Services

Most Homeowners Associations and Condominium Associations in Washington State are required* to have their financial statements audited by a CPA firm.  Let's schedule a meeting and discuss what the State requires and if your community needs an audit.   

Homeowners Associations and Condominium Associations are required to file a Federal tax return and may have a tax liability on income that is not derived from homeowners. Let's schedule a meeting and discuss your options.

My experience as a Board Member of a HOA and the Washington Society of CPAs has given me the leadership and understanding of how community associations and other not-for-profits operate. I can provide guidance and presentations to Board Members to discuss the community's financial needs and tax planning.