Tax Services
High-Quality Accounting, Bookkeeping & Tax Services.
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ACCOUNTINGBOOKKEEPINGTAX PLANNING

Tax Filing

Whether you’re filing on behalf of your business or individually, Hilltop Tax Solutions will provide a comprehensive, tailored approach to your tax planning needs.

Our tax accountants are dedicated to offering you:

  • An accurate return, cross-checked by our tax professionals.
  • The most cutting-edge tax software solutions available to streamline and optimize your tax needs.
  • Confidence in that every available avenue has been utilized to limit your tax liability and reduce your tax bill when tax season comes around.

Ultimately, our tax accounts will work with you to make sure your taxes will be prepared accurately, efficiently, and filed electronically.

Accounting & bookkeeping

Managing your organization or business takes time and effort. And while you’re an expert at what you do, managing the taxes of your operation is a different question. When it comes to tax management and bookkeeping, it can feel like a burden in addition to running your organization. Whether you are running a non-profit, business, or another type of organization, we can assist with your bookkeeping and accounting needs, taking that added burden off your plate so you can focus on doing what you do best.

Even if you have not kept up with your records, we will assist with getting your books up to date, run financial reports monthly, quarterly, and annually. We will also prepare your tax returns proactively so that you can stay ahead of your tax obligations.

If you’re just getting started with us, new tax clients save 10% on their first year of accounting services!

TAX PLANNING

While not as exciting of a financial service as investment or wealth management, tax planning is one of the most important and effective ways to achieve your financial goals. Taxes are one of the largest expense categories for people and often go overlooked as something eating up your budget and wealth when it doesn’t need to.

The key factor to understand about tax planning is that during your working years, you may have grown accustomed to paying whatever tax bill came to you because your income came from external sources. But when it comes to retirement, investment, and wealth management, there are ways in which you can move your own money around that could trigger major tax burdens, slashing your wealth and retirement prospects.

But how can you know when or if that will occur? We can assist with implementing a forward-looking tax plan to make sure that you keep what you’ve worked a lifetime to earn. We can help make sure you minimize your tax burden, paying only your fair share and nothing more.

REFER FRIENDS + GET REWARDED!
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Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Company web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.