Services Offered
Tax Planning & Strategy
Proactive tax strategy services to identify savings opportunities and optimize financial outcomes for businesses and individuals.
Tax Preparation & Compliance
Accurate and detailed tax return preparation, ensuring compliance with all regulations and deadlines.
Business Accounting Services
Comprehensive accounting solutions for small businesses, including bookkeeping, financial reporting, and advisory services.
Real Estate Tax Expertise
Specialized tax services for real estate professionals, handling complex LLC structures and investment properties.
Financial Advisory
Personalized financial planning and advice to help clients achieve their business and personal goals.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
M
M Z
via Google
2 months ago
Phil and his team are quite the accounting combo! Amy is consistently all over it, and Phil's watchful of everything. Our business wouldn't be able to do without him! Thank you for all your work! Mark
R
Ryan Dietrichvia Google
11 months ago
Phil & Max were INCREDIBLE with tax strategy & compliance. Communication was great. Attention to detail was amazing. Max was generous with his time. And the tax strategy component was next level. Our tax return is real estate heavy, and Max had the expertise to knock it out of the park. Would highly recommend.
P
Peyton Zachrichvia Google
about 1 year ago
Phil and Max do an incredible job at tax strategy for real estate professionals. My background is in finance and I have 10+ different LLCs, and I am continually impressed by the way they find opportunities for legitimate savings and effective strategy.
K
Katrina Pankuchvia Google
about 1 year ago
Kelly is ABSOLUTELY INCREDIBLE! We interviewed so many CPA firms locally, with many of them ghosting or providing incorrect information/advice. After our initial visit with Kelly, we knew we found the right firm! She is so knowledgeable, responds quickly to every request and question, digs through every detail to solve every puzzle, and goes above and beyond in every way. She's personable and helps to explain every option to ensure we make the best financial decisions for our business and personal goals. I cannot recommend Kelly and the H&W team enough! Thank you for all you do!!!!
T
Toph Sheldonvia Google
about 1 year ago
I've known Rob and Phil personally for 5+ years. They are outstanding CPAs who provide exceptional tax planning and tax preparation services to their clients. They are proactive, diligent, and always have their client's best interests in mind. I would highly recommend them and their team to any small business owner who needs a full service CPA firm.
