Tax planning is the process of organizing your financial affairs to minimize tax liability. It's crucial for optimizing your financial situation and ensuring you pay the least amount of taxes legally required.

The earlier, the better. Ideally, tax planning should begin at the start of the year or as soon as significant financial changes occur. Proactive planning allows for more effective strategies.

Typically, you'll need W-2 or 1099 forms, receipts for deductions, records of income, and other relevant financial documents. We provide a checklist to help you organize everything.

Yes, we provide audit support. We'll help you gather the necessary documentation, communicate with the IRS on your behalf, and work to resolve any issues.

Estimated tax payments are periodic payments made to the IRS and state tax agencies to cover taxes on income that is not subject to withholding. We can help you determine the appropriate amount and deadlines.

We keep our clients informed through regular updates, newsletters, and personalized consultations. Additionally, we provide resources and guidance on staying abreast of tax law changes. Follow us on IG, Facebook, and LinkedIn @hillmanfinancialservices to stay informed.

Yes, we specialize in multi-state tax matters and can ensure compliance with the tax laws of each jurisdiction. We'll help you navigate the complexities of filing in multiple states.

Common mistakes include math errors, missing deductions, and filing late. We provide thorough reviews to catch these errors and ensure accurate and timely filings.

Our fees are transparent and based on the complexity of your tax situation. We provide a detailed breakdown of services included in each package, ensuring you know exactly what to expect.

Tax services can be taken from your refund via a 3rd party bank or paid up front out of pocket. We give each client the option to choose whichever option is in the clients best interest. All fees will be discussed upfront before filing and signatures obtained on your return.

Tax preparation is a service rendered and regardless of issues with the IRS tax preparation fees are still due. If a client's tax refund is recovered from another financial institution due to a debt, an invoice will be forwarded to said client for tax preparation fees. Failure to pay preparation fees will result in loss of future business with Hillman Financial Services or civil action if deemed necessary.

Hillman Financial Services has a 5 star google review rating, and we pride ourselves on being honest, transparent, and working with clients if an issue arises. If any service is rendered unsatisfactory Hillman Financial Services is committed to a money back guarantee which can be discussed with the owner directly.

We will not turn a client around because the amount of work that is needed may be costly. 50% of Preparation is due for clients paying up front BEFORE services are rendered. Payment arrangements can be discussed directly with the owner of Hillman FSC and will be handled on a case by case basis. We would love to still earn your business.