- TAX PLANNING
- VALUATION ANALYSIS
- ESTATE PLANNING
- PERSONAL FINANCE PLANNING
- PERSONAL ACCOUNTING SERVICE
- ELDER CARE SERVICES
- ESTATE ADMINISTRATION

 

Family Services


Tax Planning & Preparation

HMV prepares federal and state tax returns for individuals, families, and family businesses. All returns are subject to an independent tax department review to assure accuracy and completeness. The HMV staff remains current on federal and state tax laws and legislation and utilizes this knowledge to conduct tax planning and preparation, thereby assisting clients with maximizing profitability.

Sometimes taxes are not the issue. HMV helps families determine appropriate levels of giving to the next generation, including cash gifts in trust, outright, or paper transfers of a family partnership. HMV helps family members of all ages. We assist in the early planning for children's college, and we are independent advisors for children responsible for the care of elderly parents.

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