Proactive Tax Planning That Goes Beyond Compliance
Tax planning isn’t just about filing returns—it’s about understanding the full picture and making informed decisions throughout the year. At HBE LLP, we provide thoughtful tax planning and preparation services designed to help individuals and organizations manage risk, minimize surprises, and plan confidently for the future.
As a Nebraska-based Midwest CPA firm, we partner with clients across industries to deliver tax strategies that align with their goals, operations, and long-term plans—not just year-end deadlines.
Tax Planning & Advisory
Proactive tax planning is at the core of our approach. We work with clients throughout the year to evaluate opportunities, address changes in tax law, and support informed decision-making.
Tax planning services include:
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Strategic tax planning and forecasting
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Entity structure and transaction planning
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Multi-state tax considerations
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Ongoing consultation as circumstances change
Tax Return Preparation
HBE provides accurate, timely tax return preparation for individuals and organizations, supported by a deep understanding of applicable tax laws and reporting requirements.
Tax preparation services include:
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Business and individual income tax returns
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Partnership, corporate, and fiduciary returns
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State and local tax filings
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Coordination with accounting and assurance teams
Specialized Tax Support
Certain situations require a more tailored approach. Our team assists clients with specialized tax needs and complex reporting requirements.
Specialized services include:
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Succession and transition planning
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IRS and state correspondence support
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Tax considerations related to growth, restructuring, or change
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Coordination with advisors and legal counsel
A Collaborative, Integrated Approach
Tax planning is most effective when it’s informed by accurate financial information and a clear understanding of your operations. HBE’s tax professionals work closely with our accounting and assurance teams to ensure consistency, efficiency, and proactive planning—reducing duplication and improving outcomes.
Tax Expertise Across Key Industries
HBE brings deep tax experience in industries with complex and evolving requirements.
Construction & Contractor Tax Planning
We help construction companies navigate tax considerations related to revenue recognition, entity structure, multi-state operations, and long-term planning.
Agribusiness & Agriculture
Our team understands the unique tax challenges faced by farming operations and agribusinesses, including equipment and land considerations, succession planning, and fluctuating income.
Nonprofit Organizations
We assist nonprofit organizations with tax compliance and advisory services, including Form 990 preparation and guidance related to governance and reporting.
Planning for Today—and Tomorrow
Whether you’re managing current obligations or planning for growth, transition, or change, HBE’s tax professionals provide steady guidance grounded in experience, clarity, and responsiveness.
Let’s Talk About Your Tax Needs
From proactive planning to accurate preparation, HBE LLP is here to support your tax needs with insight and confidence.
Contact us to learn more about our tax planning and preparation services.