As 2025 draws to a close, now is the perfect time for Homeowners Associations (HOAs) to start planning for a successful 2026. At Atlantic & Pacific Management, we understand that proactive preparation ensures smooth operations, accurate financials, and stress-free community management throughout the year. Here’s a quick checklist to keep your association organized and ahead of schedule.
1. Confirm Your CPA Letters and Tax Preparation
All CPA letters should be signed and ready for your accountant to begin preparing association taxes. This step helps avoid last-minute delays and ensures compliance with state and federal regulations. Our management team is available to assist with organizing all necessary documentation and providing financial clarity before tax season begins.
2. Review and Finalize Year-End Financials
Before your year-end financial statements are complete, take time to review your financials and make any needed corrections. Catching discrepancies early helps maintain transparency and keeps your board and homeowners informed with accurate financial data. Atlantic & Pacific Management’s experienced team is here to help review, balance, and prepare your reports efficiently.
3. Set Up Your Annual Meeting Calendar
Plan ahead by setting your 2026 meeting calendar now. Include board meetings, annual meetings, budget reviews, and any community events. This proactive approach helps homeowners stay engaged and ensures board members have a clear schedule for the year.
4. Create Reminder Dates for Key HOA Requirements
Add key reminders to your yearly calendar for important deadlines such as:
- Reserve Studies
- Annual Disclosures
- Budget Approvals
- Insurance Renewals
- Community Inspections
By setting automated reminders, your HOA can stay on top of all compliance and maintenance requirements throughout the year.
Special Offer for New HOAs in 2025
Thinking about switching management companies? All new HOA clients who sign up in 2025 for 2026 HOA Services will receive one month of free service with a paid contract. Experience the difference that comes with four decades of trusted management, proactive service, and community care.
Celebrating Over 40 Years of Excellence
Atlantic & Pacific Management proudly celebrates over four decades of top-rated Homeowners Association Management (HOA) and ownership and development of multi-unit apartment communities. Our Pacific Division offers a full spectrum of HOA management and customer support services throughout San Diego County, representing communities in Encinitas, Oceanside, Solana Beach, Escondido, La Jolla, Del Mar, North County, and beyond.
Let us help you plan, organize, and optimize your HOA operations for 2026 and beyond.
Contact Dominic Cirillo: dcirillo@
Visit: https://aphoamgmt.
Call: (858) 672-3100