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.
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:
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:
Have tax-related questions?
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