Income Tax Services For Management Firms

Income Tax Services for Management Firms

Expand Your Value. Strengthen Client Trust. Let Us Handle the Tax Work.

Partner with SMAART Company to offer professional, white-labeled income tax services to your HOA and condo clients—no extra overhead required.

Most management firms don’t have in-house CPAs, EAs, or IRS representation to handle Form 1120-H or 1120 filings. At SMAART Company, we bridge that gap by providing Income Tax Services for Management Firms, giving you a competitive edge without stretching your internal resources.

We serve as your behind-the-scenes tax partner—so your firm can offer more, retain more, and stay focused on what you do best: property management.

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Our Services

Annual Tax Return Preparation (1120-H / 1120)

Let us take care of tax compliance for your associations—accurately and on time.

  • Federal income tax preparation for HOAs and condo associations
  • Strategic selection between 1120-H and 1120 filings
  • Backup documentation for audits or lender requests
  • Fast, reliable electronic filing with confirmation
White-Labeled & Co-Branded Solutions

Offer professional tax services under your name—or ours.

  • White-labeled communications and branded deliverables
  • Flexibility to choose a fully managed or referral-based model
  • Custom intake portals for your managers and clients
  • Tax packets tailored to your firm’s format and process
Year-Round IRS Representation

Gain a tax partner with the credentials to handle complex issues.

  • IRS Enrolled Agents and Tax Court Practitioners on staff
  • Responses to IRS letters, penalties, or audit requests
  • Past-year filing corrections and amendments
  • Tax planning strategies for exempt vs. non-exempt income
Association Portfolio Coverage

One vendor, all your clients. Keep it simple and consistent.

  • Batch filing schedules across your client base
  • Multi-association coordination to reduce work for your team
  • Secure digital portals for document exchange
  • Discounts for volume or long-term relationships
Onboarding, Training & Manager Support

We make the process easy for your internal team and client boards.

  • Quick-start guides and manager toolkits
  • Tax calendar reminders and filing deadlines
  • Joint board presentations (optional) during budget season
  • Email templates and forms to streamline communication
Back-Tax Filings & Special Projects

Got clients with tax gaps? We can help clean things up quickly and professionally.

  • Preparation of delinquent returns (multi-year)
  • Review of incorrect filings by previous providers
  • State-specific compliance assistance if needed
  • Transition coordination for new associations
Active conversation. Group of business people that working on the project in the office

Why Choose Us?

No Need to Build a Tax Department

We offer the service and credentials—so you don’t need to staff or train internally.

Expand Your Services Without Expanding Overhead

Provide more value to clients while keeping your internal team focused on operations.

White-Glove Support for Your Managers

Your managers stay informed and supported—we do the heavy lifting.

Protect Your Relationship With the Client

We never upsell management services or contact your client without your approval.

Clean, Timely, and Audit-Ready Filings

Our reputation is built on precision, compliance, and peace of mind.

Flexible Pricing & Partnership Models

Choose flat fees, bundled pricing, or referral-based revenue sharing.

Frequently Asked Questions

Do you work with large and small management firms?

Yes. We support firms with as few as 3 associations and as many as 200+ clients.

Can you coordinate with our internal accounting team?

Absolutely. We work alongside your bookkeepers or accountants to complete tax packages quickly and accurately.

Will the service be white-labeled under our name?

Yes. You can choose between white-labeled, co-branded, or direct SMAART representation models.

Do you help associations with back taxes or IRS issues?

Yes. We resolve IRS letters, amend incorrect filings, and represent associations under audit.

Do we need to send all associations at once?

Not at all. Start with one or two, test the process, and grow the partnership at your pace.

Can you help with 1120 vs. 1120-H selection?

Yes. We analyze each association’s financials and recommend the most favorable filing structure.