Tax

Brochure
Over the last 55 years, HB&Co. has worked with clients in implementing a wide array of value-added tax planning and compliance services to meet their needs and requirements. We look forward to the opportunity to apply this experience and perspective in understanding your needs and requirements by developing effective strategies and implementing them to achieve your financial goals.

We have developed a progressive, proactive approach to tax planning, tax compliance and tax controversy resolution for the benefit of our clients. By carefully analyzing the facts, circumstances and underlying law and regulations, we can achieve the most beneficial results for our clients. We endeavor to ensure that our clients' tax positions are sufficiently supported by substantial authority under the law and regulations to minimize their exposure to penalties and interest. It is this attention to detail that distinguishes us from firms whose positions are not supported by substantial authority and, therefore, expose their clients to significant penalties and interest charges.

Our Tax Directors have been able to obtain substantial experience in representing clients at all levels due to the length of time they have been practicing and the diverse nature of their client base. Each of them holds a graduate degree that has provided additional education on tax matters. Jerry Rosen and Eric Winschel each hold a law degree, together representing over 40 years tax practice experience. For more information on our tax services please contact Eric Winschel or Jerry Rosen at 636.532.9525.

Our tax controversy services include:
  • Representation before the Internal Revenue Service at the field audit and appellate divisions
  • Representation before state and local tax authorities at the field audit stage and the appellate division of each jurisdiction
  • Representation before local tax authorities regarding property assessments, exemptions and abatements
  • Pursuit of tax rulings and approvals from federal, state and local tax authorities
  • Providing analysis and assistance to client's attorney in connection with litigation involving tax matters
 Our tax planning services include:

For Individuals

  • Estate and gift tax planning
  • Retirement planning
  • Educational funding
  • Charitable giving
  • Life insurance planning

For Businesses

  • Entity selection
  • Entity conversions
  • Merger and acquisition strategies
  • Succession planning
  • Multi-state tax planning
  • Compensation analysis and planning
  • Structuring buy-sell agreements and tax aspects of other shareholder agreements
  • Tax aspects of financing and capitalizing the organization
  • Evaluation of various tax elections and methods of accounting
  • Filing for tax exemptions and elections for the organization and its owners
Our tax compliance services include federal and state tax preparation for:

  • Partnerships
  • Corporations
  • Limited liability companies
  • Individuals
  • Estates and trusts
  • Not-for-profit organizations