Client Services

Our firm offers a wide range of services to our cooperative and condominium clients. Because of our size, our clients benefit by getting personalized, quality service. Below we have listed the services that we offer. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

We provide the following services:




Quarterly and semiannual financial information

Tax return preparation

Representation during tax audits

Calculation of shareholder tax deductions (mortgage interest and real estate taxes) as required under IRC Section 216

Assistance in the annual and long-term budgeting process

Income and expense projections

Recommendations for accumulating and investing reserves

Calculations as required under various legal agreements (leases, loan agreements, etc.)