Financial and Retirement Planning

Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement.  We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance and tax, estate and business succession planning.  Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.  The road to retirement is a long one and we can help you take the proper steps to reach your goals 

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones.  For businesses, it can maintain a smooth succession of ownership.  Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.  Everyone should have a well thought out plan as to how to disburse one's estate to avoid complications and to be protect our clients' wishes.  This reduces the stress experienced during a time of loss. 

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.  Hammill Consulting will support you on financial issues such as initial accounting system set up, cost containment, tax planning, investments, and employee benefit and profit sharing plans.  

These services include but are not limited to:

  • General ledger and financial statement preparation,

  • Bookkeeping (monthly, quarterly or annual),

  • Accounting system setup and support,

  • Cash flow budgeting and forecasting,

  • Employee benefit and profit sharing plans guidance,

  • Corporate tax planning and return preparation.

Tax Preparation and Planning Services

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.  Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.  We are knowledgeable and up to date on the tax laws and the assets you own. 

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs.  However, it can only provide this information if you purchase the right product and install, set up and use it properly.  We don't just help you use the software, we help you use it more efficiently and effectively.

We offer the following solutions to help meet your QuickBooks needs:

  • Personal Training - We train you personally!  Either one-on-one or several individuals within your organization at your company's location.

  • Installation - We install QuickBooks on your stand alone computer or in a network environment, in either single-or multi-user mode. 

  • Setup - We assist new QuickBooks user with initial setup including:  EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports.  We also help experienced users manage their businesses more effectively by improving their current setup.  Many users experience problems and lack the ability to generate and track information as a result of inadequate setup.  

  • Support - Our QuickBooks support service can assist you with any installation, setup or operation help you might need.  In addition, our support is not limited to the software element, as we can also provide both accounting and payroll assistance.

  • Review - Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports.  This review ensures that you receive timely, relevant and reliable financial information.  We also inform you of any corrections, adjustments, or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business.  Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.