Taxes and more for your peace of mind
Streamlined solutions for every tax situation across your lifetime
Get started
Transform your financial health with personalized, expert tax guidance
Working with PaulHood is about more than getting your taxes done; it’s about aligning tax planning with your financial goals. Whether you’re navigating today’s changes or planning for the future, proactive, strategic advice delivers peace of mind.
Your financial health, simplified
Let’s streamline your path to confidence in your taxes and personal finances. Starting with a comprehensive assessment, we’ll tailor a 12-month subscription plan that aligns with your needs and goals. Our mobile app keeps you connected, allowing you to upload documents, book meetings, and access exclusive resources.
Get started
Tax services
Navigate the complexity of tax season with ease. We not only ensure compliance when filing taxes but also work with you year-round to maximize your savings and help you take advantage of every appropriate tax deduction and credit. 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
Taxes play a big part in retirement plans. Our experts integrate tax optimization strategies with your retirement goals to craft a plan that maximizes savings and aligns with your vision for the future. We consider every aspect of your financial life to ensure your golden years are secure and prosperous.
Catching up on past tax returns
Behind on your tax filings? No problem. PaulHood can help you get caught up on filing overdue tax returns. We’ll deal with the paperwork and minimize potential penalties so you can enjoy peace of mind knowing you comply with federal, state, and local tax laws.
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.
Keep more, save more, protect more
Partner with PaulHood for expert, integrated tax strategies that support your personal financial goals—no matter your stage of life.
Others
12-month proactive partnership
Work with a dedicated team year-round—not just at tax time—for continuous financial health.
Holistic financial integration
Our team collaborates with your other advisors to ensure a unified approach to your financial future.
Customized client experience
We design a personalized service package tailored to match your business stage and financial goals.
Exclusive learning resources
Access to member-only newsletters and resources for ongoing education.
Independent financial advice
Receive unbiased, best-for-you financial and tax advice without ties to specific products or institutions.
12-month proactive partnership
Work with a dedicated team year-round—not just at tax time—for continuous financial health.
Holistic financial integration
Our team collaborates with your other advisors to ensure a unified approach to your financial future.
Customized client experience
We design a personalized service package tailored to match your business stage and financial goals.
Exclusive learning resources
Access to member-only newsletters and resources for ongoing education.
Independent financial advice
Receive unbiased, best-for-you financial and tax advice without ties to specific products or institutions.
Who needs PaulHood?
From personal milestones to marriage and family through retirement, life’s changes complicate finances. Let Paul Hood simplify them for you.
Individual
Investing
Buying a home
Starting a family
Changing careers
Preparing for retirement
Estate planning
Maximize returns with expert guidance
Investing in property can be lucrative when done right. PaulHood helps you evaluate potential properties, take advantage of tax benefits, and structure your transactions so your portfolio delivers the best possible returns. Let’s build your wealth together, one property at a time.
Get started
A big investment with major tax implications
Purchasing a home is a milestone that comes with complex financial considerations. PaulHood provides comprehensive support, from understanding how your tax filings will change to optimizing your investment. We guide you through the financial aspects of home buying, helping you make decisions that align with your long-term goals.
Get started
Set a secure financial foundation for your growing family
PaulHood helps couples navigate the complexities of merging finances, tax implications, and planning for joint goals. From filing taxes to selecting life insurance and saving for your child’s education, we provide personalized planning to help you prepare for every milestone.
Get started
Navigate your transition with strategic financial planning
A career change is a pivotal moment that requires careful financial planning. PaulHood supports you through this transition, offering guidance on managing potential income fluctuations and reallocating investments to align with your new path. We’ll ensure your financial strategy adapts seamlessly to your career shift.
Get started
Secure your future with expert planning
Planning is key to securing the retirement of your dreams. PaulHood offers personalized strategies to maximize savings, minimize taxes, and ensure a steady income stream. We guide you through every step, from early planning to adjusting strategies as you approach retirement, ensuring you can enjoy this new chapter of life.
Get started
Safeguard your legacy with comprehensive strategies
Estate planning is part of protecting your legacy and caring for your loved ones. PaulHood provides expert guidance on wills, trusts, gifts, and asset distribution, crafting a plan that reflects your wishes and maximizes benefits for your heirs.
Get started
Hear from happy clients
Discover why our clients trust us with their financial futures. Watch their stories to see the PaulHood difference in action.
See all testimonials
Watch video
“They excel at guiding you through any financial challenges”
Jennifer uses PaulHood for her tax and financial needs, seeking to understand personal financial changes.
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.
View all blogs