Tax Planning & Preparation — Year-Round, Not Just Tax Season
Tax laws change. Your plan should, too. We help you stay ahead and file with confidence.
- Proactive tax strategy
- RMD planning
- Nationwide tax advisor
Special Offers
New Client Welcome — 15% Off Tax Preparation
If you’re new to Hilltop, enjoy 15% off your first-year tax preparation fee. Simply call us to get started!
Refer a Friend to Our Tax Preparation Services — You Both Earn $25
Love working with Hilltop? Refer a friend, and when both tax returns are completed and paid, we’ll send a $25 Amazon eGift card to you and to them—a small thank-you for spreading the word.
Who We Help
- Individuals & families
- Business owners
- High earners & equity comp
What’s Included
Tax Planning (Year-Round)
Projections, estimated payments, “what-if” scenarios, timing income/deductions, Roth conversion analysis, RMD planning, QCDs.
Tax Preparation
Federal/state returns, e-file, extensions, estimated vouchers, IRS/State response support.
Coordination with Your Plan
Work alongside a Hilltop advisor and our accounting team so investment and withdrawal decisions consider taxes.
Planning Moments That Matter
- Retirement income & RMDs | Roth conversions | Social Security timing
- Business owner pay & entity choice | Sale of a business | Retirement plan design
- Charitable giving (including QCDs) | Real estate transactions | Equity comp (ISOs/NSOs/RSUs)
Integrated with Wealth & Accounting
One team coordinates investments, distributions, and recordkeeping to pursue better after-tax outcomes.
How It Works
Review
Prior returns, goals, and current year changes.
Plan
Tax projection, opportunities, and a simple action list.
File & Follow-Through
Prepare/submit returns.
Tax & Accounting Relief in Action
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid to any client for such testimonials. Hilltop Wealth Solutions does pay Amplify Reviews, LLC to collect and provide a digital footprint for their client’s testimonials.
FAQs
Do you work with clients nationwide?
Yes.
Can you collaborate with my current advisor/CPA?
Yes.
Do you handle amended returns/IRS notices?
Yes.
How do you price tax planning vs. preparation?
On a case-by-case basis.
Hilltop Wealth & Tax Solutions provides tax and bookkeeping services. Clients of Hilltop Wealth are advised there is a conflict of interest in that there is an economic incentive to recommend Hilltop Tax. Hilltop Wealth professionals strive to put their clients’ interests first and foremost, and clients may utilize tax and accounting services of their choosing. Endorsements by clients of Hilltop Tax services may not reflect the views expressed by other clients. Endorsements are based on unique experiences and are not representative of all client experiences. Endorsements are solicited for Hilltop Tax services. Should a prospect hire Hilltop Tax services based on the endorsement by a Hilltop Wealth client, the endorser will receive a $25.00 Amazon gift card.