HOA-focused accounting practice
Financial reviews, audits, and tax returns
Serving associations and management companies throughout California
Structured for recurring annual engagements
A CPA Firm Focused on Homeowners Associations
Homeowners associations are not a small part of our practice. They are the focus of it.
We understand the annual financial reporting cycle, the responsibilities of the board, the day-to-day role of the management company, and the coordination required to complete an engagement efficiently.
That focus allows us to provide a more consistent and informed experience from the initial request through final delivery.
The Accounting May Be Technical. The Process Should Not Be Complicated.
HOA reviews and audits often involve board members, community managers, accounting teams, and outside service providers.
Without a clearly managed process, routine engagements can become slowed by incomplete requests, repeated follow-up, unclear responsibilities, and issues discovered too late.
Our approach is designed to keep the engagement organized from the first request through final delivery.
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Clear expectations
The required information and responsibilities are established early.
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Organized communication
Questions and outstanding items are directed to the appropriate contact.
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Earlier issue resolution
Accounting matters are identified while there is still time to address them efficiently.
Visible progress
Boards and managers receive appropriate updates as the engagement moves forward.
Financial Reporting and Tax Services for HOAs
A Clear Process from Start to Finish
1
Proposal and Engagement
We confirm the association’s service needs, timing, fiscal year-end, and primary contacts.
2
Organized Information Request
The association receives a structured request list with clear guidance regarding the information needed.
3
Review and Coordination
Our team evaluates the financial information, coordinates questions with the designated contact, and identifies matters requiring follow-up.
4
Completion and Delivery
The final financial statements, report, tax returns, and related communications are delivered to the appropriate parties.
One Engagement. Two Important Perspectives.
For Management Companies
Management companies receive a consistent process, clearly defined requests, organized follow-up, and communication designed to work across multiple associations.
Our goal is to reduce avoidable confusion while keeping each association’s engagement distinct and properly managed.
Experience That Should Be Measurable
Our work is built around recurring HOA engagements and long-term relationships with associations and management companies.
Serving more than 1,500 homeowners associations annually
Trusted by hundreds of HOA management companies
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Over 60 years of combined experience serving homeowners associations
