Keep pace with a changing tax environment
Improve profitability with the right strategy
Tackle tax problems before they occur
Tax professionals and advisors who keep you moving forward with confidence.
As a successful professional, you need to understand the tax ramifications of your financial decisions before you make them. The challenge is that today’s tax environment is constantly changing and complex. HoganTaylor’s experienced tax consultants are vigilant through extensive research and real-time monitoring. We keep pace with current regulations so you don’t have to, and we help you and your organization decide the best direction based on your circumstances and objectives.
Tax advisory and compliance services to help you reach your goals
Innovative Solutions to Improve Profitability
Through comprehensive and innovative value-added tax services, our tax professionals work by your side to plan and implement strategies that can improve the profitability of your business. We encourage innovative thinking and foster an environment where people are motivated to bring new ideas to the table. The difference is evident in the variety and reach of tax services we provide to corporations, partnerships, limited liability entities, individuals, trusts and not-for-profits.
Big Firm Expertise, with a Personalized Approach
At HoganTaylor, we’re big enough to have significant expertise, while keeping partners and managers connected to our clients. This is a significant difference between HoganTaylor and larger, national firms. We have access to the highest level of skill, while remaining quick and responsive through local decision-making.
Identify Opportunities and Problems in Advance
Through our three-dimensional approach, every tax engagement can be coordinated with our equally skilled audit, accounting and financial services teams in order to create the synergy needed to help identify tax problems and opportunities before they occur.
Comprehensive tax services include:
Compliance
Income tax return preparation for individuals, businesses, estates and trusts, non-profit organizations and qualified plans
Sales and use tax reporting
Ad Valorem tax reporting
Franchise tax reporting
Consulting
Ad Valorem tax planning
Franchise tax planning
General business operation
Business transition consulting
Business acquisition and sale consulting
Tax consulting services also bridge into:
Investment planning
Cash flow planning
Life goal planning
Risk management planning (insurance)
Retirement planning
Family transition planning
Charitable gift planning
Industries and Areas of Specialty:
Business Services
Construction
Corporate Partnerships and LLCs (organization, operation and dissolution)
Entertainment
Manufacturing
Medical and Dental
Multi-state tax
Non-profit
Oil and gas
Professional services
Publishing
Real estate
Retail
Sports
Tax Department Outsourcing
Estate Planning Services
You’ve worked hard for your success and leaving a lasting legacy for future generations is paramount. To achieve a lasting legacy, you need comprehensive estate planning advice that is customized for your unique goals. Our team of business advisors and CPAs seeks to elevate the work of your existing advisors through enhanced wealth succession strategies, innovative planning tools, and the financial guidance you need to achieve your long-term goals.
"HoganTaylor are very effective advocates."
“HoganTaylor are very effective advocates. Just like you need the right attorney if you get in a certain situation, I think you want people who, when questions come up, can communicate and represent you in an effective way. With Hogan Taylor, I'm pleased with the way they handle conversations about us, or our business, with other parties.”
— Diana Adams, Adams Investment Company
"We love helping clients solve problems."
“We really enjoy our work and we love helping clients solve problems. We bring peace of mind to our clients when it comes to their taxes — for the unexpected or the every day — we can help you find the best solution. Whether it’s solving succession issues, thinking through estate plans, or just being there to listen, my job is to provide peace of mind so that our clients feel confident.”
— Tony Otto, CPA/ABV, CVA, Lead Tax Partner
Let’s work together.
Talk to a HoganTaylor Expert
Have a conversation with our experienced advisors. We listen, get to know you, your company, and your goals.
We Take Your Business to Heart
Move Forward with Confidence
Tax Thought Leadership
Year-End Gifts and the Gift Tax Annual Exclusion
Many people want to make gifts of cash and stocks to loved ones during the holidays and at year-end. If properly used, the annual exclusion allows you to give to family members and loved ones.
Read more.
Beware of “Wash Sales” When Selling Securities
If you’re planning to sell capital assets at a loss to offset gains you realized during the year, beware of the “wash sale” rule.
Read more.
Something So Simple Can Cause So Many Problems
There are multiple ways to add your child or family member to the title to your home. However, once it is filed at the courthouse, it is a done deal.
Read more.