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Homeowner Associations

In this ever-changing environment, our proactive approach means business as usual for your association – just what you’ve always wanted in a service provider.

Overview

At Leone, McDonnell & Roberts, Professional Association, our dedicated team has been trained to provide the specific services required for homeowner and community associations. Our clients include associations under development and fully-settled homeowner and community associations and condominiums.

We stay current with all legislation, both local and national, that could impact homeowner associations. The benefit for you is our analysis of this legislation and its impact on the day-to-day operations and finances of your association. We will prepare you for the impact of new developments before laws or other guidelines are required. In this ever-changing environment, our proactive approach means business as usual for your association – just what you’ve always wanted in a service provider.

Our professionals provide clients with a wide range of value-added services, including:

  • Assistance in establishing a study of replacement reserves and funding guidelines
  • Assistance with QuickBooks and Peachtree accounting software products
  • Audit, review and compilation engagements
  • Budget and cash flow projections and reports
  • Development of depreciation and reserve policies
  • Documentation of suggestions for improvements in financial statements
  • Evaluation and establishment of internal control systems
  • Preparation of federal, state and property tax returns, IRS representation and tax planning

Our Homeowner Associations Team