Business Details
Trusted CPA Services in Clackamas, OR
Schwindt & Company & Company is a full-service CPA firm dedicated to delivering comprehensive tax, financial, and reserve study services. With decades of experience serving homeowner associations, businesses, and individuals across Oregon and Washington, we prioritize personalized solutions tailored to each client's unique needs. Our team of certified professionals specializes in audits, tax planning, and reserve studies, ensuring compliance and financial clarity for over 600 homeowner associations in the Pacific Northwest. We emphasize transparency, expertise, and client education, empowering boards and individuals to make informed financial decisions. Our commitment to excellence is reflected in our certifications, including Certified Public Accountant (CPA), Certified Reserve Specialist (RS), and Professional Reserve Analyst (PRA).We actively engage with industry organizations like the Community Associations Institute to stay ahead of regulatory changes and best practices. Our mission is to provide exceptional service without unnecessary costs, focusing on accuracy, communication, and timely delivery. Through our published resources, such as 'The Condo Book,' we further support clients in understanding complex financial and governance issues. By combining technical proficiency with a client-centric approach, we aim to be a trusted partner in achieving long-term financial stability for all our clients.
Services
Tax Services
Reserve Studies
Financial Audits
HOA Consulting
Maintenance Plans
Tax Planning
Corporate Tax Filings
Financial Statements
Board Training
Community Governance
Highlights and features
- We offer 40+ years of CPA experience in tax and reserve study services.
- Our team serves 600+ homeowner associations across the Pacific Northwest.
- We provide personalized financial guidance without unnecessary services.
- Our CPAs hold specialized certifications in reserve analysis and accounting.
- We authored 'The Condo Book' to educate clients on association finances.
Services
Reserve Studies
Our reserve studies help homeowner associations plan for long-term maintenance needs through detailed assessments of shared components. We offer four levels of service, including on-site evaluations and updates, to ensure accurate budgeting. Our team works directly with boards to explain findings and implement sustainable financial strategies.
Tax Services
We provide comprehensive tax preparation, planning, and consulting for businesses and individuals. Our services include corporate tax filings, partnership returns, and strategic tax-saving solutions tailored to clients' financial situations while ensuring compliance with federal and state regulations.
Financial Audits
Our audits verify financial statement accuracy through thorough examination of records and internal controls. We identify weaknesses and provide actionable recommendations to improve financial management practices for homeowner associations and businesses seeking credible financial reporting.
HOA Consulting
We offer specialized consulting for homeowner associations covering governance, financial management, and compliance. Our experts guide boards on best practices, budgeting, and regulatory requirements to maintain organizational stability and member satisfaction.
Maintenance Plans
Our maintenance plans help associations preserve shared property value through scheduled upkeep. We develop customized strategies to extend component lifespans, reduce repair costs, and maintain community aesthetics while aligning with reserve study recommendations.
People
David T. Schwindt
Owner
David T. Schwindt & Company & Company, CPA, has 40+ years of accounting experience, specializing in homeowner association services. He authored 'The Condo Book' and holds Reserve Specialist certifications, serving over 500 associations in the Pacific Northwest.
Questions
What services does Schwindt & Company & Company & Company offer for homeowner associations?
We provide audits, reserve studies, financial statements, tax returns, and governance consulting to help HOAs maintain financial health and compliance.
Do you serve clients outside Oregon and Washington?
While our primary focus is Oregon and Washington, our expertise in community association accounting can support clients nationwide through specialized consulting.
How do your reserve studies benefit HOAs?
Our four-level reserve studies help associations plan for long-term maintenance needs, avoid unexpected costs, and ensure financial stability through site visits and detailed analysis.
Can you assist with complex individual tax situations?
Yes, we specialize in tax planning and compliance for high-net-worth individuals and business owners with complex financial structures.
What makes your firm different from other accounting firms?
Our niche focus on community associations, combined with CPA certifications and authorship of 'The Condo Book,' provides unique expertise in HOA financial governance.
Do you offer electronic tax filing options?
Yes, we support electronic filing for Form 1120-H and other tax documents to streamline the process for our clients.
Reviews (4)
Chris H.
Aug 30, 2021
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We hired them to perform a true-up accounting for a condo construction project. They returned the numbers and the board was able to take action to provide a final accounting to owners so that they could pay off the assessment or sell their homes. It turns out the final numbers were wrong, and weren't corrected until one day before I was set to close on the sale of my condo. This error killed the sale. Avoid them if you need accurate and time-sensitive accounting services.
Timothy Lunsford
Jan 20, 2021
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Schwindt and Company has always provided knowledgeable, professional, and timely service over the many years I've done business with them.
Mike V.
Feb 20, 2019
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Professional, Compassionate, and extremely knowledgeable. They take time to understand your needs and begin from there to find you the very best possible creative ideas & solutions.
Christie B.
Oct 14, 2017
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I was very disappointed to learn that my tax return had been outsourced to India. I won't be back
