Condominiums, Homeowners Associations & Cooperatives

Grady CPA PC currently works with over 200 Common Interest Realty Associations, providing audits, reviews, compilations, tax return preparation, tax and financial planning, election tabulation and much more.

Our Services include:

  • Annual audits, reviews and compilations
  • Preparation of tax returns
  • Preparation of Form 1098 for cooperatives for shareholder tax deductions
  • Budget preparation assistance and review
  • Education/presentations for boards and property managers
  • Financial planning for capital improvement expenditures/reserves
  • Tax planning and compliance
  • Transition to unit owner control consulting
  • Evaluation of internal controls and accounting procedures
  • Assisting with management company transition