HOA Tax Preparation
Expert preparation of Form 1120-H and 1120 with compliance-focused strategy.
Learn More → Orange County's HOA Specialist
HOA Financial Clarity.
Built on Precision and Trust.
Specialized CPA services for Homeowners Associations, with additional support for real estate investors and small businesses.
Trusted by HOA boards and property managers
✓ 10+ Years Experience
✓ Former Big 6 Auditor
✓ $200M+ Audited
Areas of Focus
Specialized HOA Services
Comprehensive financial solutions tailored specifically for Homeowners Associations and community management companies.
HOA Financial Reviews
Independent financial reviews designed for transparency and board confidence.
Learn More →HOA Audits
Comprehensive audits that strengthen accountability and financial integrity.
Learn More →HOA Advisory
Strategic financial guidance tailored to community associations.
Learn More →
Why Work With Me
A CPA Who Understands HOA Operations Inside and Out
With over a decade of accounting experience and five years dedicated to HOA financials, I bring direct, hands-on expertise to your community's financial health.
- ✓Licensed CPA with 10+ Years ExperienceComprehensive accounting and audit background
- ✓Former Top 6 Global Accounting Firm AuditorExperience with companies exceeding $200M in revenue
- ✓5+ Years Specializing in HOA FinancialsDeep expertise in community association tax and finance
- ✓Trusted Advisor to HOA Boards & ManagersHands-on experience with community management
10+Years of
Experience
Experience
Additional Services
Beyond HOA specialization, I also support individuals, small businesses, and real estate investors with their financial needs.
Individual Tax Services
Personal tax preparation and planning for individuals and families.
Small Business Tax
Tax planning and compliance for small businesses and startups.
Real Estate Advisory
Financial guidance for real estate investors and property owners.
Accounting Tutoring
One-on-one finance and accounting education for individuals.
Focused Expertise
Financial Services for Community Associations
Practical support for the financial reporting, compliance, and oversight needs of HOA boards and management teams.
HOA Tax Preparation
Preparation of federal homeowners association returns, including Forms 1120-H and 1120, with attention to filing requirements and the association's tax position.
HOA Financial Reviews
Independent review of financial statements, account balances, reconciliations, and supporting records to help boards understand their association's financial position.
HOA Audits
Audit services designed to provide an independent examination of association financial statements and strengthen financial accountability.
HOA Advisory
Financial guidance for boards and managers on budgeting, reserve funding, financial controls, and association accounting matters.