Intake for HOAs 2024

Intake for HOAs

Tax Year 2024
Are you a NEW or RETURNING client? (A returning client is one that we did your taxes last year)*

Tax Matters Contact & Signer of Return
Name*

First NameLast Name
Cell Phone *
Please enter a valid phone number. Format: (000) 000-0000.
Home Phone (if available)
Please enter a valid phone number.Format: (000) 000-0000.
Fax Number (if available)
Please enter a valid phone number. Format: (000) 000-0000.
Social Security Number*
Example 000-00-0000 (please use hyphen)
Email
example@example.com

Returning HOA Question
Has there been a change of the President and/or the Treasurer from the prior year?*

President & Treasurer Information
President's Name*

First NameLast Name
President's Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
President's Social Security Number*
Example 000-00-0000 (please use hyphen)
President's Cell Phone *
Please enter a valid phone number. Format: (000) 000-0000.
Treasurer's Name*

First NameLast Name
Treasurer's Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Treasurer's Social Security Number*
Example 000-00-0000 (please use hyphen)
Treasurer's Cell Phone *
Please enter a valid phone number. Format: (000) 000-0000.

Yearly Questions
Did the HOA buy or sell any assets?*
Did the HOA have a foreign bank account or any foreign assets?*
Are there any changes in the governing documents that you have not reported to the IRS?*
At any point in the year, has the HOA sold or exchange any interest in any virtual currency? (Example, Bitcoin or Cryptocurrency) *
Is this a final return (mean your HOA was closed and out of business as of December 31, 2024)?*
Did your HOA get any grants?*
Are you using a different mailing address than your prior year return?*
Did the HOA pay anyone $600 or more over the course of the year?*

Signature
I affirm the information I provided on this form is true and accurate to the best of my knowledge. If requested by the IRS, I can provide proof and documentation of everything that I have stated on this form. I understand that if I knowingly answer these questions incorrectly then the IRS can remove any credits and possibly deny for a period of years for me to be able to get particular credits. I also understand that the IRS can impose penalties, interest, and even jail time if I intentionally provide incorrect or fraudulent information.
Name*

First NameLast Name
Date*

MonthDayYear
Date
Signature*

Clear
Should be Empty:

Intake for HOAs