Name
First Name
Last Name
Position
Email
example@example.com
Phone Number
-
Area Code
Phone Number
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Association Name
President’s Name
Association’s Physical Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is the association managed by a management company?
No
Yes
If yes, please provide name of manager and management company.
Is this a condominium or planned unit development?
No
Yes
Does the association have any sub-associations?
No
Yes
If yes, how many?
Is the association a sub-association?
No
Yes
Total number of units.
Date association was established
-
Month
-
Day
Year
Date
Please provide a proposal for the following service(s).
Audited Financial Statements
Reviewed Financial Statements
Compiled Financial Statements
Tax Preparation
For fiscal year ended
-
Month
-
Day
Year
Date
On what basis will the financial statements be prepared?
Cash basis
Modified cash basis
Accrual basis
Previous financial statement audit, review or compilation
This Association has never had a financial statement audit, review or compilation
This Association had a previous financial statement audit, review or compilation (please provide a copy)
Attach previous financial statement audit, review or compilation. (If the previous year's financial statements were not audited, reviewed or compiled, by a CPA, please attach a copy of the previous year's year-end financial statements.)
Browse Files
Cancel
of
For tax services, please provide a copy of the previous year’s tax returns.
Browse Files
Cancel
of
Have there been any unusual items during the year being audited, reviewed or compiled (i.e. litigation, special assessments, developer activity, other)?
Submit
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