Book Consultation
Association Focused Tax and Accounting

Specialized Tax Strategies
for Community Associations

Maximize deductions, minimize risk and stay compliant with
an advisory team that speaks the language of doors, units, CAM, and NOI

Services

Everything your portfolio needs – nothing it doesn’t

Pick a plan or mix and match. All services include a dedicated advisor.

HOA Tax Consultancy

  • Form 1120-H Preparation
  • Guidance and Execution of Tax Filings
  • Savings Identification in Alignment with IRS Requirements
 
Talk to an Advisor

HOA Accounting Services

  • Bookkeeping
  • Financial Reporting
  • Annual Budget Support
Talk to an Advisor

Entity Structuring

  • HoldCo & OpCo design
  • LLC/LP/REIT Guidancen
  • Liability & Tax Efficiency
Talk to an Advisor

Audit Support

  • Pre-Audit Cleanups
  • Revenue & Expense Substantiation
  • Representation Included
Talk to an Advisor

Services

Outcomes that move the NOI

Real results from portfolios like yours

Having a direct resource as a property manager for association tax preparation has been so invaluable to me and the team. Association Tax Advisors is responsive and they have amazing expertise in the community association world.

Travis T. – Westward360

We were recently introduced to Association Tax Advisors and can’t say enough about how helpful they have been. They assisted our condo association with immediate tax advice and also helped to provide feedback on a future special assessment that we are planning for next year.
Spencer B. – Warner Parkview Condo Association
Having a resource like Association Tax Advisors has been a game changer for our firm. They are accessible and fully understand our industry and the needs of our association clients.
David W. – Advocate Property Management

Let’s simplify your taxes and grow your property portfolio

Get a free 30-minute consultation with a senior advisor.

Schedule a Consultation