Tax Services

Identify tax opportunities and problems before they occur, with proactive tax consultants and trusted business advisors.

Talk To An Expert



Keep pace with a changing tax environment


Improve profitability with the right strategy


Tackle tax problems before they occur

Tax professionals and advisors who keep you moving forward with confidence.

As a successful professional, you need to understand the tax ramifications of your financial decisions before you make them. The challenge is that today’s tax environment is constantly changing and complex. HoganTaylor’s experienced tax consultants are vigilant through extensive research and real-time monitoring. We keep pace with current regulations so you don’t have to, and we help you and your organization decide the best direction based on your circumstances and objectives.

Talk To An Expert

Tax professionals and advisors

Tax advisory and compliance services to help you reach your goals


Innovative Solutions to Improve Profitability

Through comprehensive and innovative value-added tax services, our tax professionals work by your side to plan and implement strategies that can improve the profitability of your business. We encourage innovative thinking and foster an environment where people are motivated to bring new ideas to the table. The difference is evident in the variety and reach of tax services we provide to corporations, partnerships, limited liability entities, individuals, trusts and not-for-profits.

Big Firm Expertise, with a Personalized Approach

At HoganTaylor, we’re big enough to have significant expertise, while keeping partners and managers connected to our clients. This is a significant difference between HoganTaylor and larger, national firms. We have access to the highest level of skill, while remaining quick and responsive through local decision-making.

Identify Opportunities and Problems in Advance

Through our three-dimensional approach, every tax engagement can be coordinated with our equally skilled audit, accounting and financial services teams in order to create the synergy needed to help identify tax problems and opportunities before they occur.

Comprehensive tax services include:


Income tax return preparation for individuals, businesses, estates and trusts, non-profit organizations and qualified plans

Estate and gift tax returns

Sales and use tax reporting

Ad Valorem tax reporting

Franchise tax reporting


Income tax planning

Estate and gift tax planning

Sales and use tax planning

Ad Valorem tax planning

Franchise tax planning

General business operation

Business transition consulting

Business acquisition and sale consulting

Tax consulting services also bridge into:

Investment planning

Cash flow planning

Life goal planning

Risk management planning (insurance)

Retirement planning

Family transition planning

Charitable gift planning

Industries and Areas of Specialty:

Business Services


Corporate Partnerships and LLCs (organization, operation and dissolution)



Medical and Dental

Multi-state tax


Oil and gas


Professional services


Real estate



Tax Department Outsourcing

Talk To An Expert Download Info Sheet

Estate Planning Services

You’ve worked hard for your success and leaving a lasting legacy for future generations is paramount. To achieve a lasting legacy, you need comprehensive estate planning advice that is customized for your unique goals. Our team of business advisors and CPAs seeks to elevate the work of your existing advisors through enhanced wealth succession strategies, innovative planning tools, and the financial guidance you need to achieve your long-term goals.

More About Estate Planning Services

HT-Tax Services-Estate Planning

"HoganTaylor are very effective advocates."

“HoganTaylor are very effective advocates. Just like you need the right attorney if you get in a certain situation, I think you want people who, when questions come up, can communicate and represent you in an effective way. With Hogan Taylor, I'm pleased with the way they handle conversations about us, or our business, with other parties.”

— Diana Adams, Adams Investment Company


HT-Gold Angle Float Right

"We love helping clients solve problems."

Tony Otto - 450 x 500


“We really enjoy our work and we love helping clients solve problems. We bring peace of mind to our clients when it comes to their taxes — for the unexpected or the every day — we can help you find the best solution. Whether it’s solving succession issues, thinking through estate plans, or just being there to listen, my job is to provide peace of mind so that our clients feel confident.”

— Tony Otto, CPA/ABV, CVA, Lead Tax Partner

Bio and Contact Info

Let’s work together.


Talk to a HoganTaylor Expert

Have a conversation with our experienced advisors. We listen, get to know you, your company, and your goals.


We Take Your Business to Heart
We find out what’s important to you and make it important to us. Our team creates a customized plan and together we refine it to ensure success.


Move Forward with Confidence
Now, you can rely on expert advisors who help you solve your biggest challenges.

Talk To An Expert

Move forward with confidence
Talk to an Expert

Ready for a more proactive approach? Get the tax advisory and compliance services you need to stay in command of your business.