Hi Pamela,The kind of guide you're trying to create can already found all over the internet and are very easy to find and some of them, written by other real estate agencies, are pretty good.

@Donald Hatter We send the information to a collection agency who attempts to recover the money; after they make several attempts they place it on their credit report. 

Collecting rent rolls, walking properties, learning who's doing the best in our sector/niche and how they're doing it, finding partners, all of these things I'm fairly good at, as I've been doing this for my recruiting agency for the past 3 years.

Goosehead is a franchised agency.  

I can put in touch with a couple of local insurance agencies.  

Is there an ombudsman or some central HOA agency that can help non-Board owners?

Please advise.ThanksMel I'd recommend a local Independent Agency that has access to multiple markets including surplus lines

If you hire someone typically they are the ones providing this information, but if someone is paying you, then yes they need this information for tax purposes.BTW - I would say your SS# has been hacked so many times and is on the black market already this is why we monitor ours through other parties or just lock it down at experian and other agencies if you are concerned about it.

The virtual agency, The Real Estate CPA, was featured on Bigger Pockets and has their own podcast but I have not found any reviews for them. 

Originally a 30 year lease, theres about 20 years left to an advertising agency.