The year-round approach to taxes.
Whether you are interested in solely tax services or aligning your investments with a tax strategy, we are here to help.
Our Story
HIPPO Tax Services began January 1, 2017 when Founder Thomas Curran re-evaluated the idea of “tax season”. The thought of offering a service during a portion of the year didn’t sit well, so he went to work compiling a plan to approach taxes year-round.
With over 50 years in the investment business, Tom knew taxes had always been considered a separate challenge from wealth management, but wanted to streamline the process. More importantly he knew that people like choices. Therefore, whether clients wanted solely tax services or a hybrid of wealth management and tax planning, he wanted to create a well-rounded approach to one’s financial future.
HIPPO stands for High Net Worth individuals, Integrated tax strategies, Personalized approach, Professional expertise and Optimal client experience.
Our Services
Life Events
Getting married, starting a family or unfortunately losing a loved one can change your tax outcome. We will help you plan ahead to adjust payments accordingly.
Retirement
Managing your income after retiring can be very difficult. We inform you of social security and retirement distributions and how they will change your tax picture.
Investment Tax
We strive to keep our clients informed regarding interest, dividends and capital gains while suggesting payment amounts to mitigate year-end tax burden and penalties.
State Taxation
We can help you navigate income tax, retirement benefits or managing multiple businesses across states. We consider the state you are leaving, and show how your taxes will change based on the state you are entering.
Charitable Giving
While there are many ways to donate to a charity, it is crucial that you become aware of all possibilities to ensure you are making the best decision for you when it comes time to donate or leave a legacy.
Strategic Investing
We work with Curran Wealth Management to align your taxes with your current investment needs. We understanding how overwhelming taxes can be especially when you are trying to invest your earnings. Our first consultation is complementary!
From building reports to building relationships
Taxes are known to be seasonal. We all know to do them, and when to file, but when it comes down to completing the process, an inevitable wave of anxiety sets in making us question if we’ve accounted for everything. Our year-round approach helps you build a lasting relationship with our CPA so when it comes down to filing we have a common understanding of the ins and outs of your financial situation. This approach not only helps us get to know you, but can help us provide a proactive plan so you’re prepared when life throws you a curve ball.
