We focus on the delivery of high-quality, value-added tax services to our clients, catering to individuals, closely held and private partnerships, nonprofit entities, corporations and LLCs.


We Believe There Are Two Critical Aspects To Our Client's Tax Needs


Proactive Planning Strategies

Tax planning helps identify opportunities to maximize tax strategies specific to your situation and minimize the possibility of surprises. By building a close working relationship with you, we're able to gain intimate knowledge surrounding your unique situation—allowing us to assist you in the execution of these strategies. Planning is continuous and requires frequent communications to help forecast, modify and minimize the tax liabilities incurred.

Effective Reporting & Compliance

The planning work we do with our clients is essential to ensuring that federal and state income, sales/use, property, payroll and other income and transaction tax issues are accurate and filed on time. We use our expertise in tax compliance and tax consulting to assess your tax reporting obligations, and then proactively assist in meeting  your compliance requirements and deadlines, with appropriate consideration given to special circumstances.



Integrating Your Personal Tax Needs Is Part Of Our Process

Having a CPA firm with the ability to integrate both business and personal income issues is crucial when it comes to deploying the best holistic tax strategies available for your unique situation. At HHLB, we factor in every aspect of your personal and financial considerations into your plan, including option holdings, retirement needs, wealth accumulation, personal goals, family issues and succession planning.


Tax Service Offerings

  • Tax planning and return preparation
  • Sales and use tax consultation and audit defense
  • Multi-state consultation and return preparation
  • Sale or purchase of a business/Mergers and acquisition consulting
  • Stock option planning
  • IRS communications and representation
  • Net Operating Loss (NOL) and Tax credit utilization
  • FIN 48 Analysis
  • Retirement strategies
  • Estate planning
  • Gifting and wealth transfer planning
  • Section 382 calculations (change in control limitations on NOL carryforwards)


For More Information, Contact Bill Holben, Eric Lake or Craig Hay.