HOA Tax Return Preparation

Annual Services

Prepare annual tax returns (fee ranges from $250 to $600 per HOA)

  • Federal form 1120H
  • California form 199
  • California form 100 (if required to be filed)

One Time Filing Services

  • Prepare form 3500 exemption application with required attachments ($250)
  • If HOA is suspended by the Franchise Tax Board we get you back in good standing (fees vary based on services required)
    • Find out reviver requirements from Franchise Tax Board
    • Contact board to obtain financial records needed for preparation of back tax returns
    • Prepare reviver form and exemption application
    • Prepare all needed California tax returns
    • Prepare forms SI-100 and SI-CID and file with Secretary of State (if required)
    • Submit above to Franchise Tax Board with cover letter