Tax Preparation & Bookkeeping
Most NC small business owners overpay by $8,000–$22,000 per year — not because they're doing anything wrong, but because no one's looking for them. HFG delivers clean books, bulletproof tax returns, and aggressive legal tax strategy designed for businesses like yours.
What We Do
We handle everything from your daily transaction categorization to your annual tax return — and the strategy in between that saves you the most money.
Monthly reconciliation of all accounts, expense categorization, bank and credit card reconciliation, financial statement preparation (P&L + Balance Sheet), and QuickBooks management. You get clean, audit-ready books every single month.
Annual business and personal tax return preparation — Schedule C, S-Corp (1120-S), Partnership (1065), and personal (1040). We also handle quarterly estimated tax payments, sales tax filings, and payroll tax returns so nothing slips through.
Proactive tax planning throughout the year — entity structure analysis, Section 179 equipment deductions, home office optimization, retirement plan setup (SEP-IRA, Solo 401k), income shifting strategies, and quarterly check-ins to minimize your tax bill before it's due.
Fractional CFO-level support for growing businesses — cash flow forecasting, budget-to-actual analysis, KPI dashboards, growth planning, loan readiness, and strategic financial decisions. Get a financial partner in your corner without the $150K CFO salary.
How It Works
No long onboarding. No confusing portals. Just a straightforward process that gets your finances clean and your taxes minimized fast.
Simple Pricing
All plans are month-to-month. Cancel anytime. For comparison: Pilot starts at $499/mo with no tax return included. Benchmark starts at $299/mo, bookkeeping only, no EA. HFG starts at $397/mo with a federally licensed Enrolled Agent on your account.
Why HFG
Most bookkeepers just enter numbers. Most tax preparers just file what you give them. HFG actively looks for money you're leaving on the table — every month, all year long.
Who We Serve
We specialize in industries that have unique tax situations, cash-heavy operations, or complex compliance requirements — the businesses most accounting firms don't truly understand.
The Difference
You've probably seen Pilot and Benchmark advertised. Here's what they actually include — and what they quietly leave out.
| What You Need | Pilot | Benchmark | HFG |
|---|---|---|---|
| Monthly bookkeeping | ✓ Accrual, startup-focused | ✓ Basic cash-basis | ✓ Cash + accrual, any industry |
| Tax return included | ✗ Paid add-on, extra cost | ~ Extra charge, not bundled | ✓ Included from $697/mo (Pro) |
| Proactive tax strategy | ✗ Not offered | ✗ Not offered | ✓ Year-round, Growth plan |
| IRS audit representation | ✗ No EA on staff | ✗ No EA on staff | ✓ Enrolled Agent — full IRS rights |
| Cash-intensive business expertise | ✗ SaaS/startup only | ✗ eCommerce focus | ✓ Tobacco, trades, contractors |
| Month-to-month (no contract) | ✗ Annual contract required | ~ Varies by plan | ✓ Always — cancel anytime |
| NC-focused local advisor | ✗ National remote team | ✗ National remote team | ✓ NC-specific rules & relationships |
| Starting price | $499/mo+ | $299/mo+ | $397/mo (Core) |
Pilot and Benchmark data based on publicly listed pricing and feature pages as of 2026. Subject to change.
Questions
Most business owners don't know how much they're leaving on the table until someone shows them. Book a free 15-minute tax checkup — no pitch, no pressure, just a real look at your situation.
Book Your Free Tax Checkup →