Bookkeeping and Tax Preparation Services

2 min. readlast update: 08.15.2025

Bookkeeping and Tax Preparation Services

Bookkeeping and Tax Preparation Services

EasyHOA provides In-House bookkeeping and tax preparation services for HOAs that use its software.

Benefits Include:

1- A layer of transparency between the board and the HOA. The owners inside of the HOA know that there is a 3rd party performing the services and it allows for a 2nd set of eyes to be on the books.

2- It makes the owners of the HOA feel safe and secure knowing that there is a professional accurately checking and classifying each transaction to ensure that every dollar is properly accounted for.

3- HOA accounting reports are always up-to-date and accurate. This helps take the burden off of the board when there is an up-coming board meeting and the owners want to see the financial reports.

4- Board member positions are not permanent and having a dedicated team to provide all of the bookkeeping and accounting ensures that you never have to find a new person to do it every time a volunteer board member's term is over.

 

Monthly Accounting Services Include

  • Monthly recording of income and expenses to your general ledger
  • Initial Build-out of your HOA's Charge of Accounts
  • Initial Build-out of the HOA's annual budget and forecast
  • Monthly bank reconciliations of all HOA bank and credit card accounts
  • Accounting Module via the EasyHOA software
  • Monthly Income Statement reports
  • Monthly Balance Sheet reports
  • Preparing the HOA's annual 1120-H tax form

 

Contact EasyHOA to get a free quote!

888-807-1972

sales@easyhoa.com

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