Products & Services
Products & Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Tax & Accounting Services
- Accounting/ bookkeeping for businesses & individuals
- Tax preparation and planning for businesses & individuals
- Payroll preparation
- Preparation of of monthly and quarterly sales and payroll tax returns
- Annual preparation of W-2's and 1099's
- New business consultation
- Entity structuring
- Tax forecast and projections
- Form 990 preperation
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
sworman@hwealthg.com | (812) 831-3311