The Value in a Comprehensive Financial Services Approach

As companies grow, so does the demand for a variety of financial services required to compliantly and strategically guide the next stages of expansion. While core accounting and tax needs remain foundational, the proper audit and advisory services must intertwine to steer progress. 

At HoganTaylor, you can rely on business advisors to provide a comprehensive range of services.  From nuanced assurance evaluations to forward-focused consulting, we surround clients with integrated understanding to help you steer your business into the future.

Advisory Services: Strategic Guidance Driving Growth

Our Advisory Services collaborate closely with leadership teams to provide qualitative guidance beyond quantitative accounting outputs. Partners challenge assumptions, inject external perspectives, and align growth planning with operational realities. Key solutions include:

• Transaction Consulting: Merger, acquisition, and capital-raising initiatives demand diligent financial scrutiny. Our experience structuring deals across industries instills confidence throughout critical events.
• Growth Planning: Detailed market assessments and competitive analysis supplement financial modeling/forecasting to outline actionable expansion plans 
• Fractional Executives: On-demand access to specialized leaders like fractional CFOs helps organizations supplement in-house expertise with flexible, affordable guidance.

Assurance Services: Validating Operations with Confidence

HoganTaylor Assurance Services assess, test, and validate the processes, reporting, and technologies upholding financial integrity. Audits evaluate unconsolidated affiliates, benefit plans, or internal controls, while examinations gauge operational risks and advise remediation to fortify the enterprise. Core offerings include:

• Financial Statement Auditing: Thorough analysis of records substantiates accuracy and transparency while ensuring compliance with standards.
• Examinations: Assessing financial or technology-focused risks supplies third-party validation around the policies/procedures vital for resilience.
• Agreed-Upon Procedures: Tailored testing per unique client needs fosters trust in the rigor surrounding key workflows and decision factors.

Tax Services: Streamlined Strategies Lowering Tax Burdens

HoganTaylor's Tax Services go beyond merely filing returns – we minimize obligations amid intricate tax codes spanning federal, state, local, and international levels for entities and individuals. 

We're your trusted navigators through the labyrinth of tax codes, maximizing efficiency and savings at every level. Partners seek out savings opportunities through incentives, credits, entity structuring tactics, holdings strategies, employment approaches, and ownership transition plans.

For Entities

• Incentives: We uncover all hidden gems – federal R&D tax credits, state/local programs, opportunity zone utilization – and weave them into a tapestry of savings tailored to your unique situation.
• Structuring for Success: We help you choose the optimal entity structure, from LLCs and S corps to more complex formations, ensuring tax efficiency and liability protection.
• Strategic Holdings: Navigating the intricacies of international tax regulations? We optimize your holding structures to minimize burdens and maximize returns.
• Employee & Ownership Transitions: From stock options to deferred compensation, we craft tax-advantageous employment packages that attract and retain top talent.
• Planning for Succession: Ownership transitions can trigger hefty tax consequences. We develop comprehensive plans to minimize those burdens and pave the way for a smooth handover.

For Individuals

• Reducing Your Tax Bill: We leverage deductions, credits, and smart investment strategies to ensure you keep more of your hard-earned income.
• Estate Planning: Minimizing taxes while maximizing wealth transfer requires foresight. We craft customized plans that benefit both you and your family for generations to come.
• Tax Implications of Lifestyle Choices: Looking to buy a new home or invest in rental properties? We analyze the tax ramifications of significant life decisions to help you make informed choices.

Our Approach

• Proactive and Collaborative: We don't wait for tax season to strike. We partner with you year-round, anticipating challenges and opportunities, ensuring you stay ahead of the curve.
• Technology-Driven: Sophisticated software helps us identify obscure deductions, optimize calculations, and streamline filing, saving you time and money.
• Unwavering Advocacy: We're your champions in the face of any tax authority, confidently representing your interests and ensuring fair treatment.

More Than Just Numbers

We understand that tax strategies are crucial building blocks for your financial success. That's why we go beyond technical expertise. We listen to your goals, understand your circumstances, and partner with you to craft strategies that minimize your tax burden and fuel your overall growth.

Technology Services: Mission-Critical Financial Infrastructure

Safeguarding your financial data and leveraging technology for growth are no longer options; they're absolute necessities. That's where HoganTaylor's Technology Services comes in, acting as your trusted architects of a rock-solid financial infrastructure.

Security Fortress

• Cybersecurity Consulting: We assess your vulnerabilities, identify potential threats, and implement robust security protocols to keep your data safe from ever-evolving cyberattacks.
• Data Protection: From encryption and firewalls to user access controls and disaster recovery plans, we ensure your critical information is always protected and accessible.
• Compliance Navigation: Our compliance experts guide you through complex regulations like HIPAA and GDPR, ensuring your systems stay within the legal landscape.

Automation Arsenal

• Workflow Optimization: We streamline mundane tasks like data entry, report generation, and reconciliation, freeing your team to focus on strategic initiatives.
• Custom Platform Development: Need a tailor-made solution for a specific financial challenge? We build bespoke platforms that seamlessly integrate with your existing systems and workflows.
• Managed IT Services: From network management to software updates and user support, we handle the IT burden, allowing your team to focus on their core competencies.

Unlocking Potential

• Data Visualization: We transform raw data into clear, actionable insights, empowering you to make data-driven decisions that drive profitability and growth.
• Integration Expertise: We connect your disparate financial systems, creating a unified platform for effortless data sharing and seamless collaboration.
• Future-Proof Infrastructure: We design your financial technology landscape with scalability and adaptability in mind, ensuring it can evolve alongside your ever-growing business needs.

More Than Just Tools

We understand that technology is just one piece of the puzzle. That's why we take a holistic approach, partnering with you to understand your unique challenges and goals. We then tailor our technology solutions to meet those specific needs, ensuring they seamlessly integrate with your existing processes and culture.

Plus Niche and Specialized Expertise

Beyond central services, niche groups provide specialized guidance around financial forensics, business valuation, mergers and acquisitions, state/local tax incentives, and other technical areas interweaving wherever beneficial within client engagements.

The Power of a Synchronized Approach

HoganTaylor cares about you and your business. Whether it’s complex business problems, taxes or regulatory compliance, HoganTaylor offers a comprehensive range of services to help you solve your biggest challenges and move forward with confidence. Partners from assurance, advisory, tax, and technology departments collaborate to inject complementary insights tailored to nuanced needs. By surrounding clients with multidimensional experts woven into leadership teams, HoganTaylor strives to foster agile, informed organizations built for the long term.

Spanning key financial services arms organizations with the capabilities needed to not only overcome obstacles but purposefully leap to elevated levels of stable, strategic growth. HoganTaylor offers that comprehensive yet cohesive range of accounting, technology, compliance, and advisory acumen to empower enterprises moving forward. To explore partnership opportunities, reach out to our team.

INFORMATIONAL PURPOSE ONLY. This content is for informational purposes only. This content does not constitute professional advice and should not be relied upon by you or any third party, including to operate or promote your business, secure financing or capital in any form, obtain any regulatory or governmental approvals, or otherwise be used in connection with procuring services or other benefits from any entity. Before making any decision or taking any action, you should consult with professional advisors.