HOA Assurance
754-354-3231 Request a proposal

Request a proposal

Tell us about the association.

Send the association's total annual revenue, fiscal year end, and the level of report it filed last year. We will confirm the level Florida law requires and send a fixed-fee proposal.

Prefer to talk it through? Call 754-354-3231, Monday to Friday, 9:00 AM to 5:00 PM ET.

  1. Share the details

    Revenue, fiscal year end, and unit or parcel count.

  2. We confirm the right service

    We check the statutory tier against the governing documents and tell you which engagement applies.

  3. You receive a proposal

    A fixed fee for a defined scope, with the schedule agreed at the proposal stage.

Part 1 of 4The association

As it appears on the articles of incorporation.

Association type
Association address
Part 2 of 4Your contact details
Your role
Should the proposal be addressed to someone other than you?
Part 3 of 4The engagement

If you are not sure which service applies, choose that option. We confirm the level against the statute and the governing documents before quoting.

Service needed
Fiscal year end

The last day of the fiscal year to be reported, for example December 31, 2026.

When does the engagement need to be completed? (optional)

If the board, a lender, or the bylaws set a date. The statutory default is 90 days after fiscal year end.

What level of service was performed on the prior year's financial statements?
Tax return needed?

The association's federal income tax return, Form 1120-H or Form 1120.

Comparative financial statements?

Prior-year figures shown alongside the current year, in summarized form.

Part 4 of 4Finances and recent events
Most recent total annual revenue

Total revenues for the most recent fiscal year, including assessments and other income.

Reserve funding approach (optional)
In the past 12 months, which of these apply?

Select all that apply. Each one can change the scope of the engagement.

For example, a lender deadline, a change of manager, or a milestone inspection in progress.

How did you hear about us?

The details you send are used to prepare the association's proposal and for nothing else. How the firm handles them. Prefer email? Write to scott@hoaassurance.com.