Tax planning is essential for a number of reasons, some of the most prominent being:

  1. To increase and preserve wealth
  2. To minimize income taxes – federal, state, and foreign
  3. To minimize estate and gift taxes
  4. To minimize property taxes
  5. To minimize taxation on business transactions
  6. To minimize the “tax drag” on investment portfolios during the accumulation phase and during the decumulation phase of a person’s  investment life cycle.

We work frequently with our clients and their other advisors to execute tax planning strategies, ranging from simple and straightforward to very complex.

Let's develop your tax strategy today, contact us.


At the core of almost all successful CPA tax practices is an efficient tax preparation function. We prepare thousands of federal and state returns annually. When busy season peaks, all of our tax personnel, and quite a few of our audit professionals, use the latest technologies to prepare and file tax returns for our clients. We have experience with every kind of taxable and pass-through entity. We have filed tax returns in almost all, if not all, states that have income taxes.


Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. We can assist you in a sales tax audit.


Effective wealth transfer planning provides security for a surviving spouse and facilitates the orderly transfer during one’s lifetime and at death of assets to one’s beneficiaries. Thoughtful wealth transfer planning can reduce or eliminate the wealth transfer taxes on the transfer of a business and other assets through lifetime gifts and at-death transfers. For business owners, effective estate planning can provide for business continuity and succession of ownership.  This kind of planning is complex. Working with other members of you advisory team, we can guide you through this important process.


Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company... ) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.


During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can provide our clients skilled representation before the various federal and state tax agencies.


We deal regularly with taxation of U.S. residents working abroad, foreign citizens working in the United States, inbound investments, outbound investments, and U.S. businesses operating in foreign jurisdictions, either directly or through controlled entities. We have experience in transfer pricing and have access to extensive transfer pricing expertise at BDO through our membership in the BDO Alliance USA. The Alliance allows us to access, for our clients, tax expertise in 151 countries.


For over 40 years, HM&M has been providing successful taxation services. We are proud of the reputation we have in the community and the global resources we have to offer. Our highly experienced team is committed to your success.

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