Rancho Santa Fe Association switches audit service firms
The Rancho Santa Fe Association has a new certified public accountant firm to provide accounting services related to its annual audits. The board approved the appointment of Gary Porter of the firm Hinricher, Douglas and Porter LLP of Thousand Oaks.
Porter is acknowledged as one of the top homeowner association CPAs, according to Association Manager Bill Overton. Porter replaces AKT, the firm that had done the Association’s audits for the past seven years.
The Association put out a “very comprehensive” request for proposals relating to services for the annual audit, 401k audit and 990 Informational Tax Return. The RFP was sent to nine firms in addition to AKT, and six finalists were formally interviewed on June 22.
The Association’s subcommittee members — Fred Wasserman, Steve Charton and Philip Larsen — unanimously recommended Porter as the ideal candidate.