| Administration | Audit | HOA Compliance | Tax | HR |
|---|---|---|---|---|
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Are CA HOA's required to have an Review done?
No, only if they make more than 75,000 in income are they required to have a review done.
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What are the three main components we look for in a CA reserve study?
1. Current Replacement Cost
2. Annual Funding Cost 3. Fully Funded Balance |
When are managers in CA required to send out the financial packets to homeowners.
90 days after year end.
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What are the 3 main tax returns we handle?
1120 Corporate Tax, 1120H and 990 Not for profit.
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How do you properly call out sick from work?
Send an email to your manager and cc Jeremy and Heather.
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What should you do if a manager sends you a signed engagement letter?
Forward the email to the [email protected] email so that the admin team can properly process it.
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