Property Type
*
HOA, Condo, and Co-op
Residential and Commercial
Association Name
*
Number of Units
*
Name
*
First Name
Last Name
Position or Role
*
Email
*
example@example.com
Phone Number
*
Format: (000) 000-0000.
Services Requested
*
Management & Accounting
Income Tax Preparations Only
Accounting Only
Other
Services Requested
*
Residential
Commercial
Income Tax Preparations
Accounting Only
Other
List of Properties (Optional, but Recommended)
Optional:
Download the property list templates.
Commercial Properties Template
Residential Properties Template
You may submit templates with this RFP, or send later on your own time.
Spreadsheets must be completed for the onboarding process.
Desired Start Date
/
Month
/
Day
Year
Date
Upload Documents
Browse Files
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Choose a file
Most recent financial report, Property inventory list, etc..
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Notes or Relevant Information
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