Tax Advisory Services

The Early Bird Gets the Savings

We don't just prepare tax returns – we work with our clients all year long.

taxes

Planning Ahead

HD Growth Partners is a different kind of advisory firm. We don't just prepare tax returns – we work with our clients all year long to save them money on their taxes. We do our best work for clients when we’re included early in a planning capacity. Developing and executing a strategy throughout the year is where the real tax dollar savings happen.

People might wonder what our team does the rest of the year after tax returns are filed. Well, we are keeping in touch with our clients throughout the year. We don’t want to see you overpay the IRS any more than you want to, and the key to keeping that from happening is early planning and intervention.

Our Tax Planning Process

  • 1

    Gather Info

    We'll gather the prior year tax return, your year-to-date paystubs, other relevant statements and ask some questions about your expected year ahead.

  • 2

    Get Together

    We'll set up a meeting to go over everything and provide our recommendations.

  • 3

    Implement Strategies

    We'll help you implement the recommended strategies so you can begin reducing your taxes.

Tax Advisory and Prep Prices

Year-round Tax Advisory & preparation services for all of your needs!

Individual Tax Return, Tax Planning & Consulting

starting at $1,200/annually

1041 Trust, 1065 Partnership, 1120S Corporate and 990 Exempt Organization Tax Returns

starting at $1,500/annually

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"Luck is what happens when preparation meets opportunity.”

Reach out today and let’s get a consultation scheduled.

These are our Tax Advisory champions, to see the full team click here.