We file thousands of HOA and condo association returns every year — flat-fee, on time, in every U.S. state. No surprises and no hourly billing.
Every association is different — but every engagement covers the same core scope.
The election most HOAs and condo associations should make. We confirm Section 528 eligibility, allocate exempt vs. non-exempt income correctly, and file on time — every time.
When the math favors the corporate return — including the 21% rate on the first dollar of taxable income — we run both calculations and file whichever results in a lower bill.
Most states require their own return for HOAs and condos. We handle the filing in all 50 states and know which states (and which forms) actually apply to your association.
Missed the deadline or got new information after filing? We handle Form 7004 extensions and Form 1120-X / 1120-H amendments quickly.
Properly accounting for capital reserves is one of the most common HOA tax mistakes. We work with your reserve study to keep contributions non-taxable.
Quick questions about a 1099, an unusual receipt, or a special assessment? Your engagement includes email access to a real CPA all year.
Send us last year's return and your most recent financials. We respond with a flat fee — usually within one business day.
Sign a one-page engagement letter and upload documents through our secure portal. No paper, no fax machines.
Your return is prepared by a CPA who specializes in HOAs — not a generalist who sees one or two a year.
We walk the board through every line of the return, e-file once you approve, and store the signed copy in your portal.
Send your last return and most recent financials. We'll respond with a flat-fee quote within one business day.