Introduction letter to all members   

Update Secretary of State with new mailing address

Review Federal and Franchise Tax Board filings to make sure you are current

File 3500 if not exempt tax status

File federal/state taxes annually

Prepare, mail and file 1096/1099 forms annually

Facilitate financial and workman comp audits/reviews

Renew Secretary of State bi -annually

Receive notices for periodic inspections and coordinate with board (backflow, pool, fire extinguisher, city/county inspections, fire, etc)

Collect and monitor vendor licenses/insurance bonds/Workman Comp

Escrow demands/refinances

Welcome letter to new owners

Update and maintain owner contact information

Act as point of contact for members

Provide information and documents to members

24 hour emergency on call service

Maintain association files

Assist with preparation of annual budget

Prepare and mail Annual Disclosures

Prep and mail Annual request to serve / annual election ballots

Available to attend and assist with annual meetings/take minutes/act as inspector of elections

Consultation for Board members / General council / advice

References for legal counsel if needed

Vendor / service provider suggestions

Provide a conference room for board/association use if needed

Assistance with operational calendar/planning

Monitor delinquencies – inform board members

Collection, Lien and pre foreclosure servicesAla cart services – obtaining bids, violation notices, etc. (for Accounting contracts)