HOA Property Management
Cost/Value Management Ongoing improvement program to enhance property value Effective operating and reserves costs management Eco friendly program for energy management, recycling etc. Maintenance Setup contracts with maintenance service providers with emergency response Automated maintenance records and control management Financial Management Computerized in-house accounting with audit trails. Financial reporting including sources and uses of funds Insurance Obtain quotes for master insurance policy and earthquake policy (optional) Review policy limits with agent annually Taxes Preparation of exemption application - form 3500 Year end 1099, and 1096 reporting for independent contractors Federal and state tax returns (forms 1120, 1120h, and 100) Administrative Registration with the Secretary of State of California Legal liaison: Liens/Evictions/Expert witness Escrow packets with payment of admin fee completion of lender questionnaires for owners refinancing Project management beyond an HOA normal operating budget with a separate fee.
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