Building Relationships, Solving Problems, Ensuring Visions
Our Firm
At David T. Hibshman CPA, CFP, we are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. With over thirty years of valuable experience, we assist individuals and businesses in achieving their financial goals. Our commitment to integrity and excellence, combined with our expertise and care, sets us apart from other firms.
Our Mission
Our mission is to help our clients maintain financial viability in the present, while taking a proactive approach to achieve financial goals for the future. We strive to establish open communication to understand our clients' needs and then follow through with research and analysis of the situation and possible plans of action. Using the highest standards of tax, accounting, and financial planning methods, we provide services and recommendations that lead to our clients' strong financial health.
Tax Planning
It is our job to see that you pay no more tax than the law requires. We monitor the changes in the tax law that could affect you and recommend tax-saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters. If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.
We recognize that tax planning is not only about reducing taxes but also about ensuring that your financial affairs are in order. We believe that every taxpayer has the right to know how to minimize their tax liability and maximize their net worth. This is why we have developed a comprehensive approach to tax planning that considers your unique financial situation, goals, and objectives.
Estate and Gift Planning
Estate and gift planning are critical aspects of financial planning, especially as individuals approach retirement or the distribution of their wealth. We help our clients develop a comprehensive estate plan that considers estate taxes, inheritance, and other financial implications. Our expertise in this area ensures that our clients' assets are preserved and passed on to future generations in the most tax-efficient manner possible.
Financial Planning
Financial planning is the process of defining and achieving your financial goals. We help our clients achieve financial wellness by creating a personalized plan that includes budgeting, saving, and investing. We also provide guidance on managing debt, investing in retirement accounts, and creating a sustainable financial plan that adapts to changing circumstances.
Recordkeeping
Effective recordkeeping is essential for maintaining accurate financial records, meeting compliance requirements, and making informed financial decisions. We help our clients maintain accurate and up-to-date financial records, including financial statements, tax returns, and other financial documents. Our recordkeeping services ensure that our clients have peace of mind, knowing that their financial affairs are in order.
Other Services
In addition to our comprehensive services, we also provide a range of other services designed to support our clients' financial needs. These services include basic accounting services, financial statement preparation, and expert testimony. Our team is committed to delivering exceptional service and providing personalized attention to each client's unique situation.
Accounting Expertise
The reviews for David T. Hibshman CPA, CFP reveal a high level of satisfaction among clients. Hibshman accounting is described as a full-service accounting firm that has effectively addressed the complex financial needs of a small business over a period of 10 years. Exceptional Service is a hallmark of Hibshman's approach, as evident from the reviews. Unparalleled Expertise is another key attribute, with clients praising his ability to manage complex financial situations.
Client Relationships
Both reviews highlight the value of Personalized Service and Trustworthiness in Hibshman's work. The author, Lawrence Bartkus, credits him with resolving unique and complicated financial situations, showcasing Hibshman's Analytical Skills. Lisa Bailey's review corroborates this, emphasizing Hibshman's Integrity and Appreciation.
Consistency and Quality
The reviews illustrate Hibshman's commitment to Consistency and Quality, as evidenced by his success in managing complex financial situations over a decade-long period. This dedication to excellence has earned Hibshman a 5-star rating from both clients.
