HOA Tax Return Preparation

Annual Services

Prepare annual tax returns

• 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
• 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