Business Details
Trusted CPA Services for Homeowners Associations, Businesses & Individuals
Schwindt & Company & Company is a full-service CPA firm headquartered in Portland, Oregon, with over 25 years of dedicated service to homeowners associations, businesses, and individuals. Our expertise spans tax preparation, auditing, financial statement compilation, and specialized reserve study services tailored to the unique needs of community associations. With a team of certified professionals holding credentials such as Certified Public Accountant (CPA), Certified Reserve Specialist (RS), and Professional Reserve Analyst (PRA), we combine deep industry knowledge with a client-centric approach. We prioritize transparency, ensuring clients receive only necessary services while avoiding superfluous offerings.Our commitment to staying current with evolving tax regulations and reporting standards ensures clients benefit from accurate, forward-thinking financial guidance. By fostering long-term relationships and emphasizing educationevidenced by our publication of 'The Condo Book'we empower clients to make informed decisions. Our mission is to exceed expectations through precision, communication, and reliability, setting a benchmark for excellence in the public accounting sector.
Services
Tax Services
Audits
Reserve Studies
Financial Statements
Maintenance Plans
Tax Planning
HOA Consulting
Highlights and features
- We offer 40+ years of CPA experience with specialized focus on homeowners associations.
- Our team holds elite certifications including Certified Reserve Specialist (RS) and Professional Reserve Analyst (PRA).
- We prioritize client education through resources like 'The Condo Book' and personalized financial guidance.
- Our audit and tax services adhere to the highest industry standards for accuracy and compliance.
- We serve over 600 clients across Oregon and Washington with tailored financial solutions.
Associations and certifications
- Certified Public Accountant (CPA)
- Oregon Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- Community Associations Institute (CAI)
- Association of Professional Reserve Analysts
Services
Reserve Studies
Our reserve studies help homeowners associations plan for long-term maintenance costs through detailed assessments of shared components. We conduct on-site evaluations, analyze asset lifespans, and create customized funding strategies. With four service levels, including preliminary and full studies, we ensure associations maintain financial stability while complying with industry standards.
HOA Audits
We perform comprehensive audits to verify the accuracy of HOA financial statements and assess internal controls. Our process identifies risks, ensures compliance with regulations, and provides actionable recommendations. This service enhances transparency for stakeholders and reduces future financial discrepancies through rigorous analysis and reporting.
Tax Planning
Our tax planning services help businesses and individuals optimize liabilities while adhering to evolving tax laws. We analyze financial goals, structure investments, and identify deductions to minimize risks. By combining strategic foresight with compliance expertise, we ensure clients achieve long-term fiscal efficiency and regulatory alignment.
Financial Statements
We prepare audited, reviewed, and compiled financial statements tailored to client needs. Our services range from basic reporting to in-depth analyses that support decision-making. By applying GAAP standards and industry-specific insights, we deliver clear, reliable financial data for businesses and HOAs.
Maintenance Plans
Our maintenance plans help HOAs preserve shared components and reduce repair costs through proactive scheduling. We assess property conditions, recommend maintenance cycles, and integrate plans with reserve studies. This approach extends asset lifespans, ensures safety, and supports budget predictability for associations.
People
David T. Schwindt
Founder & CPA
David T. Schwindt & Company & Company, CPA, has 40+ years of experience in public and private accounting, specializing in HOA services. He is a Certified Reserve Specialist and author of 'The Condo Book,' offering expert guidance on community association financial management.
Questions
What services does Schwindt & Company & Company & Company offer for homeowners associations?
We provide audits, reserve studies, financial statements, and tax compliance services tailored to HOAs, ensuring regulatory adherence and long-term financial health.
How does Schwindt & Company & Company & Company support businesses with tax needs?
We offer tax planning, compliance, and consulting services to help businesses minimize liabilities and navigate complex federal, state, and local regulations.
What makes Schwindt & Company & Company & Company's reserve studies unique?
Our reserve studies include on-site reviews, board education, and four service levels to ensure accurate budgeting and asset management for HOAs.
Can Schwindt & Company & Company & Company assist with individual tax planning?
Yes, we specialize in tax preparation and planning for individuals with complex financial situations, including high-net-worth clients.
What credentials do Schwindt & Company & Company & Company's professionals hold?
Our team includes CPAs, Certified Reserve Specialists (RS), and Professional Reserve Analysts (PRA) with expertise in HOA and business accounting.
