Welcome to Horter’s Tax Division, where we approach tax preparation and planning with a holistic vision aimed at serving our clients’ immediate and long-term needs.
Our mission is not just to assist with tax filing, but to help you navigate your financial landscape through integrated tax planning.
Our Approach
Our team of tax planning professionals will work with you to develop a personalized tax strategy that strives to maximize your savings and minimize your liabilities.
Bridging the Gap
Our evolution into tax preparation and planning stems from decades of observing a crucial gap between advisors and CPAs in the financial industry. At Horter, we bridge this gap. Our team of CPAs and advisors works closely with clients, ensuring a collaborative approach to minimize taxes and prepare for significant taxable events. We understand the complexities of tax codes and work to uncover financial strategies that will save you money and increase your wealth.
Making the Most of Your Money
We understand that taxes can feel complex and overwhelming. That’s why we work diligently to help educate our clients on their tax options and assess what planning solutions fit their desired objectives. By utilizing our tax planning strategies, clients can potentially reduce their tax burden, allowing them to put more money towards their financial goals.
Our Commitment
At Horter, our priority is understanding each client’s unique financial situation and seeking to develop customized tax solutions tailored to their needs. We believe that every financial decision should be made with intention and grounded in informed, thoughtful planning. Our team strives to remain proactive and compliant as tax laws evolve, helping clients make decisions with confidence. Our goal is to build long-term relationships with our clients, offering tailored solutions that helps support their financial goals and evolving needs.
Our Tax Solutions
Filing taxes can be a daunting task, especially when it comes to complex tax codes and changing regulations. We take the burden off your shoulders by handling every aspect of tax preparation. Our team is always up-to-date on the latest tax laws and regulations, ensuring that your returns are accurate and filed on time.
Our firm prepares all forms of tax returns: 1040 personal, Corporate S and C, Partnerships, Trust returns and all other federal forms as well as State, Multi-State, City, and even local.
While filing taxes is a yearly obligation, tax planning should be an ongoing process. We work with our clients throughout the year to identify opportunities for tax savings and avoid any potential pitfalls. Our proactive approach to tax planning allows us to help our clients achieve their financial goals while staying compliant with tax laws.
For business owners, taxes can be even more complex. That's why we offer specialized services for small businesses and entrepreneurs. Our team has extensive experience in business tax planning and preparation, helping you maximize deductions, minimize liabilities, and optimize your business's financial performance.
For those who are charitably inclined, we provide unique solutions that can maximize charitable contributions and be tax-friendly. Every situation is different, and we employ a tailored approach to ensuring that we plan for the future being tax-efficient. Our team has extensive experience in charitable legacy planning, helping you maximize contributions while ensuring your legacy is secured.
Key Tax Planning Contacts
Inquire Today
The best way to learn more about us and to see if we’re a good fit is to have a conversation. Call, email, or fill out the form below to speak with one of our team members. We’ll get in touch as soon as possible!