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.
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.