Our firm offers a wide range of services to our cooperative and condominium clients. Because of our size, our clients benefit by getting personalized, quality service. Below we have listed the services that we offer. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
We provide the following services:
Audits
Reviews
Compilations
Quarterly and semiannual financial information
Tax return preparation
Representation during tax audits
Calculation of shareholder tax deductions (mortgage interest and real estate taxes) as required under IRC Section 216
Assistance in the annual and long-term budgeting process
Income and expense projections
80/20 ("good income"/"bad income") projections
Recommendations for increasing "good income"
Recommendations for accumulating and investing reserves
Calculations as required under various legal agreements (leases, loan agreements, etc.)