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-five 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.