Business Details
39 Years
experience
HOA Accounting Services in Laguna Niguel
Owens, Moskowitz & Associates has established itself as a trusted accounting firm specializing in HOA services since 1987. Our team of certified public accountants brings decades of combined experience in audits, tax preparation, and financial management tailored specifically to homeowners associations. We prioritize personalized service, ensuring each client receives meticulous attention to detail while navigating complex tax regulations and financial reporting requirements.Our Laguna Niguel-based practice serves communities across California, offering customized solutions that streamline accounting processes and enhance financial transparency. Through a commitment to professionalism and continuous improvement, we empower HOA boards to make informed decisions and maintain compliance with evolving industry standards.
Services
HOA Accounting
HOA Audits
Tax Preparation for HOAs
Business Advisory Services
Financial Statements
Audit Reviews
Tax Planning
Compilations
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of specialized HOA accounting expertise since 1987
- Our team includes certified CPAs with tailored HOA audit methodologies
- We provide customized financial solutions for associations of all sizes
- We guarantee transparent reporting and regulatory compliance assurance
- We maintain local accessibility with statewide California service coverage
What people say
Leading firms
Personal attention
Professional and responsive
Quality service
Services
HOA Accounting
Our HOA accounting services provide comprehensive financial management tailored to homeowners associations. We handle daily bookkeeping, financial reporting, and budget preparation while ensuring compliance with specific HOA regulations. Our team works directly with board members to maintain accurate records and implement efficient accounting systems that meet the unique needs of community associations.
HOA Audits
We conduct thorough financial audits for homeowners associations to ensure regulatory compliance and financial accuracy. Our audit process includes evaluating internal controls, verifying financial statements, and identifying potential improvements. Our certified professionals provide detailed reports with actionable recommendations to enhance financial transparency and governance for HOA communities.
Tax Preparation for HOAs
Our specialized tax preparation services address the unique requirements of homeowners associations. We handle Form 1120 and 1120-H filings, ensure compliance with IRS regulations, and maximize available tax benefits. Our team stays current with changing tax laws to maintain accurate records and minimize potential liabilities for HOA communities.
Business Advisory Services
We provide strategic advisory services to help homeowners associations improve financial management practices. Our consultants offer guidance on budgeting, internal controls, and regulatory compliance while developing customized solutions for operational efficiency. Our expertise supports HOA boards in making informed financial decisions that benefit their communities.
Financial Statements
Our financial statement preparation services ensure accurate and timely reporting for homeowners associations. We create comprehensive balance sheets, income statements, and cash flow reports that meet regulatory requirements. Our team helps HOA boards understand financial performance through clear, organized documentation and expert analysis of financial position.
People
Robert A. Owens
President and Owner
Certified public accountant with 35+ years experience in HOA audits and business planning. Member of AICPA and California CPA Society. Specializes in financial statement audits and accounting principles. Active in statewide accounting standards committees.
Allen Lee
Operations Director
Audit manager with 30+ years HOA experience. Developed specialized audit programs for homeowners associations. Expert in audit fieldwork and training. Former national firm auditor with focus on financial institutions and escrow companies.
Chris Yao
Tax Department Manager
Tax specialist with 20+ years in HOA accounting. Master's in Business Taxation from USC. Oversees tax preparation and compliance for associations. Trains staff in tax procedures and financial management best practices.
Matthew Harris
Audit Fieldwork Manager
CPA candidate with specialized HOA audit experience since 2019. Master's degree in accounting. Manages fieldwork operations and audit documentation. Focuses on improving audit efficiency and accuracy for community associations.
Camille McCarthy
Office Manager
Administrative leader with accounting industry experience since 2018. Coordinates office operations and client communications. Brings customer service expertise from retail management background to support accounting team functions.
Questions
What HOA accounting services do you offer?
We provide complete HOA accounting solutions including daily bookkeeping, financial reporting, budget preparation, and compliance management tailored to homeowners associations' specific needs.
Do you specialize in HOA audits?
Yes, we offer comprehensive audit services specifically designed for homeowners associations, including financial statement audits, compliance reviews, and internal control assessments.
What tax services are available for HOAs?
We handle all HOA tax requirements including Form 1120/1120-H filings, tax planning, compliance documentation, and regulatory reporting to ensure accurate IRS submissions.
How do you support HOA board members?
We provide personalized guidance to HOA boards through financial education, customized reporting, and strategic planning to help members understand and manage their association's finances.
What areas do you serve?
Based in Laguna Niguel, we serve homeowners associations throughout California with accessible, localized accounting and audit services.
How can I schedule a consultation?
Contact us at (949) 851-5020 to arrange a free initial consultation with our HOA accounting specialists to discuss your community's specific needs.
