HOA & Community Association Audits
Audits, reviews, and compilations for homeowner and community associations that report to their boards, members, and lenders.
What's included
- Audits, reviews, and compilationsAt the level your governing documents, members, or lender require.
- Reserve and fund reportingStatements that clearly present operating and reserve funds, with supplementary information on future major repairs.
- Association tax returnsForm 1120-H or Form 1120, whichever produces the better result for your association.
Who it's for
Homeowner associations, condominium associations, and master-planned communities, along with the management companies that support them.
How it works
- Confirm the requirementWe review your CC&Rs and bylaws to confirm what level of report is required.
- Coordinate with managementWe work directly with your management company to collect records.
- Fieldwork and reportTesting of assessments, reserves, and disbursements.
- Board presentationWe present results to the board and answer members' questions.
Not sure which service you need?
Tell us who's asking for the report and why. We'll tell you what fits and what it will cost.