Accounting Services Built Around the HOA Reporting Cycle
Villard CPA Group provides financial reviews, audits, and tax preparation for homeowners associations.
Our services are structured to work individually or as part of a coordinated annual engagement.
HOA Financial Reviews
A financial review provides limited assurance that the association’s financial statements do not require material modification to conform with the applicable financial reporting framework.
Our review process includes analytical procedures, inquiries, evaluation of financial information, and preparation or review of the association’s financial statements.
HOA Financial Audits
An audit provides a higher level of assurance than a review and includes testing of financial records, evaluation of supporting documentation, and other procedures required under applicable professional standards.
We work with the association and its management team to organize the process and communicate requirements clearly.
HOA Tax Returns
We prepare federal and applicable state income tax returns for homeowners associations.
When tax preparation is performed alongside a review or audit, the work can be coordinated within the same annual engagement process.
Not Sure Which Service Your Association Requires?
The appropriate service may depend on governing documents, state requirements, lender requirements, board direction, or other circumstances.
Contact our team and provide the association’s fiscal year-end, governing requirements, and requested service.