Welcome to CaliforniaHOA.Tax
CaliforniaHOA.Tax is a professional tax practice that specializes in California Homeowners Associations (HOA) and their unique tax situations. With decades of collective experience, our tax experts know HOAs, and we will prepare and file all of the necessary paperwork to keep your HOA compliant.
Compared to HOA-specific laws in other jurisdictions, California’s HOA laws are much more in-depth and detailed. CaliforniaHOA.Tax will provide you with a thorough understanding of your HOA’s legal rights and tax responsibilities.
About the tax professionals
CaliforniaHOA.Tax professionals are each IRS Circular 230 accredited as either an Enrolled Agent (EA) or Certified Public Accountant (CPA). Our tax experts have extensive experience working with the California Franchise Tax Board (FTB) and the California Secretary of State (SOS). Every member of our practice lives in California and holds a Master of Business Taxation from the University of Southern California—our alma mater where we all met.
Our Promise
Simplicity
Filing taxes isn’t fun. We can make the process smoother and ensure you get the best possible outcome. With our extensive questionnaire, easy file sharing, and years of experience, we can take this tedious process off your hands.
Security
Your private information is just that: PRIVATE. We use the highest security standards possible to keep it that way. You can trust that your data is protected and we won’t ever sell it to third parties. EVER.
Transparency
Our fees contain no surprises. We will agree to all fees before we begin our work. You will always know what to expect when you work with CaliforniaHOA.Tax and we will walk you through every step in our process.
Knowledge
At CaliforniaHOA.Tax, we believe that you deserve the best—and our CPAs and EAs are just that. With decades of experience, our tax experts are here to answer all of your HOA's concerns and help you make more informed decisions.
What Makes Us Different
CaliforniaHOA.Tax specializes in Homeowners Associations located in California. As such, our tax experts are familiar with all the IRS regulations and have years of working with the FTB and the California Secretary of State. Under Revenue and Taxation Code section 23701t, corporate HOAs can apply for tax-exempt status by filing an exemption application using form FTB 3500. If the organization provides the documents required, the FTB will determine if the organization qualifies for tax exempt status.
Our Process
Consultation
Schedule a consultation to speak to one of our tax professionals and learn how we can help.
Questionnaire
Fill out a brief survey to help our tax experts learn more about your HOA needs. This gives us a clear overview of your HOA's details and ensures that we have all of the information and documents we'll need to get started.
Quote
We believe in transparency. All fees for services will be quoted prior to starting.