FINANCIAL STATEMENT AUDIT, REVIEW COMPILATION ENGAGEMENT LETTER by lfl12074

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									                                                                                                                     Members American Institute of
                                                                                                                      A Professional Corporation
                                                                                                                      Members American Institute of
                                                                                                                     Certified Publi
                                                                                                                         Certified Public Accountants /
                                                                                                                         Oregon Society of Certified Public
                                                                                                                         Accountants

                               FINANCIAL STATEMENT AUDIT, REVIEW & COMPILATION
                                         ENGAGEMENT LETTER REQUEST

           Please provide a proposal for the following service:

                                  Audited              Reviewed               Compiled                Tax
                                 Financial             Financial              Financial             Preparation
                                Statements            Statements             Statements

           For Fiscal Year Ended
           General Information

                               This Association has never had a financial statement audit, review or compilation.

                               This Association had a previous financial statement audit, review or compilation.
                               If the Association has had a prior review, audit or compilation performed,
                               has the CPA who performed this service been paid?             yes       no
                               Are there any disagreements with the CPA over accounting principles?
                               (please describe)



           Is the Association self managed or managed by a community management company?
           (please provide the name of the management company)



           Association Name:

           Association Address:

           Is this a condominium or planned unit development?

           President's Name:

           Does the Association have any sub-Associations?

           Total # of Units:                                 Year Association Was Established*:
                                                                 (                                    )
                                                                 (*This is the date on the declaration)

           Have there been any unusual items during the year being audited i.e. litigation, developer activity, other?



           Are there any special assessments?

           Are there any transactions with the declarant?

           Will the financial statements be prepared on a cash or accrual basis of accounting?

           Please send the proposal to:

           Name:

           Phone:

           E-mail address:

           Address:




3407 SW CORBETT AVENUE
PORTLAND, OREGON 97239
PHONE (503) 227-1165
FAX (503) 227-1423
E-MAIL CPA@SchwindtCo.com
www.SchwindtCo.com

								
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