Tax Services

Comprehensive tax services for real estate, small businesses, and community associations.

Tax Services

Community Association Tax Compliance & Filing

We assist condominiums and HOAs with tax filings, ensuring compliance with IRS (Forms 1120 or 1120-H) and state regulations. Our expertise helps associations optimize tax benefits and avoid penalties.

Real Estate Investor Tax Filing

We specialize in tax preparation for real estate investors, ensuring compliance with IRS and state regulations while maximizing deductions. From rental properties to REITs, we handle complex filings with accuracy and efficiency.

Tangible Property Tax Filing

Our team helps real estate investors minimize tax liabilities through tangible property tax compliance, cost segregation, and depreciation strategies, ensuring optimal tax efficiency.

Real Estate Tax Planning & Strategy

We provide proactive tax planning for real estate investors and businesses, focusing on reducing liabilities and maximizing returns through entity structuring, depreciation, and cash flow strategies.

Sales Tax Registration & Compliance

From sales tax and payroll tax registration to entity setup, we ensure that real estate businesses and associations comply with all federal and state tax regulations. Our team navigates the complexities of tax registration, keeping your operations compliant and reducing administrative burdens.

State Annual Reports & Regulatory Filings

Maintaining compliance with state and federal regulations is crucial for real estate businesses and associations. We handle annual report submissions, Beneficial Ownership Information Reports (BOIR), and other required filings to ensure your organization remains in good standing.

Representation & Tax Resolution

We provide representation and tax resolution services for real estate investors and community associations. Our team works directly with the IRS and state tax authorities to resolve disputes, negotiate penalties, and ensure compliance.

Entity Formation & Tax Structuring

Choosing the right business entity is important for tax efficiency and asset protection. We help real estate investors and businesses form LLCs, S-Corps, and partnerships, structuring entities to optimize tax benefits and liability protection.

The Best Community Association Accounting Software

Intuit Quickbooks
HOA BOOKS Team

Ready to simplify your Community’s Finances?

We make financial management simple and transparent.

HOA BOOKS team
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