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Homeowner and Condominium Associations

It is the responsibility of homeowner and condo associations to oversee member fees, distribution of funds, financial reporting, asset tracking, and tax filings. For most, this can be a daunting and confusing responsibility. We are skilled at special tax considerations and the complexities of IRS code that will put your association and members on the right path. Whitlock & Company professionals can help self managed and property management associations with:

Tax Services

  • Income tax returns preparation and filing multi-state tax returns
  • Depreciation schedules, including depreciation options and elections to fit your business
  • Tax Planning
  • Capital asset planning and strategy
  • IRS Audit support services

Accounting Services

  • Bookkeeping services and consulting
  • Payroll processing and filings
  • Financial statements, reporting, and management reports
  • QuickBooks set-up, consulting and training
  • HOA billings

Consulting Services

  • Cash flow management services
  • Financial projections and budgets
  • Budget and reserve funding


  • Financial statement reviews and compilations
  • Internal control reviews
  • Agreed upon procedures