HOA Tax Compliance Made Simple and Secure

Clear View HOA Financial helps boards stay compliant and stress-free when it comes to tax season. Our HOA tax compliance services are designed to streamline the entire filing process, thereby minimizing risk, ensuring accuracy, and helping your community meet its regulatory obligations with confidence.

We manage annual tax filings with the IRS (typically Form 1120-H) in partnership with a trusted CPA firm. Because we already handle your accounting, there’s no extra legwork for your board—just simple, secure filing delivered on time and with confidence.

If your association requires a more complex corporate return (Form 1120), we’ll coordinate with a specialized CPA partner to make sure that your filing is handled correctly.

Compliance Support That Extends Beyond Tax Season

Clear View’s services extend beyond annual returns—we help ensure that your association is compliant with financial regulations and prepared for potential audits. Our accounting is fully GAAP-compliant and structured to meet the highest standards of documentation and transparency. Our services and support include:

  • Form 1120-H Preparation & Filing. Coordinated in-house with CPA partners for an accurate, streamlined, and stress-free process.

  • CPA Coordination. We handle auditor or tax preparer requests, provide secure access to systems, and post required journal entries.
  • Audit Readiness. With clear books and secure documentation, our clients are always prepared for financial reviews or formal audits.
  • DORA Filings (Colorado Clients). Annual state compliance filings handled accurately and on time.
  • Legal Referrals. For associations needing help with more complex compliance or regulatory matters, we refer clients to trusted HOA legal specialists.

A Proactive Approach to Risk Reduction

Our team takes a proactive approach to compliance, staying current on evolving HOA tax regulations and industry standards through regular continuing education. We can also identify and help you avoid common pitfalls such as:

  • Missed deadlines
  • Incorrect tax classification
  • Incomplete or inaccurate filings
  • Inadequate documentation during audits

By partnering with Clear View, your board will gain confidence that everything is filed properly, securely, and with expert oversight, year after year.