Mon - Fri 8:00am - 5:00pm(209) 667-2406(916) 484-1252

Tax Solutions

Our advisors are able to customize tax strategies around your specific business and individual needs.

Our tax experts guide you through the planning process to ensure that there are no surprises at tax filing time. Our tax team is highly knowledgeable in the complexities of tax law and industry-specific tax requirements.

Tax Compliance & Planning

Our tax experience with Individual, Corporate, Partnership, Gift, Estate, Sales, State and local is based upon more than 75 years of client relationships.

Regulations and requirements are constantly changing and Hillberg & Co., CPAs advisors believe knowledge and communication is the key to plan and be effective in tax planning and preparation.

Trust & Estates

Hillberg & Company, CPAs advisors have been dedicated to helping individuals and families safeguard, grow and optimize their families’ legacies.

Trust and estate planning is crucial in securing the future of your loved ones and ensuring the success of your business. Our team offers experience and personalized guidance tailored to your unique needs and aspirations.

Estate Taxes

Hillberg & Company, CPAs advisors recognize that estate planning encompasses more than just numbers; it involves safeguarding legacies and ensuring future security.

Our team of experienced professionals will guide individuals and families through the intricate landscape of estate taxes with precision and care.

Cost Segregation Services

As a trusted advisor, Hillberg & Company, CPAs implements properly planned and developed cost segregation studies to provide tax-saving strategies.

Accounting & Auditing

Our Accounting and Auditing services begin with building strong client relationships based on understanding and trust, and result in the delivery of accurate, timely, and meaningful financial information for your business.

Hillberg & Co., CPAs utilizes state-of-the-art auditing and accounting procedures and tools, including risk-assessment evaluations, auditing software, and tax return integration. As your business advisor, we follow the latest and best practices and proactively seek out areas of non-compliance and risk that we can help address.

Our fieldwork is performed as unobtrusively as possible, preceded by a thorough planning process that includes staff scheduling and document requests to prepare the client for the significant amount of work that takes place in their offices.

Financial Statements

Audits

A financial statement audit offers an independent assessment of a privately held company’s financial performance for shareholders and management. It identifies areas for improvement in controls or operations, validating processes, and enhancing quality. Hillberg & Company CPAs Advisors rely on audits to understand a business’s position and provide guidance for proactive solutions.

Reviews

Financial statement reviews provide limited assurance but offer a cost-effective alternative to audits. Hillberg & Company CPAs Advisors use targeted questions and analytics to understand the company and provide stakeholders with necessary financial data for informed decisions.

Compilations

Hillberg & Company CPAs Advisors’ compilation of financial statements offers management a high-level overview with the lowest level of assurance. It involves understanding the business, accounting principles, and financial reporting systems. Compilations help assess the profitability of products/services and evaluate expenses.

Employee Benefit Plans Audits

We offer comprehensive services for employee benefit plans, including Audit, Tax and advisory services.

Our Team ensures compliance with regulatory requirements and assists with plan design, administration and taxation complexities. As a member of the AICPA Audit Quality Center, we have strong relationships with regulatory bodies and access to the latest and best practices, enabling us to help our clients effectively fulfil their fiduciary responsibilities.

Agreed Upon Procedures

Hillberg & Company CPAs advisors offer tailored reporting through pre-defined agreed upon procedures.

Our reporting scope is flexible to suit your needs, and we refrain from making formal conclusions. Instead, we serve as diligent fact-finders to address your business concerns, facilitating informed decision-making and valuable insights without necessitating extensive involvement.

Advisory

Our advisors are not about crunching numbers, but rather trusted advisors to your overall operations.

We help you exceed your goals while providing value every step of the way by understanding the ins and outs of your company. Our industry expertise and innovative thinking drive actionable strategies and results to get the results you are striving for in your company.

Client Advisory Services

Hillberg & Company, CPAs advisors understand that managing finances can be complex for businesses of all sizes as well as financing for families.

We tailor accounting and bookkeeping services that streamline operations and promote long-term success.

Our specialized services include:

  • Financial Reporting
  • Bill Pay
  • Budgeting and forecasting
  • Bank Reconciliation
  • Financial Controls and Risk Management
  • Trust Accounting
Forensic & Litigation

Hillberg & Company, CPAs advisors can assist with litigation, alternative dispute resolution or resolving intricate financial matters.

Forensic Accounting Services

Hillberg & Company, CPA Forensic Accounting professionals help attorneys, businesses, and financial institutions analyze complex financial matters involved in litigation, investigations, and dispute resolution. Our team combines deep accounting expertise with investigative techniques to identify irregularities, reconstruct financial activity, and present findings in a clear and defensible manner.

Fraud Investigation & Financial Misconduct

Fraud and financial misconduct can significantly impact organizations and stakeholders. Hillberg & Company CPAs Advisors provides forensic investigation services designed to uncover financial wrongdoing and quantify damages.

View our Record Retention Guide