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Tax Services

HBW Partners Tax Services, our affiliate office, recognizes that every investment recommendation an advisor makes has a tax consequence. The tax services division was founded to help both clients and preparers learn the ins and outs of taxes. There are over 3,700,000 words in the federal tax code and they are here to provide guidance and stability as you navigate through this extensive code.

Founded in 2014, HBW Partners Tax Services provides only high-quality, low pressure services for our clients. Their highly trained staff is here to help you with all your tax preparation and planning needs. Those planning services include:

Client Centered

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring years of experience in dealing with tax matters and IRS audit procedures to help ensure that you are properly represented when dealing with the IRS and other tax authorities.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to help reduce federal, state or local tax liabilities.We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

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