Advisory & Consulting Services

Accurate financial data is essential to the growth of your company.  Hillard Tax & Accounting, LLC has the expertise to turn your financial data into meaningful information that will help you make informed business decisions.  

We have created some business advisory packages for you to choose from.    Access the packages and pricing here.  Our packages may be customized to fit your business needs.

Looking to start a new business?  Having a difficult time deciding which entity type is best for you?  At Hillard Tax & Accounting, LLC, we will walk you through selecting the best entity and help you incorporate your business.  As your business grows and changes, the type of entity you choose may need to change as well.  

We can create a limited liability company or corporation for $300 plus the state filing fees.  This package includes Articles, Name Reservation, EIN, and Operating Agreement/Bylaws.  To get started, complete this form!

If you are looking to start a Nonprofit organization, complete this form! 

Purchasing or launching a franchise often involves significant financial commitments and lender scrutiny. Our Franchise & SBA Loan Readiness Consulting services are designed to help prospective franchise owners and business buyers understand the financial requirements associated with franchise ownership and prepare for SBA or traditional bank financing.

We assist clients with evaluating financial readiness, organizing lender-requested financial information, and understanding how key financial components are reviewed during the loan approval process. Our goal is to help clients approach financing discussions informed, prepared, and confident.

Services may include:

• Financial readiness and affordability assessments

• Review of personal and business financial information for lender consistency

• Completion of SBA-required financial documentation using client-provided information

• Startup cost analysis and funding requirement review

• Cash flow and debt service coverage analysis

• Review of Franchise Disclosure Documents (FDDs) from a financial perspective

• Financial projections and assumption development, as needed

• Financial impact review of proposed leases or letters of intent (LOIs)

** These services are advisory in nature and focus on financial preparation and analysis. We do not provide loan origination services, represent lenders, or guarantee financing approval.

We offer structured advisory packages based on where you are in the franchise financing process.

Franchise Financing – Core Documentation Package

Fee: $2,500

Designed for prospective franchise owners who need assistance preparing lender-requested financial documentation and assessing initial financing readiness.

Includes:

• Completion of SBA Form 413 (Personal Financial Statement) using client-provided information

• Preparation of a startup cost breakdown using lender-approved templates

• Organization of required financial documents for lender submission

• Final review for accuracy and internal consistency

Client-provided copies of the most recent three years of personal tax returns are required.

Franchise Financing – Comprehensive Advisory Package

Fee: $5,000

Designed for clients actively pursuing SBA or bank financing who require deeper financial analysis and lender alignment.

Includes everything in the Core Documentation Package, plus:

• Three-year financial projections for the new franchise location

• Documentation and refinement of key financial assumptions

• Review of the financial sections of the business plan for lender alignment

• Financial impact review of letters of intent (LOIs) or lease agreements

• Assembly of a lender-ready financial package

Our consultations are designed to provide focused guidance and clarity so you can move forward with confidence. These sessions give you the opportunity to speak directly with a Hillard Tax & Accounting professional about individual or business-related financial questions.

Consultations are ideal for clients seeking timely insight, direction, or confirmation before making financial decisions.

Consultation Fees:

• $150 for a 30-minute consultation

• $300 for a 60-minute consultation

These sessions are intended to deliver clear, practical guidance. If we determine during the consultation that we are unable to assist with your specific needs, your consultation fee will be refunded.

Schedule your 30-minute or 60-minute consultation today!

Let us use our expertise to help you navigate the tax-exempt application process.  Being recognized as a tax-exempt entity provides many advantages for non-profit organizations.   

Form 1023-EZ  - $400 (price does not include federal fee of $275*).

Form 1023 - $600 - $1,200 (price does not include the federal fee of $600*).

*Prices are subject to change

To get started, complete this form!