About Us
Over more than a decade of providing audit and tax services for common interest realty associations (CIRAs), we have retained and refined our core standards of efficiency, integrity, quality and responsiveness. We have developed workflow processes, involvement in the CIRA arena, and educational programs. Our team is 100% focused on association audit and tax services.
Our experiences while performing audits and tax return engagements for thousands of associations have provided tremendous opportunities for our firm to further develop its identity. We proudly present our The HOA CPA Process Simplified© and I-CUBED©: Integrity, Involved and Inspired.
The HOA CPA Process Simplified©
We continually review our processes, both internally & with our clients.
The HOA CPA Process Simplified© considers the interface and document flow
between the firm and our clients from proposal requests through issuing final reports.
Agreement
Document
Gathering
Service
Performance
Board Review
Final Report
Integrity. Involved. Inspired.
Integrity
As an independent Certified Public Accounting firm, we pride ourselves on our integrity. Our ability to maintain mandated independence from our attest clients, while also developing working relationships to help ensure a flow of documents, reports and knowledge sharing which enables us to complete engagements with integrity. Our staff training and understanding of generally accepted accounting principles together with auditing and assurance standards enable us to maintain strong standards.
Involved
Our passionate involvement in the community association industry includes providing education to managers, accountants and board members, attending seminars, maintaining strong relationships with other community industry business partners, writing articles, and participating in industry events provides a strong sense of involvement with community associations.
Inspired
Providing high quality reports and returns, together with the knowledge that our team is trained and skilled, coupled with our involvement with industry groups inspires us to perform at the highest level, while providing education and guidance back to our clients and business partners.
Being responsive to our clients’ needs requires our team of administrators, auditors and tax accountants to continuously work cohesively to anticipate the needs of our clients, as well as responding in a timely and complete fashion to our clients’ inquiries and requests. Competent and responsive!
Thank you to our clients and industry partners!!
We are always extremely grateful for the opportunity to provide our services to you. We appreciate the opportunity to work with many wonderful people. We know that community management is busy, we know that Board members are volunteers. We strive to combine our understanding to provide the level of service you need.