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marcello_lara

Lara Marcello CPA & Consultant

303 Twin Dolphin Drive, Suite 600

Redwood City, CA 94065

Phone: (650) 632-4211

Fax: (650) 551-9901

 

I am an experienced Certified Public Accountant (CPA) and the sole owner of a successful and growing accounting business. The goal of my company is to provide high-quality tax and accounting services and great client service to Common Interest Developments (CIDs), such as small and large-scale homeowners associations (HOAs), planned unit developments, time-shares, and housing cooperatives. I have been working with Common Interest Developments in California, primarily the San Francisco / Bay Area, since 2002, and have a specialized knowledge of this industry. I have extensive experience auditing, reviewing, and compiling year-end financial statements, as well as preparing income tax returns, annual budget reports, reserve funding plans and computing monthly assessments. I am very personable and skilled in communicating and working with management companies, bookkeeping firms, self-managed associations, and Boards of Directors with respect to: The Davis-Stirling Act, Generally Accepted Accounting Principles (GAAP), and Tax Preparation for CIDs. Services provided for CIDs: Reviews, Compilations, Corporate tax filings (Forms 1120, 1120-H, 1120-C, 990, 100, 199), Audits, Agreed-upon procedures, Annual budget reports, Updated reserve funding plans, Computation of monthly assessments as determined by governing documents and/or original Bureau of Real Estate public reports, Reviving corporate status with the California Secretary of State and/or Franchise Tax Board Preparation of Form 3500, California Franchise Tax Board exemption application, Inspector of Elections. Services provided for management companies: Assist in development, implementation, & monitoring of internal controls to assist in preventing & detecting fraud: Onsite meetings with managers to discuss various interactions between our firms (i.e. budget planning, year-end review & tax work, internal controls), and Board member meetings to discuss concerns or questions.

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abhishek manne

Member since 1 year ago
  • abhishek@hoaalchemy.com
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