactions as well as with more complex service activities.