Services

Accounting & Attest Services

Our goal is to provide accurate information to our clients in a timely manner. Thus, we strive to gain a thorough understanding of the organization to achieve a desirable outcome. We perform attest services for CIRA clients and tailor our services to fit their needs.

Common Interest Realty Association (CIRA) Attest Services

Our attest service expertise caters to Common Interest Realty Association’s (CIRA’S). Our professional staff has over 30 years of combined experience in performing Audits and Reviews, and preparing Federal Tax returns for various Association’s. We currently work with over 40 management companies throughout the states of Ohio and Kentucky.

Audit & Review Engagements

We utilize Thomson Reuters Checkpoint data research resources as well as PPC Guides for Common Interest Realty Association’s to ensure that all professional industry standards are maintained.

• All engagements are performed in accordance with the American Institute of CPA’s (AICPA).
• All financial reporting is done on an accrual basis, per AICPA Guidelines
• Upon completion of engagement, a Management Letter is issued to the Association’s Board of Directors which includes recommendations to assist in developing fiduciary duties more effectively.

Tax Services

As tax laws continually change, our tax system becomes more complex. We offer tax services to individuals, corporations, small businesses, and CIRA’s. We provide creative solutions for each and every tax client and focus on minimizing tax liability. We provide practical resources to meet and exceed our client’s expectations.

Common Interest Realty Association (CIRA) – Tax Services

Our Firm is intimately familiar with tax laws that are applicable to CIRA’s, and advise our clients which Federal form is best suited for their Association (Form 1120 or Form 1120-H). Recently, the IRS changed the due date of Form 1120-H from March 15th to April 15th. We are committed to keeping current on all Federal updates as well as any new information that materializes and would potentially affect CIRA’s.

The State of Ohio does not have a tax filing requirement, but Kentucky has both state and county/local tax filing requirements. We are familiar with those filing requirements and have prepared the necessary tax returns for several years.

Corporate & Individual – Tax Services

Our Tax Professionals attend Continuing Education classes on a monthly basis to keep apprised of the constant changing tax laws and proposed reform. We are available year-round to answer your questions and listen to your concerns. Our office is committed to protecting our client’s privacy by safeguarding their personal and confidential information of both electronic and physical documentation.