Schwindt & Co

Certified Public Accounting Firm Offering Tax, Financial, and Reserve Study Services

Certified public accountant in Portland, OR (show on map)

5.0

★★★★★

2 reviews

Full-service CPA firm specializing in tax, auditing, review, compilation, and reserve study services for homeowner associations, businesses, and individuals in Oregon and Washington.

Call (503) 227-1165

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About

Schwindt & Company is a full-service CPA firm located in Portland, Oregon, specializing in providing tax, auditing, review, compilation, and reserve study services. Currently serving clients in both Washington and Oregon, Schwindt & Company provides services to over 600 homeowner's associations in the Pacific Northwest.

In addition, the firm works with many small businesses and business owners, providing a wide range of industry-specific services. The team of highly qualified personnel keeps abreast of changes in tax and reporting to assure clients are well served. Their goal is to act as a resource to boards of directors and other decision makers.

Dedicated team of professionals for homeowner's associations

Four levels of reserve studies including preliminary for未constructed communities

Over 40 years of experience in public and private accounting

Author of The Condo Book providing guidance on community association home buying

Member of the CPA Alliance providing coast-to-coast service

Services

Tax Services for Businesses

Tax planning and compliance services ranging from structuring investments in new businesses to real estate acquisition tax planning, including tax return preparation and review.

Tax Returns Tax Planning & Consulting Profit Advising Real Estate Acquisitions Tax Planning Corporate Tax Services Partnership Tax Services (Including Limited Liability Corporations)

Financial Statements

Preparation of financial statements for homeowner's associations, from complex tax preparation to maintaining compliance with local and federal regulations.

Complex tax preparation Compliance with local and federal regulations

Audits

CPA investigation of financial information to determine if reported amounts are materially correct, including analysis of internal controls and communication of weaknesses to the board of directors.

Financial information investigation Internal controls analysis Weakness communication to board

Reserve Studies & Maintenance Plans

Complete reserve study and maintenance plan preparation to avoid unexpected costs, with four levels of reserve studies available.

On-site and off-site services Four levels of reserve studies Maintenance plans Board guidance on budgeting tools

Tax Services for Individuals

Tax preparation, planning, and tax consulting for business owners and individuals with high net worth or complex tax situations.

Tax preparation Tax planning Tax consulting

Level I – Full Reserve Study

Full reserve study including site visit, best for associations getting their first reserve study or doubting the accuracy of a previous one.

Includes site visit For first-time reserve studies For doubting previous study accuracy

Credentials & Certifications

Certified Public Accountant (CPA)

Certified Reserve Specialist (RS)

Member of Oregon Society of Certified Public Accountants

Member of American Institute of Certified Public Accountants

Member of Community Associations Institute

Member of Association of Professional Reserve Analysts

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Schwindt & Company offer? +

Schwindt & Company offers tax, auditing, review, compilation, and reserve study services for homeowner associations, businesses, and individuals in Oregon and Washington.

How many homeowner's associations does Schwindt & Company serve? +

Schwindt & Company serves over 600 homeowner's associations in the Pacific Northwest.

What are the four levels of reserve studies offered? +

Level I – Full Reserve Study (includes site visit), Level II – Update with site visit/on-site review, Level III – Update no site visit/off-site review, Level IV – Preliminary for community not yet constructed.

Does Schwindt & Company serve businesses? +

Yes, Schwindt & Company provides tax and financial services to businesses, including tax planning, compliance, profit advising, real estate acquisitions tax planning, corporate tax services, and partnership tax services.

Does Schwindt & Company serve individuals? +

Yes, Schwindt & Company provides tax preparation, planning, and consulting for business owners and individuals with high net worth or complex tax situations.

What is The Condo Book? +

The Condo Book is a book authored by David T. Schwindt that guides readers through buying a home within a community association, explaining how homeowner associations are formed, operated, and governed, and offering best practice tips.

Where is Schwindt & Company located? +

Schwindt & Company is located at 10121 SE Sunnyside Road, Suite 300, Clackamas, OR 97015.

What is the phone number for Schwindt & Company? +

(503) 227-1165