In today’s newsletter from Currie & McLain, they told their clients that they are officially becoming part of Integrated Tax Services (ITS) effective January 1, 2018. It has been a pleasure to work with the team at Currie & McLain and I know that ITS will be able to offer the same excellent tax service clients came to appreciate from Currie & McLain.
Doug and I purchased the HOA and condo client base of Currie & McLain in September so that there was a firm ready to handle the audit and review services for homeowner associations and condo properties. C.O.R.E. Services does not do taxes, we refer that out to ITS and other firms who demonstrate superior client service. But we do offer the review services that are often required of businesses with bank loans and financial statement loan covenants.
So what does this mean for clients?
ITS will be able to do all your tax work and I would strongly encourage you to continue your relationship. With the integration of the preparation teams, there will actually be more qualified staff to work with clients.
For businesses who need attest work on their financial statements, C.O.R.E. would like the opportunity to work with you. Because we only focus on audits and review engagements we dedicate our resources to completing these engagements timely and effectively. We encourage you to have ITS prepare your business tax return while we do the procedures to be able to issue an opinion or conclusion on your financial statements.
C.O.R.E. emphasizes audits and reviews of common property associations – HOA’s, condominium associations and co-operatives. Doug and I have many years of experience in both the technical aspect of audits and reviews as well as many years of focus on these types of associations.
If you are on a condo or HOA board and are looking for a quote for an audit or review and are interested in working with a firm that dedicates itself to performing the right procedures to ensure that your management’s accounting is accurate, feel free to reach out to C.O.R.E. Services. If you would a referral for your taxes, either personal or business, we would be happy to give you the right referral based on your needs.
Have a great weekend. And congratulations to Leslie, Linda and Doug for taking such excellent care of their clients.