Herriman, Utah · Licensed CPA since 2005

HOA tax returns and AppFolio expertise, from a CPA who works in both every day.

AI-assisted HOA tax preparation and AppFolio consulting for associations, boards, and property management companies. Flat fees, fast turnaround, and CPA review on every return.

  • 20+years in accounting
  • 15+years in HOA & property management
  • AICPAmember

Services

Two focused practices built for community associations and the companies that manage them.

AI-Assisted HOA Tax Services

  • 1120-H vs. 1120 analysis. Section 528 tests and a side-by-side comparison to support the election.
  • Return preparation. Federal Form 1120-H or 1120, and Utah Form TC-20 as applicable.
  • Extensions. Form 7004 and state extensions when year-end records aren't ready.
  • IRS notice responses. Including penalty notices such as LTR 252C, with abatement requests where supported.

AppFolio Consulting

  • Financial diagnostics cleanup. Unused prepayments, mismatched balances, and other exceptions.
  • Reconciliation catch-up. Bring operating, reserve, and trust accounts current.
  • Process fixes. Move-out dispositions, security deposit refunds, and owner distributions.
  • Migrations, training & month-end close. Setup, staff training, and a repeatable close checklist.

How it works

A standardized, AI-assisted workflow with a CPA in control at every step.

  1. 1

    Pull financials

    Year-end trial balance, income statement, and bank interest pulled from AppFolio or your reports.

  2. 2

    Flag missing info

    Automated checks find gaps and send you one consolidated request.

  3. 3

    Tax checks

    Section 528 tests, exempt vs. nonexempt income, expense allocation, and 1120-H vs. 1120 comparison.

  4. 4

    CPA review & e-file

    I personally review and sign every return as preparer, then e-file.

Consulting engagements begin with a short diagnostic review, a written scope, and a fixed estimate or retainer before work starts.

Pricing

Suggested starting prices, subject to an engagement letter. Flat fees assume complete, reconciled year-end records; cleanup is quoted separately. Because AI handles data gathering and entry, fees stay below typical CPA firm rates.

HOA Tax

Most common

Standard Association

starting at$150/return

Form 1120-H for any size association, Utah TC-20 and extension included. One-time $50 setup fee for new associations.

Complex / Volume

from$300/return

Form 1120, rental or other nonexempt income, or prior-year catch-up. Additional prior years $225 each. One-time $50 setup fee for new associations.

IRS Notice Response

starting at$150/notice

Review, response letter, and abatement request (e.g., LTR 252C). Complex matters at hourly rate.

AppFolio Consulting

Hourly

suggested$90–150/hour

Diagnostics, reconciliations, process fixes, training. Rate based on scope and urgency.

Retainer · Essentials

suggested$1,100/month

Up to 10 hours, month-end close support, and priority email response.

Retainer · Partner

suggested$2,000/month

Up to 20 hours, reconciliations, diagnostics, and a monthly review call.

Catch-Up / Migration

 Fixed-fee quote

Scoped after a diagnostic review and billed by milestone.

Why a CPA + AI

CPA review on every return

AI speeds the work; a licensed CPA signs and is accountable for the result.

Confidential by default

Client data is handled confidentially under IRC §7216 and reviewed by a CPA on every return.

Faster turnaround

A standardized workflow means less back-and-forth with boards and managers.

Flat-fee pricing

Predictable fees, below typical CPA firm rates, with no surprise hourly billing on returns. AI handles the data gathering and data entry, so my time goes to review and judgment, not keystrokes.

AppFolio fluency

Returns are prepared from the same system I support, so the books and the return agree.

About Anthony

I'm Anthony J. Taylor, CPA, owner of Anthony Taylor CPA, PLLC in Herriman, Utah. I've been a licensed CPA since 2005 and am a member of the AICPA. I hold a BS in Accounting and a Master of Professional Accountancy (Tax) from the University of Utah.

I bring more than 20 years of accounting experience, including more than 15 years focused on HOA and property management accounting. I've led portfolio migrations to AppFolio and work in it every day.

Let's get started

  1. Email me the association or portfolio name, unit count, and prior-year return.
  2. I'll confirm the package and send an engagement letter, usually within two business days.
  3. Upload records through a secure link, and the work begins.
ataylor@ataylorcpa.com