David Dalton

read moreThe BDO Alliance USA brings us the necessary tools to help us better serve our clients with greater flexibility, efficiency and cost effectiveness. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership. For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through more than 60 offices and 550 independent Alliance firm locations nationwide. As an independent Member Firm of BDO International Limited, BDO serves multi-national clients through a global network of more 73,000 people working out of more than 1,500 offices in over 162 countries.

read moreBuilding flexibility, growing wealth, and creating long-term financial freedom can feel overwhelming. Our team of certified financial planners and certified public accountants will help you provide for not only your own future, but the future of your loved ones as well. Whether your focus is on retirement, insurance in case of an unplanned disability or death, savings to provide for your children's education, maximizing the value of your estate, or simply making wise investments with a general growth goal, HHM's professionals are ready to assist you.

read moreA good valuation analyst knows that the true value of your business goes far beyond the financial statements. With professionals who are trained and certified in the field, hundreds of business valuations performed, and over 135 years of combined experience backing our expertise, HHM is able to go beyond the simple numbers and discover what really drives your company's value. We are experts at identifying the unique elements of your business that cause it to stand apart and make it the most attractive to investors or buyers.

read moreLet us help you establish a will with directives that gives you confidence your estate will be handled exactly as you wish. A well-designed plan should be flexible, keeping your goals within reach as situations change. We'll learn about your goals to develop a strong estate plan and help you update it as needed. Personal changes, substantial change in net worth, marriage, divorce, the birth of a child, or change in state of residency could make your present plan unworkable. Estate and income tax law changes may also render your present plan ineffective.

read moreStrengthen your firm's capabilities through increased performance and quality control recommendations. HHM constantly expands the breadth of our tax knowledge with ongoing research and education. But we realize that every situation is unique, which is why we take the time to get to know you and your goals. HHM CPAs are able to review your income, expenses, and potential tax liability during the year, while being mindful of the various rates and limits that can affect your income tax liability. We keep an eye out for additional tax law changes, and can help you time income and expenses to your advantage while considering the various tax deductions and credits that can save you tax dollars.