Welcome to Horter Tax Planning Solutions, where we approach tax preparation and planning with a holistic vision aimed at serving our clients' immediate and long-term needs.
Our mission is not just to assist with tax filing but to shape the future of your financial landscape through strategic tax planning.
Our Approach
We believe that the key to effective tax planning lies in understanding our clients' unique situations. That's why we start every client relationship with an in-depth consultation to get to know you and your financial goals. Our team of experienced tax planning professionals will work with you to develop a personalized tax strategy that maximizes your savings and minimizes your liabilities.
Bridging the Gap
Our evolution into tax preparation and planning stems from decades of observing a crucial gap between advisors and CPAs in the financial industry. At Horter, we bridge this gap. Our team of CPAs and advisors works closely with clients, ensuring a collaborative approach to minimize taxes and prepare for significant taxable events. We understand the complexities of tax codes and work to uncover financial strategies that will save you money and increase your wealth.
Making the Most of Your Money
We understand that taxes can be overwhelming for many individuals and businesses. That's why we work diligently to educate our clients on their tax options and how they can make the most of their money. By utilizing our expert tax planning strategies, clients can potentially reduce their tax burden, allowing them to put more money towards their financial goals.
Our Commitment
We take the time to understand each client's unique financial situation and develop customized tax solutions tailored to their needs. Our team stays up-to-date on the ever-changing tax laws and regulations to provide our clients with the most current tax planning strategies. We strive to build long-term relationships with our clients, helping them save money and achieve their financial goals year after year.
Our Tax Solutions
Filing taxes can be a daunting task, especially when it comes to complex tax codes and changing regulations. We take the burden off your shoulders by handling every aspect of tax preparation. Our team is always up-to-date on the latest tax laws and regulations, ensuring that your returns are accurate and filed on time.
Our firm prepares all forms of tax returns: 1040 personal, Corporate S and C, Partnerships, Trust returns and all other federal forms as well as State, Multi-State, City, and even local.
While filing taxes is a yearly obligation, tax planning should be an ongoing process. We work with our clients throughout the year to identify opportunities for tax savings and avoid any potential pitfalls. Our proactive approach to tax planning allows us to help our clients achieve their financial goals while staying compliant with tax laws.
For business owners, taxes can be even more complex. That's why we offer specialized services for small businesses and entrepreneurs. Our team has extensive experience in business tax planning and preparation, helping you maximize deductions, minimize liabilities, and optimize your business's financial performance.
For those who are charitably inclined, we provide unique solutions that can maximize charitable contributions and be tax-friendly. Every situation is different, and we employ a tailored approach to ensuring that we plan for the future being tax-efficient. Our team has extensive experience in charitable legacy planning, helping you maximize contributions while ensuring your legacy is secured.
Key Tax Planning Contacts
Inquire Today
The best way to learn more about us and to see if we’re a good fit is to have a conversation. Call, email, or fill out the form below to speak with one of our team members. We’ll get in touch as soon as possible!