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Engagement Request Form

Engagement Request Form Learn About Condo & HOA Services

Click here to download PDF version

STEP 1 of 2

Please complete the following:

* If not applicable, please enter N/A

Type of Engagement 1. Standard Audit and Tax Return
2. Turnover Audit
3. Review and Tax Return
4. Compilation and Tax Return
5. Tax Only
6. Other
If other, please explain
Engagement Year End(s) mm/dd/yy *

Community Name *
Number of Units *
Annual Budget (including reserves) *
Manager Name *
Management Company *
Phone Number *
Fax Number
Mailing Address *
Email *
How would you like us to send your engagement letter Email

Special Assessment  No
Bank Loan  No

STEP 2 of 2

Documents needed for proposal:

  • Prior year accountants report (CPA report)
  • Prior year tax return
  • Budget for engagement period
  • Most current internally prepared financial statement

Securely upload your documents (Secure File Upload) or email them directly to Shari Whitcomb at

If you should have any questions please call (305) 273-0008

We will fax, email or mail you an engagement letter within 24-48 hours.