2023 Tax Hub
Download our tax organizer today!
Pre-Tax Prep
- Download our tax organizer
- Email Seth Hamilton for access to our tax portal
- Email Sam Bloomberg for access to our tax portal
- Schedule a meeting with us! Email lindsey@yourhdteam.com or text/call us at 716-608-8000.
Tax planning and preparation: It’s not what you make, it’s what you keep.
Our tax team at HD financial specialists assist clients year-round, covering all accounting needs. Our services range from individual tax returns to complex corporate returns and everything in between. We are there for clients more than just one time a year, and we excel in customer service.
Individuals
For individuals we can file your:
- Tax Planning and preparation
- Annual Federal (1040) & State (IT-201) return
- Estate returns
- Assist with filing onboarding employment paperwork (W4)
- Social Security forms W4V
- Gift tax returns
Corporate & Business
- 1120 for corporations
- 1065 for LLC’s/partnerships
- Education and assistance for start up’s
The above lists a few of the many services we can provide for our clients. If you don’t see what you’re looking for, send us a message and we’ll assist.