Tax Services
Tax laws are complex and ever changing. Additionally, tax situations of businesses and their owners are often difficult to separate from one another. A trusted tax advisor can consider the tax ramifications of all parties when providing tax compliance, planning and advisory services.
The tax engagement team of H&M is composed of trusted tax advisors with the depth of experience and talent to help you minimize unnecessary tax burdens and optimize your tax advantages.
H&M has expertise in a comprehensive group of tax compliance, planning and consulting services:
Individual and Family
H&M has a long history of working with individuals and families. Our tax specialists can help you minimize your taxes today as well as plan for the long term. We want to be your source for trusted, efficient, and valuable tax preparation and planning services. All our work is tailored to the individual's needs and is integrated for federal, state and local taxes.Small and Large Businesses
H&M has been working in the local business community since its founding in 1919. As your neighbors, we are uniquely able to know your business, understand your expectations, anticipate problems, and propose solutions in all areas of business tax compliance, planning and advisory services.Our tax professionals assist clients in all types of business traditional tax as well as special tax engagements such as:
- Section 1031 Exchanges
- Valuation Services
- Mergers & Acquisitions
- Cost Segregations
- R&D Credits
Estate, Gift and Trust
Effective wealth management and estate planning are deeply personal matters. H&M has the experience and expertise to work with your family members and trusted advisors to develop a plan to reduce your tax burden, both near and long term; ensure your wishes are carried out; and accomplish a smooth resolution of your tax and estate matters.Non-Profit Organizations
Non-Profit organizations have unique reporting requirements that have changed substantially in recent years. H&M has the expertise to assist in the preparation of the new revised Form 990 as well as Form 990EZ and Form 990PF.Tax Controversies/Audits
An IRS examination or audit can disrupt your business operations and, if not handled properly and controlled, can materially affect your relationships with third parties and shareholders, and ultimately your bottom line.State And Local Tax (SALT)
The state and local tax environment is becoming more complex as states and local governments aggressively pursue limited tax dollars resulting in increasing risk and cost of compliance. Accordingly, dealing with state and local taxes can be expensive and confusing. Our SALT professionals are poised to assist you with these complex and ever-changing laws and regulations.Our alliance with PKF provides your company with all of the niche tax resources of a national or international accounting firm without the built-in cost.
