Personal tax and accounting services
Comprehensive tax preparation and bookkeeping assistance for US taxpayers
Our tax preparation and representation services for individuals and families ensure you don’t miss any opportunities or overpay, and that you don’t stand alone when dealing with the IRS. We have the broad knowledge and experience that comes from providing accounting and tax planning services year round, not just during the few months of tax season.
HBI Tax offers the following individual and family tax and accounting services:
Tax Planning and Return Preparation Services
Expect expertise and peace of mind from your tax advisor. We view our relationship with each client as an ongoing partnership and strive to provide quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and maximize your future opportunities.
Estate Planning
Get ahead of your estate tax planning. No matter your net worth, it’s important to have a basic estate plan in place to ensure your family’s needs and financial goals are met after you pass. Your assets include your investments, retirement savings, insurance policies, and real estate and/or business interests. We help you make sense of the many changing tax requirements and minimize your spouse and family’s tax liability.
Our firm works frequently with:
- Estate Planning & Estate Tax Return Filing (Form 706)
- Trust Planning & Trust Tax Return Filing (Form 1041)
- Gift Planning & Gift Tax Return Filing (Form 709)
Tax Representation
Need help dealing with the IRS or the State? HBI eases the stress that can last for months or even years by dealing directly with the federal and/or state audit agency on your behalf.
Our firm is practiced in assisting with:
- IRS Audit Representation
- IRS Penalty Abatement
- Amended Tax Return Preparation
- Back Tax Return Preparation
- IRS Levy & Seizure Prevention
- Payroll Tax Settlement
Have tax-related questions?
Take a look at our informative resources.
Want more information on our services?
Please fill out the form below or call us at +1 (863) 968-1010
Harding Bell International
Newsletter
Sign up now!