Our Services
HEB offers professional and comprehensive accounting, financial and tax services. Our goal is to meet the needs of our clients with professionalism, expertise, and accountability. Our staff is qualified to deliver clear direction and professional support to our clients who want to manage their businesses and budgets wisely. When you work with us you will have the confidence to know you are making the right decisions for your business.
Tax & Auditing
We provide a variety of professional tax and audit services. We prepare income tax returns for individuals, partnerships, corporations, LLC’s, non-profits, estates, and trusts. We prepare quarterly payroll tax returns along with annual W-2’s. We also provide tax planning. Our firm is always up to date on new tax rules and regulations. Our auditing services provides constructive solutions and insights allowing our clients the ability to maximize their company’s profitability and efficiency. Our audit team conducts an intensive and unique examination of your company’s systems and records to provide the highest level of assurance.
Retirement Planning
Minimizing tax consequences and maximizing net worth are primary goals of HEB Financial Services. Our team of experts will analyze your entire financial situation and highlight growth potential for your business as well as your personal life. We offer a full array of financial services for individuals as well as small businesses. Tax law changes have greatly expanded the opportunities for businesses to take advantage of qualified retirement plans. We have specific expertise in Employer Sponsored Retirement Plans and can help make running a retirement program manageable in the current complex world of regulation. We address common concerns regarding retirement plan fees, funds, and fiduciary responsibility.
Small Business Services
We understand the unique needs of a small business and custom design plans to fit those needs. Whether you have 500 employees or are a sole proprietor we will design a plan that works best for you. We provide: Customized Retirement Plan Design, Enrollment and Communication Services, Individually Designed or Prototype Plans, Fiduciary Services to Minimize Investment Liability, Full Plan Administration, Distribution and Retirement Planning, and Deferred Compensation Plans for Executives and Key Employees
Wealth Management
Our experienced financial advisors specialize in creating financial strategies which are best suited for our clients. Our firm works diligently to examine and review all available investment options for our clients. We empower our clients with critical financial information they need to make the best decisions possible. Our focus is to put our clients’ interests first and foremost. Once a direction and course of action has been decided, our staff will implement the financial strategies with focus, and accuracy. Discover what critical financial information you may be missing and the impact it may have
