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. For clients that qualify for our advanced planning we guarantee an ROI on our tax planning services. 

For many clients with large tax liabilities ranging from business owners to high income w2 employees a charitable holding company can be an effective strategy to minimize taxes, support a charitable organization, and take control of your assets. 

Many of our clients benefit from implementing a trust as part of their tax planning strategy. Our team has expertise in a wide range of trust strategies that provide both tax reduction and asset protection.  

At Hemlock Financial Group we implement a wide range of strategies to reduce taxes including implementing programs to reduce payroll taxes, implement work opportunity credits, ADA tax credits, R&D tax credits, and many others.

We provide exit planning for business owners who would like to sell their businesses. Maximizing your ROI and achieving your exit goals is our focus and typically the sooner we get involved in the planning process the better planning opportunities we can provide.  

We use entity structuring to allow our clients to build more valuable companies and lower their tax liability.