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)