Tax Services

HBL provides clients with constructive, creative and reliable tax planning strategies while continually reviewing tax developments and changes in regulations to remain current. Whether individual, business, trust, estate or nonprofit, HBL's tax services do not begin with the preparation of returns. Rather, we view return preparation as the culmination of a planning process. Our experienced team can help you sort through those critical entity classification and tax election issues. With the resources of CPAmerica, we can decipher the numerous state and local tax issues that may develop unique to your situation. We provide advice on new or pending legislation and changes in the tax law.

• Preparation of all types of tax returns
• Tax projections and planning
• "What if" analysis of alternative business or investment decisions
• Multistate income taxation
• Entity selection and other tax election decisions
• Conversion to S Corporation status where appropriate
• Special allocation reporting based on contractual agreement
• Estate planning including assistance through post-death tax issues
• Effective response to tax notices
• Sales and use tax consulting and filing assistance
• Benefit Plan administration function related to filings compliance
• Preparation of personal property tax reports
• Business purchase or sale consulting
• Cost Segregation studies

Meet the Team - You've Got the Cutest Little Baby Face!

Lori Beine
Professional Staff

"I grew up in Arlington, TX. I have two sisters and a brother. We enjoyed going to the lake every weekend during the summer. "

 

 

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