HBW Partners Tax Services LLC is a registered tax preparation company founded in 2014. Previously, we were known as Pathway Financial Design. At HBW Partners Tax Services LLC, we provide only high-quality, low pressure services for our clients. Our highly trained staff is here to help you with all your tax preparation and planning needs.
HBW Partners Tax Services LLC was founded to help both clients and preparers learn the ins and outs of taxes. There are over 3,700,000 words in the federal tax code and HBWPTS is here to provide guidance and stability as you navigate through this extensive code. We will walk our students through a 3 month training complete with software demos, webinar trainings, and all open book tests.
HBW Partners Tax Services LLC was founded to help both clients and preparers learn the ins and outs of taxes. There are over 3,700,000 words in the federal tax code and HBWPTS is here to provide guidance and stability as you navigate through this extensive code. We will walk our students through a 3 month training complete with software demos, webinar trainings, and all open book tests.
Services
The business entity-LLP, LLC, sole proprietorship, partnership, corporation, etc.- that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Joel D. Broersma, President of HBW Partners Tax Services LLC, has over 20 years of experience in the financial planning industry. He works "hands-on" in the office on a daily basis and enjoys studying the ongoing changes in the industry. He also converses with the IRS on a continuous basis. Joel and his wife of 25 years, Sue, have three children, Kellie, Heidi and Micah.
2020 Tax Organizer NEW CLIENT: The Tax Organizer helps us gather information and keep it organized. Please fill it out to the best of your abilities and bring along for your appointment. 2020 Tax Organizer - Returning Clients:The Tax Organizer helps us gather information and keep it organized. Engagement Letter 2020 - General The Engagement Letter is an agreement between yourself and our company for the preparation of your tax return.
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