Resources
Resources for association boards and managers
Plain-language guides to Florida's financial reporting rules, the federal return associations normally file, reserves, and special assessments. Each guide cites its primary sources.
Reviewed as of
Guides
General information for boards, managers, and owners. Not legal advice.
Florida reporting requirements
Which annual financial report your association must prepare, the deadlines, and when owners can vote to change the level.
Audit vs. review vs. compilation
The levels of financial statement services side by side: assurance, procedures, and the report you receive.
Form 1120-H for associations
The federal return associations normally file, the tests to qualify, and the filing deadline.
Reserve accounting and reporting
How reserves appear in the financial statements, including waivers, funding methods, and required disclosures.
Special assessments and major projects
How special assessments, loans, and lines of credit are tracked and disclosed in the annual report.
Working with us
Blog
Request a proposal for your association
Tell us about your association, its fiscal year-end, and the report you need. We will review your information and follow up to discuss scope and next steps.
Prefer to talk first?
We work with associations throughout Florida.