We can offer a service package tailored to meet the needs of the Homeowners Association. Our primary clientele in this area is the self managed association or the small management company. We have a licensed Community Association Manager on staff for consultation.

Our Homeowners Association services include:

• Financial Statement Preparation quarterly, semi annually, or annually
• Processing payroll disbursements
• Payroll tax preparation
• Assist in budget preparation
• Process the collection of owner maintenance fees and special assessments.
• Maintain accurate list of owner receivables and mail related late fee notices.
• Pay all approved association bills in a timely manner in order to take advantage of any discounts.
• Prepare Sales Tax forms if necessary.
• Meet with association directors as often as necessary to conduct financial business.
• Preparation of annual Income Tax return Forms 1120 or 1120H.

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