Joel D. Broersma, President of HBW Partners Tax Services LLC, has over 20 years of experience in the financial planning industry. He has been licensed as an Enrolled Agent with the IRS since June 2011. He works “hands-on” in the office on a daily basis and enjoys studying the ongoing changes in the industry. He also converses with the IRS on a continuous basis. Joel and his wife of 25 years, Sue, have three children, Kellie, Heidi and Micah. Over the summer, Joel enjoys boating with his family and exploring Lake Michigan. Joel and his team look forward to working with many more clients by helping them prepare and develop tax planning strategies.
Dan Korhorn has been in the financial services industry since 1997. His expertise in sorting through complex financial details has made him an invaluable part of our team. Dan completed a comprehensive tax class through The Income Tax School® and has been preparing returns since 2013. He assists part-time during tax season reviewing returns, sending approvals, and entering data for the Home Office while also maintaining his financial planning business year round. During the off-season, Dan enjoys dining at various restaurants in Michigan and spending time with his wife, Kim, and two daughters, Emma and Lilyanna.
Heidi Atkins joined the HBW Partners Tax Services LLC staff shortly after graduating high school in March 2014. She completed a comprehensive tax course through The Income Tax School® immediately after graduation and has been preparing tax returns since the founding of HBWPTS. Her role in the office includes training our new tax professionals, inputting data, reviewing, approving and filing returns, and managing the home office for HBWPTS. Heidi has a passion for discovering tax savings for our clients and also helping them sort out problems with the IRS. Outside the office, she enjoys coaching girls volleyball in the fall, boating with her family on Lake Michigan and attending local car shows with her husband, Karl.
Ben Ruiter joined our team in October 2016. He quickly passed the comprehensive tax course through The Income Tax School® and has been involved with reviewing and preparing tax returns ever since! Ben is always striving to learn new things and finding strategies for saving our clients money. In his free time he enjoys hunting and playing basketball with friends. On the rare occasion that Ben is not in the office, he is most likely visiting his favorite place in Michigan, the Upper Peninsula.
Sue Broersma works full-time at HBW Partners Tax Services LLC during tax season while also being a full-time mom all year. Her role at HBWPTS primarily involves supervising the national offices, reviewing and approving tax returns, assisting our preparers and inputting data. Sue passed a comprehensive tax course through The Income Tax School® and has assisted Joel with his business for the last 20 years. During the off-season she enjoys watching sunsets from their boat on Lake Michigan and shopping in small towns around the state.