Financial Planners

Tax considerations are an important part of any financial planning, be it retirement, college funding, health care, investing or estate planning. Yet some financial advisors aren’t looking at planning through this lens. That is where HerrickGlobal has you covered.

At HerrickGlobal, we collaborate with many financial planners across the world, to bring their clients into tax compliance with full confidence and confidentiality. We are licensed to practice in the United States and Canada. As public accountants, we can prepare tax return and submit them to the Internal Revenue Service and the Canada Revenue Service on your client’s behalf. 

At HerrickGlobal, we can give you peace of mind that comes with knowing you won't face the unknown alone. Our highly trained advisors can handle all your tax filing needs quickly and efficiently. Schedule an appointment today - we look forward to meeting you!