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Tax Consultation & Preparation

At Hendrix Barney & Company, we have the experience and expertise necessary for the timely and accurate preparation of any type of tax return. We are adept at customizing tax planning strategies for your business or personal financial situation based on your individual needs.

Business Tax Preparation & Planning

Every business wants to save taxes, but doing so correctly is not always easy. A tax strategy may look good by itself, but a holistic approach to maximize wealth and reduce taxes may be smarter.

That’s why Hendrix Barney & Co. takes a long-term, balanced, and integrated approach. We stay up-to-date with new federal and state tax laws and planning ideas so that you can make the best decisions for your business.

Individual Tax Preparation & Planning

Most everyone with income will need to file a tax return. Whether you need a simple Form 1040 prepared or file in all 50 states, we have the expertise needed to file your returns correctly. Some of the services we provide related to tax preparation and planning include:

    • Individual tax reduction strategies, including retirement implications
    • Estate and Trust Tax Planning
    • Gift-tax Returns
    • Multi-State Filings
    • Tax Agency Representation

The earlier tax planning begins, the more time your plan will have to work properly. Advanced planning provides the greatest benefit.

Nonprofit Information Returns & Planning

The IRS Form 990 now requires nonprofits to answer many questions related to governance, and many nonprofit organizations find themselves unprepared to answer these questions accurately. Not only can we help adjust your books and records and prepare your Form 990, but we can also design policies and procedures to meet the expectations of the IRS.

If the IRS believes that a nonprofit may not be meeting its minimum fiduciary responsibilities, it may consider disallowing an organization’s tax exemption. Our firm has the experience to keep your nonprofit in compliance.


Schedule a time to talk with us about your financial concerns.


We offer personalized tax and accounting services tailored to fit you, your business, and your financial goals.

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