Tax Planning & Strategies

Albert Einstein once said, “The hardest thing in the world to understand is the income tax.”

At HW&Co., we understand that you want to focus on what your business does best. Leave tax planning and strategies to us. Successful planning is critical to your financial goals. Given the dynamics of tax legislation, lean on HW&Co. We deliver up-to-date solutions to your short- and long-term tax planning objectives.

Who We Serve

  • Businesses
  • Nonprofit Organizations
  • Individuals
  • Employee Benefit Plans
  • Retirement, Estates and Trusts



Our Services

HW&Co. accountants serve as trusted advisors. Through extensive research, we interpret tax law. Additionally, we educate clients on changes that may cause an impact. Our focus is on optimizing taxes, strategy and connecting you with professionals including HW financial advisors, attorneys and bankers.

Tax Planning & Strategies
Tax Compliance Services
Tax Return Preparation

Our advisors specialize in Tax Planning & Strategies including:

  • Potential sale of a business
  • Succession planning
  • Wealth transfer planning

We educate our clients on Tax Compliance Services such as:

  • Federal income taxes
  • State and local taxes
  • International compliance
  • Trusts and estates
  • Employee benefits plans

Let us handle your Tax Return Preparation and all the forms that come with it:

  • Individuals – Form 1040
  • Partnerships – Form 1065
  • S-Corporations – Form 1120S
  • Corporations – Form 1120
  • Trusts – Form 1041
  • Estate & Gift – Forms 706 & 709
  • Benefit Plans – Form 5500
  • 1099 Forms
  • Quarterly estimate payments as needed