Elevate your
financial confidence
Beyond taxes: your financial partner
Our unique annual membership model provides proactive support, integrated tax planning, financial advice when you need it, and more—all tailored to your life and business needs.
40
40 +
CPAs ready to help you keep your money
950
950 yrs
combined tax and financial experience
20,000
20,000 +
Individual and business clients served
Your financial health, simplified
Let’s streamline your path to financial confidence. Starting with a comprehensive assessment, we’ll tailor a plan that aligns with your year-round needs and goals. Our mobile app allows you to upload documents, request meetings, and access exclusive resources.
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Tax Services
Navigate the complexity of tax season with ease. We not only ensure compliance but also work with you year-round to maximize your savings. From personal and business taxes to trusts, estates, and gift tax returns, we’ll keep you ahead and informed every step of the way.
Audit coverage
Gain peace of mind knowing you’re protected. In the rare event of an audit by the IRS or other tax authorities, PaulHood stands by your side, offering comprehensive support and representation. We handle the details and communicate with auditors so you can get on with life.
Retirement planning
Secure your future with tailored retirement planning. Whether you’re just getting started saving or nearing retirement, our financial advisors work with you to craft strategies that align with your dreams. We’ll ensure you’re on track for the retirement you envision, adjusting as your life evolves.
Mobile App
Stay connected to your financial future with the PaulHood mobile app. Effortlessly upload documents, schedule meetings with your advisors, and access a wealth of learning resources—all from the palm of your hand. We make it easy for you to stay informed and in control of your finances.
Tap into a trusted network
Having the right team on your side makes all the difference. At PaulHood, we’ve curated a network of vetted professionals dedicated to your success. From insurance agents to legal advisors, our comprehensive network gives you access to top-tier expertise. Say goodbye to disjointed financial services and struggling to keep all of your advisors aligned. With a unified team and cutting-edge financial tools, you’re empowered to make decisions with confidence.
Financial Planning & Life Insurance
Property & Casualty
Attorney
Wealth Advisor
Corporate Employee Benefits
HR Consulting
Cost Segregation
Watch video
Home Office Deductions
Whether you’re new to home office deductions or looking to ensure you’re making the most out of every possible deduction, our eBook, Home Office Deductions for Small Business Owners, is your essential companion.
Our knowledge hub
Empower your decisions with on-demand, relatable insights.
Navigating a New Tax Year: Understanding IRS Inflation Adjustments
Preparing for 2023 Tax Season
Tax Rules for Gifting: Benefits, Exclusions & Tips
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All your questions, answered
Choosing a financial partner is big. We’re here to clear any doubts.
What makes PaulHood different from other CPA firms?
Most CPAs are extremely busy and only have time to meet with clients once a year—typically during tax season. Unfortunately, this timing is often too late to implement strategies that could significantly lower your tax bill.
At PaulHood, we go beyond traditional accounting and tax services to offer a holistic, proactive approach to your financial health. Our unique 12-month subscription model, combined with a dedicated team including a CPA and financial advisor, delivers personalized, comprehensive service throughout the year.
How does the 12-month subscription work?
Our subscription model provides continuous, comprehensive financial care. In addition to an annual tax planning meeting and tax preparation services, we meet with you at other times during the year to work on your financial health and retirement planning. You also get access to a mobile app and our vetted referral network. This model allows us to be proactive in meeting your financial health needs.
Can I customize my service package?
Absolutely. We understand that financial needs vary by individual and life stage. Our packages are fully customizable, allowing you to select the services that best fit your current needs. Whether you own a business, are nearing retirement, or getting ready to start a family, we’re flexible and can adjust your services as your needs change.
What’s included in audit coverage?
Our audit coverage provides peace of mind by offering five hours (you can add more hours) of support in the event you’re audited by the IRS or another tax authority. We can use this time to prepare necessary documentation, represent you in discussions with tax authorities, and provide guidance throughout the process to ensure the best possible outcome. Ordinarily, audit representation services cost $250 per hour, so this provides excellent value during what can be a stressful time.