Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring years of experience in dealing with tax matters and IRS audit procedures to help ensure that you are properly represented when dealing with the IRS and other tax authorities.


HBW believes that no single investment philosophy is right for everyone. Further, we believe that different philosophies may capture market returns at different times. It is our goal to create and maintain a platform where the planner/client and the planner/collaborative compliance team are in unison. If you are interested in this service or want to become a representative with us, please contact us for details!

Life Insurance

We do not believe in a one-size-fits-all or single company approach. We don’t believe in captive contracts and non-compete clauses. At HBW, Job One is to maximize our advisors’ success by providing the tools they need to best serve their clients. Our true independence allows us to seek out and find a vast array of carriers, companies, and services for our advisors, thus providing their clients far more options. For more information about life insurance or to talk about becoming an advisor, please visit our contact page to request information.

Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to help reduce federal, state or local tax liabilities.We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

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