Your business doesn’t stand still — and neither should your financial strategy.

Our Periodic Business Reviews provide an opportunity to step back and evaluate how your business is performing, where it’s headed, and what adjustments can strengthen your results. These meetings go beyond the numbers to help you make informed, strategic decisions with confidence.

During each review, we:

Analyze current financial statements and key performance indicators

Compare results against goals, budgets, and industry benchmarks

Identify trends, risks, and opportunities for growth

Discuss tax planning strategies and cash flow management

Outline actionable next steps to keep your business on track

Whether held quarterly, semi-annually, or annually, these reviews are designed to ensure your financial picture stays aligned with your goals — and that you always have a clear view of what’s ahead.

Periodic Business Reviews help you stay proactive, not reactive — giving you the insight and clarity to run your business smarter.

Smart tax planning is more than an annual task — it’s an ongoing strategy to help you preserve wealth, minimize liability, and make confident financial decisions year-round.

At Hicks APC, we take a proactive approach to tax planning. We work closely with you to anticipate changes, identify opportunities, and align your tax strategy with your personal and business goals. Our focus is not only on what you owe today, but on how each decision impacts your future.

Our tax planning services include:

Strategic income and expense timing

Entity selection and structure optimization

Multi-year tax projections and scenario analysis

Retirement, investment, and estate tax planning

Business succession and transition strategies

Year-round advisory to adapt to new tax laws and life changes

With thoughtful planning and personalized guidance, we help you keep more of what you’ve earned — while positioning you for long-term success.

The best tax outcomes don’t happen at filing time — they’re built through planning.

Accurate. Timely. Strategic.

At Hicks APC, our approach to tax compliance goes beyond simply filing returns — it’s about ensuring every detail is handled with precision while keeping your broader financial goals in view. We help individuals, businesses, and trusts stay fully compliant with ever-changing tax laws, minimizing risk and avoiding surprises.

Our team manages every step of the process, from gathering and reviewing financial data to preparing and filing all required federal, state, and local returns. We stay current with complex regulations so you can stay focused on what matters most — running your business or managing your personal finances with confidence.

Our tax compliance services include:

Preparation of individual, business, and trust tax returns

Multi-state and local tax compliance

Estimated tax calculation and planning

IRS and state correspondence assistance

Year-end reporting and information return filing

With a focus on accuracy, efficiency, and proactive communication, we make tax compliance seamless — so you can move forward knowing your obligations are met and your interests are protected.

Confidence starts with compliance — and compliance starts with a trusted advisor.