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Phillips Harvey Group specializes in providing assurance, tax, and consulting services to associations within the local region. Our professionals are knowledgeable about the regulations that fall under Common Interest Realty Associations. From condominium to homeowner associations, our firm comes alongside our clients to provide current industry information and accounting standards. Our goal is to provide service at the highest level while providing our clients with best practices information, to enhance their operations and the individual homeowner experience.

PHG serves associations that consist of both self-managed associations – condominiums, homeowners, master and commercial and those operated by property management companies.  We also provide added value through trends and benchmarking reporting to help associations make stronger decisions and forge a better future plan.  We help clients identify and understand their specific challenges and provide sound financial advice throughout the year.  Our team has broad technical knowledge and numerous resources to help your association to be more successful in future days ahead.  We have developed some specific professional services applicable to your industry such as:

  • Post turnover reviews
  • Compliance reporting and review
  • Turnover audits
  • Internal control reviews and/or assessments
  • Special assessment reporting and disclosures
  • Budgeting and forecasting
  • Capital projects and financing
  • Issue tax opinions (IRS issues)
  • Reserves for future major repairs and replacements accounting
  • Consultation for CIRA accounting and Florida Statutes