Homeowner Association Tax & Assurance Services
Reliable audit and financial reporting support for homeowner associations
Homeowner associations face unique financial and governance responsibilities. Board oversight, member transparency, reserve considerations, and regulatory requirements all place a high level of importance on accurate financial reporting.
Strata CPAs works with homeowner associations across the United States to provide clear, accurate, and dependable accounting and assurance services. We support HOA boards and managers by delivering financial information they can rely on to fulfill their fiduciary responsibilities.
Whether your association is preparing for a required HOA audit, responding to lender or governing document requirements, or seeking a CPA firm that communicates clearly, we’re here to help.
HOA Audits & Financial Reporting
Many homeowner associations are required to obtain audited or reviewed financial statements due to:
Governing document requirements
Lender or refinancing needs
State or regulatory considerations
Board or membership expectations
We provide HOA audits that are conducted with professionalism, efficiency, and respect for the time and responsibilities of volunteer board members. Our approach emphasizes organization, clear communication, and practical guidance throughout the engagement.
We also work closely with boards and property managers to ensure they understand the audit process and results — not just receive a final report.
More services for homeowner associations.
In addition to HOA audits, we provide a range of accounting and tax services tailored to homeowner associations, including:
Reviewed financial statements may be appropriate when limited assurance is required by lenders or governing documents.
We assist associations with preparing financial statements without performing audit or review procedures.
We provide preparation of required HOA tax filings and guidance related to association tax matters.
Why Homeowner Associations Choose Strata CPAs
HOA boards and managers choose Strata CPAs because we combine:
Relevant experience and understanding
Our professionals understand the financial reporting and governance needs specific to homeowner associations.
Practical, efficient approach
We use streamlined processes and modern tools to minimize disruption and keep engagements on track.
Clear communication & responsiveness
We prioritize timely responses and proactive communication, so boards and managers know what to expect.
Professional rigor with personal service
You receive experienced CPA support without feeling like just another engagement.
We believe HOA accounting is about clarity, accountability, and trust between boards and their communities.
Where we work.
Tucson, AZ
Our physical office and most of our team are located in beautiful, sunny Tucson, Arizona. Many of our clients are in the Southern Arizona area and collaborate with us in person
United States
We have clients all over the country working with us on everything from individual taxes to complex audits. Our team members work from Arizona, South Carolina, and Washington State.
Ready to start a conversation?
If you’re looking for a CPA firm that combines technical expertise with a more personal, responsive approach, we’d be glad to talk.
