Bookkeeping. Tax strategy. Estate planning. Business financing. HFG clients get one dedicated team for all of it — and save an average of $14,800 on taxes in their first year. No more juggling providers. Just clean numbers, lower taxes, and a protected financial future.
Sound familiar? This is what we hear from almost every new client before they come to us.
Most accountants make switching feel impossible. We make it effortless. Here's exactly how it works:
From your first month, we’re already identifying S-Corp election windows, retirement plan deductions, entity optimization opportunities, and year-end strategies — not scrambling to find them in April. Tax strategy is baked into every engagement from day one.
No referrals. No runaround. Bookkeeping, taxes, and strategy from one team that knows your business.
Most NC business owners have spent years accumulating real estate, business equity, and retirement assets — with zero plan to protect them. Without proper estate planning, the IRS and probate courts will decide how your life's work is distributed. HFG helps you take control before it's too late.
The federal estate tax exemption is currently $13.99M per person — but it's scheduled to drop to approximately $7M per person when the Tax Cuts and Jobs Act sunsets. Business owners and property owners who act now can lock in today's favorable limits through irrevocable trust structures and gifting strategies.
Explore Estate Planning →Avoid probate, maintain privacy, and ensure seamless asset transfer to your heirs — without court involvement or public record.
Shield business assets and real estate from creditors, lawsuits, and estate taxes. Lock in today's high exemption before TCJA sunsets.
Who takes over when you retire, become incapacitated, or pass? We build transition structures that protect your business value and your family's income.
Step-up in basis planning, annual gifting strategies, and charitable trusts that minimize the tax burden on what your heirs receive.
One trust doesn't fit all situations. The type, timing, and structure of your trust determines how much passes to your heirs, how much the IRS takes, and whether your business survives the transfer. HFG works with estate attorneys to get this right.
You retain full control during your lifetime. Assets avoid probate and transfer privately to your heirs exactly as you direct. Best for most family business owners.
Remove assets from your taxable estate permanently. Shields business equity, real estate, and investments from estate taxes and creditor claims. Critical for high-net-worth owners.
Ensure your business survives without you. Structure ownership, voting rights, and income distributions to protect business continuity and provide for family members.
We analyze your assets, business structure, and goals to recommend the exact trust type — and connect you with an attorney to implement it. No guesswork. No selling a product you don't need.
Lenders don't approve loans based on your revenue — they approve based on what's on paper. Messy books, inconsistent P&Ls, and disorganized tax returns kill loan applications before they start. HFG clients get approved because their financials are clean, documented, and presented correctly.
We prepare your business for funding: organizing your financials, building lender-ready P&Ls, optimizing your tax returns, and positioning your business profile to qualify for the best available rates. For qualified clients, we connect directly to $50K–$500K financing options.
Month-to-month. Cancel anytime. We earn your business every single month.
These aren't cherry-picked outliers. These are typical outcomes for clients who commit to good financial management.
"I own three tobacco shops in Durham. HFG completely restructured how I was filing — S-Corp election, cost segregation on my buildout, vehicle deductions I was missing. Saved $18,400 the first year alone."
"My previous CPA just filed my taxes and sent me a bill. HFG found $7,200 in deductions I had no idea about — mileage, home office, equipment. They paid for themselves 18 times over in year one."
"HFG told me I should have been an S-Corp three years ago. Nobody had ever mentioned it. The entity change alone saves me $11,200 a year in self-employment taxes. That one conversation was worth $33,000 in hindsight."
"I was three years behind on bookkeeping and terrified of the IRS. HFG caught me up completely in two weeks, filed everything, and now I know my numbers every single month. Complete 180."
"I was running a $650K restaurant and had no idea if I was actually profitable. HFG cleaned up 18 months of books, set up real P&Ls, and found $12,600 in deductions. Now I make decisions with real data."
"I was paying taxes like an employee instead of a business owner. HFG set up my S-Corp, maximized my home office deduction, and found depreciation I was leaving on the table. $14,800 saved and I sleep better at night."
"I was dreading the onboarding process but HFG had me fully set up in 3 days. They connected my accounts, categorized everything, and gave me a clean starting point. Best financial decision I've made for my business."
"HFG didn't just do my taxes — they helped me get loan-ready. Clean financials, proper P&L, tax returns that actually showed my business was profitable. Got approved for $80K in equipment financing I couldn't get before."
If you're a small business owner tired of messy books, missed deductions, and stress every tax season — we were built for you.
When you call HFG, you talk to the same person who knows your books. Not a ticket number. Not a stranger.
Not all accountants are the same. See exactly what you get — and what you don't — depending on who you hire.
We get these questions on almost every first call. Here are the real answers — no fluff.
Book a free 15-minute financial checkup. We'll review your situation, identify the biggest opportunities, and give you a clear picture of what working with HFG would look like — and what it would save you.
Serving NC small businesses and contractors · IRS Authorized · QuickBooks ProAdvisor Certified