At Schwindt & Company, we have a team of professionals dedicated purely to serving the changing needs of today’s homeowner’s associations. Our staff is experienced in working with an HOA’s tax, accounting, and reserve study needs. We’ll help with everything from complex tax preparation to maintaining compliance with local and federal regulations.
Whether you are just looking for a properly compiled financial statement or for a complete external audit, we provide a wide array of services and tools to help associations take control of their financial situation. Far from simply checking the numbers, we are ready to answer any questions you may have about your association’s unique fiscal position.
Services for Homeowner’s Associations
Tax Research & Returns
Preparing a tax return can be overwhelming for those with complex tax situations, and providing correct information is crucial to an association’s financial health. With Schwindt & Company’s tax return and tax research services, you can be sure your tax obligations are fulfilled with the most accurate information. We can help you understand and be aware of changing state regulations and produce a tax return with minimum risk.
Tax research can be helpful when you are faced with a tax problem or when your association needs to maximize its tax savings without an apparent solution. Our CPAs have the skill, tools, and software to find answers for your unique tax situation.
Reserve Studies & Maintenance Plans
Nothing is more important to the financial well-being of your organization than a complete reserve study and maintenance plan. To avoid unexpected costs, it is vital that these are prepared by properly qualified professionals. Our reserve study team currently works with over 250 homeowner’s associations in the Pacific Northwest, providing on-site and off-site services.
While many firms will simply hand over your completed reserve study, our team will work with your board of directors to ensure they understand and feel comfortable with this vital budgeting tool.
Learn more about our Services for Homeowner’s Associations
More assistance with finances for homeowner’s associations can be found in our Resources and we have a series of Articles covering issues specific to homeowner’s associations. When you are ready to start the conversation with our HOA professionals, Request a Quote, Contact Us or call (503) 227-1165.