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 non-profit, HBL’s tax services do not begin with the preparation of returns. Rather, we view return preparation as the culmination of a planning process, the goal of which is to minimize or defer taxes. 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 myriad of state and local tax issues that may develop unique to your situation. We provide advice on new or pending legislation. We also provide expert assistance with changes in the law, such as the recently enacted domestic production deduction, research and development tax credits, and the telephone excise tax refund. Should you experience an examination, we can represent you before the Federal or State agency and the tax court.The HBL Difference
Preparation of all types of tax returns |
Tax projections and planning |
“What if” analysis of alternative business or investment decisions |
Multistate income taxation |
Initial year 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 |
Property, sales and use tax consulting |
Cost Segregation studies |
Audit representation including representation before the tax courts |
First CPA firm in Arizona to offer access to AZ Film Tax Credits benefits |

