WELCOME TO
A Message from our Co-Founder
“Successful businesses deserve expert financial partners who understand how to protect and grow what you’ve built. At Hemlock Financial Group, we bring advanced tax planning, proactive financial strategies, and year-round expert guidance to help business owners minimize taxes, simplify accounting, and maximize wealth. With decades of specialized knowledge and a commitment to precision, we turn complex financial challenges into clear, actionable solutions — so you stay in control, confident, and financially free.”
- Shane Phelps
Be A Part Of The Success
Clients Helped
0
+
Customer Satisfaction
0
%
Million Saved in Taxes
$
0
+
Years Combined Experience
0
+
our services
About Hemlock Financial Group
Our Mission
At Hemlock Financial Group we provide CPA services and specialized financial advisory. Our clients leverage our expertise ranging from outsourced CFO services to engagements implementing specific tax strategies.
- Zach Trahan
Aquisition
We are currently acquiring CPA and tax advisory firms to grow our great team and bring our suite of services to clients across the U.S. If you are Tax advisor looking to sell your practice, please reach out to us today.
- Shane Phelps
Client Success Stories
our services
Cost Segregation Studies
Cost segregation is a powerful tax planning strategy that allows real estate investors to accelerate depreciation deductions on specific components of a property, reducing taxable income and maximizing cash flow.
Read More >>
Outsourced CFo
Hemlock Financial’s Group Outsourced CFo Services offers you the power of strategic financial insights and planning, without the cost and commitment of a full-time executive.
Read More >>
Insurance
Insurance can be a powerful tool for tax planning! With Hemlock Financial’s expert insurance tax services, you can leverage your policies to save on taxes while securing your financial future.
Read More >>
Tax Resolution
At Hemlock Financial Group, we help shield our clients from this overbearing government agency to help them overcome financial hurdles and stressful times!
Read More >>
Real Estate
Our real estate consulting helps our clients minimize their tax bill and grow their wealth. The program provides end to end support, so you don't have to worry about construction or property management while taking advantage of the tax savings.
Read More >>
Bookkeeping
Running a business is hard work—managing your finances shouldn’t be. With Hemlock Financial’s dedicated bookkeeping services, you can stay focused on growth while we take care of the numbers.
Read More >>
R&D Tax Credit
The R&D (Research and Development) Tax Credit is a valuable incentive designed to support companies investing in research, development, and technological advancement.
Read More >>
eCommerce
Running an eCommerce business is demanding, and navigating the complexities of tax and accounting shouldn't be part of your worries.
Read More >>
Other Tax Credits
At Hemlock Financial, our team of specialists ensures you don’t miss valuable opportunities, helping you secure credits that benefit your bottom line and strengthen your business.
Read More >>
Advanced Tax Planning
At Hemlock Financial Group we provide bespoke tax planning services that minimize our client's tax liability. We use a holistic approach with a long-term view to implement strategies that support client's achieving their financial goals.
Read More >>Hemlocks’s Skills
One morning, when Gregor Samsa woke from troubled dreams, he found himself transformed in his bed into
testimonial
Words From Clients
|
“
I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now. When, while the lovely valley teems with vapour around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary,
Janete Jones
CFO Of Apple
“
I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now. When, while the lovely valley teems with vapour around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary,
Jame Gordon
Accountant
works from past
Our Case Study
Testimonials
Working with Hemlock Financial has been well worth the additional cost from moving over from my past accountant. I’m not sure if I can quantify how many fold over they have been worth it. Initially, they were hired to simply process my taxes for myself and my business. Though they were double the price of my previous accountant, they were the first to allow me to actually get a return vs owing several thousands of dollars in taxes.
Hemlock Financial Group stepped in when we were facing a complex tax issue and brought immediate relief—the IRS letters stopped almost right away. Their team has been consistent, diligent, and highly responsive throughout the process. In addition to managing all of our bookkeeping, they’ve also provided sound business and financial strategy advising that’s helped us make smarter, more confident decisions. We’re truly grateful for their expertise and steady support.
If you are looking for a cheap accountant, keep looking; Hemlock won’t be it. If you are looking for a financial partner that will help you grow your business the right way and want to see you succeed, you have found the right place.