A Proactive & Holistic Approach to Tax Planning

Hammernik & Associates offers proactive and holistic tax planning and consulting services for business owners, real estate investors, and high-net-worth individuals. This company aims to help clients maximize their potential, grow their business, and legally minimize their tax burden. The firm combines proactive planning with a virtual family office experience.

Comprehensive Tax Planning Services for Individuals and Businesses

This group provides personal planning focusing on financial planning, investments, retirement, social security, college expenses, safe money options, and advanced planning. Personal tax reduction, asset protection, and legacy planning are also key areas of expertise. Trust, estate, and charitable planning, along with insurance and risk management, are offered. For businesses, the firm offers services including business strategy, direction, growth, leadership skills, culture and accountability, succession planning, and business finance and cost reduction.

Specialized Expertise in Business and Estate Planning

The firm offers assistance with business financing options, reducing operational costs, implementing business tax strategies, and managing business risks. Buy-sell agreements, key man coverage, property and casualty insurance, and employee benefits are also addressed. Additionally, this company assists with reducing health costs, improving employee retention, and establishing employee retirement plans.

Understanding the Value of Tax Planning

Hammernik & Associates emphasizes the difference between tax preparation and tax planning. This company helps clients keep more of their hard-earned money through proactive tax planning strategies. The firm specializes in assisting small businesses in reducing their tax liability and increasing profits. This approach goes beyond simple tax return preparation; the firm strives to help clients achieve their overall financial goals.

Leveraging Tax Expertise for Optimal Results

The firm’s tax professionals help clients who own their own businesses, own real estate, or manage investments to take advantage of every legal deduction, credit, loophole, and strategy available. The company develops unique tax savings plans tailored to individual client needs. Hammernik & Associates helps clients avoid overpaying taxes by proactively planning throughout the year, rather than reacting after the fact.