Welcome to HT&A, LLC!! 📞706.662.8881
At Hillard Tax & Accounting, LLC, our tax planning services are designed to help individuals, families, and small business owners reduce their tax liability and make informed financial decisions year-round—not just at tax time.
Our tax planning strategies include:
Maximizing Deductions and Credits
We identify and apply all eligible deductions and credits to help reduce your taxable income and increase your refund or lower your tax bill.
Year-Round Strategic Planning
We work with clients throughout the year to adjust tax strategies based on life changes such as marriage, home purchases, new dependents, or changes in income.
Retirement & Investment Planning
We guide clients on tax-efficient retirement savings strategies, including contributions to 401(k), IRA, Roth IRA, and other qualified plans.
Family Tax Strategies
We help married couples structure income and expenses to maximize tax benefits, plan for education costs through 529 plans, and explore tax-saving opportunities for dependents.
Business & Self-Employment Tax Planning
We support small business owners and independent contractors with strategies to manage quarterly taxes, deduct business expenses, and plan for end-of-year taxes.
Minimizing Future Tax Burdens
With proactive planning, we help you avoid surprises and reduce long-term tax liabilities through careful forecasting and personalized advice.
Note: For services billed using our hourly rate, the following rates apply:
Accountant - $150/hr.
CPA - $300/hr.
Ideal for individuals or couples with straightforward financial situations. This package is best suited for clients with W-2 income, limited deductions, and simple savings goals. We’ll help you take advantage of available credits and deductions, review withholdings, and offer basic strategies to reduce your tax bill.
Designed for clients looking for more proactive tax strategies. This package includes tax savings analysis, retirement planning recommendations, income-shifting strategies, and personalized guidance to help you optimize your financial decisions. Perfect for families, dual-income households, or those with moderate investments.
Built for clients with complex financial situations including business ownership, stock options, multiple income sources, or real estate investments. We’ll develop a custom tax strategy tailored to your goals, using advanced planning techniques to minimize your tax liability and maximize wealth-building opportunities.
Tax strategy for established businesses
The Growth Plan is designed for business owners ready to move beyond basic tax compliance and start maximizing savings year-round. This package includes quarterly strategy sessions to proactively manage tax liability, ensure reasonable compensation for S-Corp owners, and build a tax-smart retirement plan. You’ll also receive ongoing guidance to optimize deductions, manage estimated tax payments, and align your bookkeeping for tax efficiency.
Best for:
S-Corp owners, partnerships, LLCs, and growing small businesses
Advanced tax strategy for complex business structures
Our Pro Plan offers the most comprehensive level of business tax planning, ideal for high-income entrepreneurs, multi-entity businesses, and real estate professionals. In addition to everything in the Growth Plan, you’ll receive a personalized tax minimization blueprint, full entity optimization, real estate and depreciation strategy, and quarterly financial insights to ensure you’re on track. This plan is built to reduce audit risk, maximize wealth-building, and help you stay ahead of tax law changes.
Best for:
Multi-member LLCs, real estate investors, consultants, and businesses with advanced planning needs