Comprehensive Tax Preparation & Planning Services 

At Hillard Tax & Accounting, LLC, our focus goes beyond simply filing tax returns. We work with business owners to strategically minimize tax liability while strengthening overall profitability and financial positioning.

With extensive experience in partnership and corporate taxation, we provide accurate, compliant tax preparation alongside proactive guidance to help you identify opportunities for deduction optimization, entity efficiency, and long-term tax savings—always within the framework of current tax law.

Our business tax engagements are built on a foundation of clean, reliable financials. The quality of your accounting records directly impacts both the efficiency of the process and the overall cost of your return.

Pricing Overview

• Partnership and Corporate Returns: Typically range from $750 to $1,200

• Zero or Minimal Activity Returns: Starting at $500

• Standard Minimum Fee: $750

Fees are determined based on the condition of your books, transaction volume, reporting complexity, and any additional analysis or adjustments required. Returns requiring cleanup, reconciliation, or advanced tax considerations may incur additional fees.

For a detailed breakdown of our pricing structure and potential add-on services, please review our base fee schedule.

To get started, schedule your complimentary tax consultation.

Hillard Tax & Accounting, LLC provides specialized preparation of federal and state estate, gift, and fiduciary income tax returns. These filings often involve complex reporting requirements, valuation considerations, and strict compliance standards. Our approach ensures accuracy while identifying planning opportunities where applicable.

We work closely with executors, trustees, and individuals to navigate filing requirements and maintain compliance with federal and state tax laws.

Pricing Overview

• Estate, Gift, and Trust Returns: Typically range from $750 to $1,200

• Includes preparation of one federal and one state return

Fees are determined based on the complexity of the estate or trust, asset composition, valuation requirements, and the completeness of financial records. Additional filings, elections, or advanced reporting may result in additional fees.

Return Types We Prepare

• Form 706 – Estate Tax Return
  Filed by the executor of an estate to report the value of a decedent’s assets and determine any federal estate tax liability under Chapter 11 of the Internal Revenue Code.

• Form 709 – Gift & Generation-Skipping Transfer Tax Return
  Required when gifts exceed the annual exclusion threshold or when generation-skipping transfers occur. For 2025, the annual exclusion amount is $19,000 per recipient.

• Form 1041 – Estate & Trust Income Tax Return
  Filed by fiduciaries to report income, deductions, and distributions for estates and trusts.

To get started, schedule your complimentary tax consultation.

Tax laws continue to evolve, making the preparation process increasingly complex. Without proper guidance, it is easy to overlook opportunities or make decisions that lead to unnecessary tax liability.

At Hillard Tax & Accounting, LLC, we take a strategic approach to individual tax preparation. Our focus extends beyond accurate filing to identifying deductions, credits, and tax-saving opportunities based on your unique financial situation.

Each return is prepared with attention to detail, compliance with current tax law, and a clear understanding of how your financial decisions impact your overall tax position.

Who This Is For

Our individual tax services are best suited for clients who:

• Have multiple income sources (W-2, 1099, business, or investments)

• Own businesses or rental properties

• Require multi-state filings

• Want proactive guidance rather than reactive filing

Tax Preparation vs. Strategic Tax Planning

Tax preparation focuses on accurately reporting prior-year activity.

Tax planning is forward-looking and involves identifying strategies to reduce future tax liability through income timing, deductions, entity structure, and long-term financial decisions.

While tax preparation is a core service, planning opportunities may be identified and discussed as part of the process or through a separate engagement.

For more information on pricing and potential additional services, please review our base fee structure.

To get started, schedule your complimentary tax consultation.

Hillard Tax & Accounting, LLC provides specialized tax preparation and compliance services for tax-exempt organizations required to file Form 990, 990-EZ, or 990-PF. These filings are not simply informational—they are public-facing documents that reflect your organization’s financial integrity, governance practices, and operational effectiveness.

Our approach goes beyond compliance. We ensure your filings are accurate, complete, and strategically presented, while aligning with IRS requirements and best practices for nonprofit reporting.

Pricing Overview

• Form 990 Filings: Typically start at $1,200+

• Includes all required schedules and standard related filings

Fees are determined based on the condition of your accounting records, required schedules, organizational activity, and overall reporting complexity. Organizations requiring cleanup, reclassification, or additional analysis may incur additional fees.

For a detailed breakdown of our pricing structure and potential add-on services, please review our base fee schedule.

Audit & 990 Alignment

For organizations subject to audit or financial review, we ensure alignment between your Form 990 and issued financial statements. This includes reconciling key balances, reviewing classification differences, and maintaining consistency across reporting platforms.

This process helps reduce audit risk, improve reporting accuracy, and strengthen overall compliance.

Additional Nonprofit Services

We also support organizations with:

• Amended Form 990 Filings
  Corrections to previously filed returns to address errors or omissions

• Tax-Exempt Reinstatement (Form 1023 / 1024)
  Assistance with reinstating tax-exempt status following automatic revocation

• New Tax-Exempt Applications
  Preparation and submission of Form 1023, 1023-EZ, or 1024 applications

• Ongoing Compliance Support
  Guidance on annual filing requirements, public support tests, and governance considerations

Who This Is For

Our nonprofit services are best suited for organizations that:

• Maintain or are willing to maintain accurate financial records

• Require professional, audit-ready reporting

• Value compliance, transparency, and long-term sustainability

Important Note:
To qualify as a tax-exempt organization, an entity must apply for and receive recognition from the Internal Revenue Service. Ongoing compliance, including annual Form 990 filings, is required to maintain that status.

To get started, schedule your complimentary tax consultation.

Our individual and business tax consultations are designed to provide clear, focused guidance so you can make informed decisions with confidence.

Whether you have a specific question or need direction on a more complex matter, we provide practical, accurate insight based on your unique situation.

Consultation Options

• 30 Minutes: $150

• 60 Minutes: $300

These sessions are ideal for addressing targeted questions, evaluating tax positions, or gaining clarity on next steps without committing to a full engagement.

If your matter falls outside the scope of what we can reasonably address during the consultation, we will let you know upfront. In those cases, the consultation fee will be refunded.

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

At Hillard Tax & Accounting, LLC, we recognize that nearly every financial decision—whether personal or business-related—has tax implications. Our approach goes beyond basic tax return preparation to provide forward-looking guidance that supports smarter decision-making.

We work with you to evaluate how your current and future decisions impact your tax position and align with your broader financial goals. The objective is not just compliance, but intentional planning that improves outcomes over time.

With personalized tax planning, you gain clarity, reduce unnecessary tax exposure, and make more confident financial decisions.

Ready to take a more proactive approach?

Schedule your consultation and review our tax planning packages to determine the best fit for your needs.