What We Offer
Full-Spectrum Tax and Audit Services
Two practices under one roof — tax and assurance — serving individuals, businesses, and organizations nationwide. Each service below has its own page with details and answers to common questions.
Tax
Pay less. Keep more. Plan ahead.
Tax Planning & Preparation for High-Net-Worth Individuals
For high-net-worth individuals, the difference between a good year and a great one often comes down to tax strategy. HBME provides sophisticated, proactive tax planning and preparation designed to minimize your lifetime tax burden — coordinating income, investments, charitable giving, and estate considerations into one cohesive plan.
Protect your legacy. Provide for those you love.
Estate & Trust Tax Planning
Transferring wealth efficiently takes more than a will. HBME helps high-net-worth families plan the tax side of their legacy — minimizing estate and gift taxes, structuring trusts, and ensuring the wealth you have built passes to the people and causes you care about.
From launch to exit — your financial partner.
Business Advisory & Entity Tax Planning
For many high-net-worth individuals, the business is the largest asset. HBME advises owners on the decisions that move the needle — entity structure, owner compensation, cash flow, financing, and eventual succession or sale — always with an eye on both business performance and your personal tax position.
Assurance — Audit & Accounting
Clarity, compliance, and confidence.
Audit & Accounting Services
HBME’s assurance services department serves all industries, for companies large and small — including for-profit, not-for-profit, municipalities, counties, and employee benefit plans. We are your one-stop shop for all types of engagements: whether you need an audit required by lenders, the State of Utah, the federal government, or others; a review for investors; or dependable ongoing accounting, HBME delivers accurate, timely financial information — and the internal-controls insight to keep your organization compliant and credible.
Focus on your mission. We'll handle the numbers.
Non-Profit Accounting & Compliance
Non-profits face compliance and reporting demands that for-profit businesses never see. HBME has deep experience serving non-profits — keeping you compliant, audit-ready, and financially transparent to your board, donors, and regulators.
Ready to Work With a CPA Who Actually Knows You?
Schedule a free, no-obligation consultation with the HBME team. We’ll review your current situation, answer your questions, and show you what proactive financial planning looks like.