Business Details
39 Years
experience
Trusted HOA Accounting & Audit Services in Laguna Niguel
Owens, Moskowitz & Associates has served as a trusted accounting firm specializing in HOA services since 1987. Our team of certified public accountants brings decades of combined experience to deliver tailored financial solutions for homeowners' associations across California. We prioritize personalized attention, combining technical expertise with a deep understanding of HOA-specific challenges. Our services span tax preparation, audits, financial statements, and business advisory, all designed to streamline operations and ensure compliance.We maintain a commitment to professionalism through memberships in the American Institute of CPAs and California Society of CPAs. Our track record of client satisfaction is evidenced by testimonials highlighting our responsiveness, quality service, and ability to simplify complex financial processes. With offices in Laguna Niguel, we provide accessible expertise to HOAs of all sizes while maintaining rigorous attention to detail and ethical standards.
Services
HOA Accounting
HOA Audits
Tax Preparation for HOAs
Business Advisory Services
Financial Statements
Details
- Year established: 1987
Highlights and features
- We offer over 35 years of HOA-specific accounting expertise
- Our team provides personalized attention to each client's unique needs
- We maintain memberships in AICPA and California Society of CPAs
- We guarantee quality service with experienced certified public accountants
- We offer responsive support for HOA financial management challenges
What people say
Leading firms
Personal and professional attention
Professional and responsive
Known for quality service
Best team of expert tax consultants
Services
HOA Audits
Our HOA audit services provide comprehensive financial evaluations to ensure compliance and transparency. We examine financial records, verify transactions, and identify discrepancies to maintain accurate reporting. Our audit process helps associations meet legal requirements while improving internal controls and financial decision-making.
Tax Preparation for HOAs
We specialize in HOA tax preparation, handling Form 1120 and 1120-H filings with precision. Our team ensures compliance with IRS regulations while maximizing available deductions. We help associations meet deadlines and avoid penalties through meticulous preparation and expert guidance.
HOA Accounting
Our HOA accounting services include financial statement preparation, budget tracking, and record-keeping. We implement efficient systems to manage cash flow, track expenses, and maintain accurate financial records. This helps associations maintain transparency and make informed financial decisions.
Business Advisory Services
We provide strategic advisory services to help HOAs optimize financial operations and planning. Our expertise covers budget development, financial analysis, and compliance guidance. We work closely with boards to create sustainable financial strategies tailored to each association's needs.
Financial Statements
We prepare comprehensive financial statements that meet regulatory requirements and provide clear financial visibility. Our reports include balance sheets, income statements, and cash flow analyses. These documents help associations demonstrate accountability to members and stakeholders while supporting informed decision-making.
People
Robert A. Owens
President and Owner
Certified public accountant with over 35 years of experience in audit and business planning. Member of AICPA and California Society of CPAs. Specializes in HOA financial services and accounting principles.
Allen Lee
Operations Director and Audit Manager
Audit manager with 30+ years of experience in HOA audits and tax services. Developed audit programs and training materials for HOA engagements. Specializes in fieldwork supervision and quality control.
Chris Yao
Tax Department Manager
Tax expert with 20+ years of experience in HOA tax preparation. Holds Master's degree in Business Taxation. Oversees tax compliance and trains staff in efficient financial processing techniques.
Matthew Harris
Audit Fieldwork Manager
CPA candidate with specialized training in audit procedures. Manages fieldwork operations and supports audit engagements. Brings technical expertise from academic and practical accounting experience.
Camille McCarthy
Office Manager
Administrative leader with accounting industry experience since 2018. Coordinates office operations and supports accounting teams with organizational expertise. Combines customer service background with financial industry knowledge.
Questions
What HOA accounting services do you offer?
We provide comprehensive HOA accounting services including financial statement preparation, budget tracking, record-keeping, and customized financial reporting to help associations maintain transparency and make informed decisions.
Do you specialize in HOA tax preparation?
Yes, we specialize in HOA tax preparation, handling Form 1120 and 1120-H filings with expertise to ensure compliance while maximizing available deductions and avoiding penalties.
What audit options are available for HOAs?
We offer complete audit services that examine financial records, verify transactions, and identify discrepancies to maintain accurate reporting while helping associations meet legal requirements and improve internal controls.
How do you support HOA financial management?
We provide strategic advisory services covering budget development, financial analysis, compliance guidance, and implementation of efficient systems to optimize financial operations for HOAs.
What areas do you serve?
Based in Laguna Niguel, we serve homeowners' associations throughout California with accessible expertise tailored to each association's unique needs.
What experience do your accountants have?
Our team includes CPAs with over 35 years of combined experience in HOA accounting, including specialized training in audit procedures and tax compliance for community associations.
