Business Details
25 Years
experience
Expert Accountants for HOAs in Southern California
Beck and Company and Company is a Southern California-based accounting firm specializing in Homeowners Associations (HOAs), Not-For-Profit Organizations, and commercial businesses. Founded in 2001, our team brings over 60 combined years of expertise in auditing, tax preparation, financial consulting, and compliance services. We pride ourselves on deep industry knowledge, having worked with national CPA firms, Fortune 50 companies, and local HOA boards to ensure accurate financial reporting and regulatory adherence. Our peer-reviewed practice, certified by the California Society of CPAs since 2009, delivers tailored solutions to meet unique client needs.We maintain meticulous systems to track filing deadlines, guaranteeing compliance with evolving tax codes and audit requirements. Our approach emphasizes transparency, personalized service, and decades of hands-on experience navigating the complexities of HOA accounting. As active members of the Community Associations Institute, we stay at the forefront of industry standards while maintaining local market expertise across Southern California.
Services
Audit/Review/Compilation
Income Tax Services
HOA Compliance
Financial Consulting
Peer Review Services
Details
- Year established: 2001
Highlights and features
- We offer 30+ years of specialized HOA accounting experience.
- Our team includes certified CPAs with Big 4 firm backgrounds.
- Peer-reviewed practice since 2009 with unmodified compliance reports.
- Calendar system ensures timely filing of all tax obligations.
- Active members of Community Associations Institute for industry leadership.
Associations and certifications
- California Society of CPAs
Services
Audit/Review/Compilation
We perform comprehensive audits, reviews, and compilations for Homeowners Associations in accordance with CIRA guidelines. Our services ensure compliance with governing bodies and governmental codes while providing accurate financial reporting. With specialized expertise since 2001, we help HOAs maintain proper records and meet regulatory requirements.
Income Tax Services
Our tax services include preparation of federal and state tax returns for HOAs and nonprofits. We maintain updated knowledge of relevant tax codes and implement calendaring systems to track filing deadlines. This ensures timely submission of all required documentation to prevent compliance issues.
HOA Compliance
We specialize in helping Homeowners Associations meet regulatory requirements through detailed compliance reporting. Our team works with board members and management companies to ensure accurate documentation while navigating complex financial regulations specific to HOA operations.
Financial Consulting
We provide strategic financial guidance for HOAs and nonprofits based on decades of industry experience. Our consulting services cover budgeting, financial planning, and operational efficiency improvements tailored to the unique needs of community associations and nonprofit organizations.
Peer Review Services
As a peer-reviewed firm since 2009, we maintain rigorous quality control standards. Our practice undergoes regular evaluation by qualified reviewers to ensure adherence to accounting best practices and compliance with professional requirements.
People
Charles F. Beck
Certified Public Accountant
Charles Beck and Company and Company holds CPA certification with 30+ years at national CPA firms and Fortune 100 companies. He specializes in HOA audits and financial compliance, blending corporate expertise with community-focused accounting solutions.
Gerry K. Beck
Certified Public Accountant
Gerry Beck and Company and Company brings 30+ years of experience from KPMG and Fortune 50 companies. His taxation expertise and local CPA practice background make him a key resource for HOA tax strategy and complex financial reporting needs.
Questions
What accounting services do you offer for HOAs?
We provide full-spectrum services including audits, reviews, compilations, tax preparation, and compliance consulting tailored specifically for Homeowners Associations.
How do you ensure compliance with HOA regulations?
We follow the Audit and Accounting Guide for Common Interest Realty Associations and maintain peer-reviewed quality standards established since 2009.
What tax services do you provide?
We handle federal/state tax returns, maintain current code knowledge, and implement calendaring systems to track all regulatory filing deadlines.
Do you work with other accounting professionals?
Yes, we collaborate with board members, management companies, and homeowners to ensure accurate financial reporting across HOA communities.
How long have you served the HOA industry?
Our firm has specialized in HOA accounting since 2001, with founders possessing combined 60+ years of experience in the field.
