For HOA & Condo Boards

Request a Board Proposal

A clearer way to define your community’s management needs. Build a concise board brief, review it before it is sent, and connect with a local PHS professional for a customized proposal.

A board-friendly process

Clear information. No pressure. Better preparation.

01

Build Your Board Brief

Answer a few practical questions about your association, priorities, and timing. Nothing is sent while you are completing the brief.

02

Review & Send

Your board contact reviews the concise request on the final step and chooses when to submit it to the shared PHS and Professional Taxes team.

03

Local Follow-Up

A PHS professional reviews the request and reaches out within one business day to discuss a tailored next step for your community.

Board proposal builder

Build a clear brief for your board.

A few practical questions help us prepare a more useful next conversation.

No automatic submission

Step 1 of 4 · 25% complete

Step 1 of 4

Tell us about your association.

This helps PHS understand your community’s scale and whether it is within our immediate Charlotte County service area.

Association type *

For your protection: Please do not include Social Security numbers, bank details, owner rosters, financial statements, passwords, or other sensitive information. We will provide a secure method if documents are needed.

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