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Business Accounting and Tax Services

(Business Accounting and Tax Services are provided by Hantz Tax & Business, LLC (HTB) or one of our affiliates)

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Corporate and Partnership Tax Preparation

Your Hantz Financial Services (HFS) advisor and his/her team can offer you advanced tax planning strategies, including entity structure analysis and compensation planning. Working with other Hantz specialists, your advisor can assist you with your company benefits, retirement plans, succession planning and legal services (provided by Shea Law firm). Your HFS team can also provide traditional payroll and payroll tax preparation services

Software Consulting

In addition to traditional tax preparation and planning services, we assist many of our clients through initial setup, training, and support in the use of their accounting software. We have certified Quickbooks Pro advisors on staff and are able to assist with Peachtree, MYOB, E2Shop, and other similar accounting software.

We also assist clients with more complicated items such as Trust and Estate Tax preparation, Trust Administration, Gift Tax preparation and Single 401(k) Administration.

Controllership Services

Small businesses often struggle with interpreting financial information because they do not have the budgets available to hire skilled professional staff. This "knowledge gap" can be filled though controllership services. Our expertise in business finances provides the client with important information to monitor the health of their operation and to make better-informed management decisions. Our services include commenting on financial activity, and recommending changes to the business structure, operating costs, or lines of business. It can also include computation and consultation regarding financial performance measures.

Compiled Financial Statements

A compilation involves obtaining client information and assembling it into the form of financial statements. This is often needed for bank loan compliance, bonding approval, or government contract approval. This same information is also essential for management to assess the performance of the operation. In some cases, the statements may include explanatory footnotes or supplementary schedules, as mandated by a third-party lender.

Review of Financial Statements

A review of financial statements consists primarily of inquiries of company personnel and analytical procedures applied to financial data. It is substantially smaller in scope than an audit, and the accountant would not express an opinion on the financial statements as a whole; instead, the accountant would provide limited assurance that there are no material modifications that should be made to the financial statement. Reviewed financial statements require complete footnote disclosure.

Audit of Financial Statements

Audits are the most comprehensive form of assurance that a CPA can provide on a set of financial statements. An audit is very involved in its scope and includes detailed testing of transactions. Much of this is accomplished through sampling techniques. In addition, outside corroboration of information is required.

Personal Financial Statements

Occasionally, personal financial statements from shareholders of closely-held businesses are required to comply with bank covenants. We can assist by assembling the client's personal information into a financial statement under prescribed requirements of the American Institute of Certified Public Accountants.

Agreed-Upon Procedures

This involves performing certain procedures determined by management and/or other third parties if necessary. For example, this service could include performing an inventory observation or applying certain tests to accounts receivable.

Reporting on Pro Forma Financial Information

Many startup or growing companies require outside financing. To obtain such financing, the third party often looks for projections or forecasts of revenue, expenses, and cash flow. We can assist the client in developing and reporting these projections or forecasts to the bank or other outside investors.

For a free consultation with a specialist, please provide us with the following information:




Please note that Hantz Group, Inc. is the parent corporation to a number of wholly or partially owned subsidiary companies, including but not limited to Hantz Financial Services, Inc. (a broker-dealer/mortgage broker), Hantz Tax & Business, LLC (an accounting and tax preparation company), Hantz Agency, LLC (an insurance agency), Hantz Commercial Insurance Agency, LLC (specializing in insurance for businesses), PLUS Agency, LLC (an impaired insurance agency), Hantz Benefit Services, LLC (an employee benefits agency), Hantz Lending, LLC (a mortgage broker), Hantz Software, LLC (a computer software company); Hantz Technology, LLC (a computer technology company), Hantz Group Sports & Entertainment, LLC (sports and entertainment), Hantz Group Racing, LLC (stock car racing), Hantz Soccer USA, LLC (indoor soccer), Hantz Farms, LLC, (an urban farming company), DiLaura Brothers, LLC (a bowling distributorship), Bowling IQ, LLC (a bowling training center), Hantz & DiLaura Properties, LLC (owners of a bowling property); Hantz Air, LLC (a charter aircraft company), Hantz, Rhoades & Doehrer, LLC (an accounting firm), Hantz Titus Urbanski, LLC ( an accounting firm), Hantz Ewald, LLC (an accounting firm), Hantz Real Estate Ventures, LLC (a real estate holding company), 1540 South Holland Sylvania, LLC (a real estate holding company), Hantz Golf, LLC, Hantz Golf Club of Tecumseh, LLC.