Home Page:
Services:
Bookkeeping
Tax Preparation
HOA Servicing
Payroll Processing
Notary
Contact Info:
   
 



ACCOUNTANT:

  • Create and mail monthly statements to unit owners
  • Receive payments from unit owners and credit bank account
  • Pay all designated expenses
  • Render monthly reports of Income, Expenses, and Owner Payment Records
  • Assist with Annual Budget preparation

BUSINESS MANAGER:

  • Enforce Late Charges, as needed
  • Initiate Lien Proceedings, as needed
  • Attend Board Meetings and/or Association Meetings
  • Act as liaison between Escrow and Lenders for units being sold or re-financed
  • Complete and supply required documents for Escrow and Lenders
  • Assist Board Members with interpreting CC&R’s and/or By-Laws

TAX CONSULTANT:

  • Prepare, disburse, and file 1099-Misc Income forms
  • Prepare and file Federal and State Income Tax Returns


 
   
Top