Our wealth management and consulting services focus on our clients’ most critical issues and opportunities.

We bring deep, functional expertise, but are known for our fun approach to work. We love what we do and we love bringing our success to our clients.


Hampton Tax and Financial Services, LLC is a different type of wealth management services firm. We have some of the best industry experts and offer unique access to specialist expertise and analytical tools.

Our solutions are innovative and brave, while at the same time based on industry knowledge and key strategies. We believe there is always a solution.


The Hampton Tax and Financial Services, LLC team consists of expert strategists committed to helping our clients with their most complex challenges and building tailored solutions to help them achieve sustained growth.

We begin by helping our clients choose where to focus to get the greatest return on their business investment. We aim to find the quickest route to success.

Tax Return Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the U.S. Government’s General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional. We will provide a tax return checklist of commonly overlooked deductions to help limit your tax liability. Your tax return will be checked and rechecked by our tax professionals to identify potential problems the IRS may look at more closely and to limit IRS contacts. Your tax return will be filed electronically so you will get your refund back quicker. We will also show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months? We will also show you potential deductions to help limit your tax liability for next year.

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Prior Year Tax Return Preparation

Every day the IRS computers and IRS Agents are getting more sophisticated. It’s just a matter of time before they catch up with you. This is not a situation to take lightly, failing to file your tax returns is a criminal offense. If you do not file, you can be prosecuted and punished with potential jail time of up to one year in prison for each year not filed. Why risk potentially losing your freedom for failing to file your tax returns? Let us give you the peace of mind you deserve by helping you get in compliance with the law. If you voluntarily file your delinquent tax returns you’ll likely avoid further problems other than having to pay the interest and penalties. If you wait for the IRS to file your tax returns for you, they will be filed in the best interest of the government, usually with little or none of the deductions you are entitled to. Before anything can be done to extract you from this predicament all of your tax returns must be filed. You must be current. In most cases you will likely owe taxes, interest, and penalties after your delinquent tax returns are filed. Once we see how much is owed, we’ll set a course of action to get you off the hook!

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Tax Planning

Planning is the key to successfully and legally reducing your tax liabilities. We continually look for ways to minimize your taxes throughout the year, not just at the end of the year. We make it our priority to enhance our mastery of tax law, complex tax codes, and new tax regulations. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We recommend tax saving strategies that help you grow and preserve assets, defer income so you pay less taxes, reduce taxes on your income so you keep more of what you make, reduce taxes on your estate so your family keeps more of what you’ve made, reduce taxes on your gifts so you can give more, reduce taxes on your investments so you can grow your wealth faster, and reduce taxes on your retirement distributions so you can retire in style.

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Free Electronic Filing

Our firm is an Authorized IRS e-file provider offering free electronic filing to all clients who use our tax return preparation services. The benefits of e-filing your tax return include accurate and secure transmission of your tax information to the taxing authorities, proof of filing (an acknowledgment is issued when your return is received and accepted), and faster processing of your refund.

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Business Entity Selection and Formation

What does it mean to incorporate? Incorporating a business means turning your sole proprietorship or general partnership into a company formally recognized by your state of incorporation. When a company incorporates, it becomes its own legal business structure, set apart from the individuals who founded the business. Through incorporation, the company’s owner or owners create a separate legal entity to transact business. This new business entity, corporation or limited liability company (LLC), transforms the way the business is seen through the eyes of the law and has more credibility with potential customers, vendors and employees. You have a business to manage, and incorporating takes time. Let our business filing experts save you time, hassle, and money to incorporate your business. Our goal is to simplify the start-up and development phases so you can focus more of your attention on growing your business. We provide a FREE consultation to select the right structure for YOUR company. Significant tax savings can be achieved based on the nature of your business and the structure of your company. Our goal is to help you select the right structure and then realize the tax savings each year going forward. Once you decide on incorporation, call us to handle all the details for you. If you are not sure how your choice of business formation will effect your tax situation contact us for a free consultation.

Our experts will determine if the name you have chosen for your business is available for use in your state. If not, we will contact you so that you can choose an alternate name. Our professionals will file the appropriate forms with the state to start your business and ensure that they comply with all state filing requirements. We will then work to resolve any issues that may arise and monitor the progress until the incorporation documents are accepted and filed by the state. As soon as we receive the official filed incorporation documents from the state, we will email them to you for your records and safekeeping.

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Amendments to Incorporation Documents

An official amendment to your company’s Articles of Incorporation (Corporation) or Articles of Organization (LLC) filed with the state is required any time that you amend the provisions of your company’s original Articles. Changes that may require you to file Articles of Amendment typically include change of company name, change of the principal business address of company, or change of the purpose or activities of the business.

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Business Start-up Packages

Do you want to start your own business? Many people do, but don’t know what steps to take. Let us help. We have a “blueprint” for what you need to start your business and get it up and running. We’ve started businesses from the ground up, so we know what it takes and how to save you money. We will check the availability of a business name, prepare and file the business formation documents with the state, and obtain an IRS Employer Identification Number. We will also provide consultation on obtaining business cards, selecting an office phone/fax system, starting a business checking account, choosing the right accountant/accounting software, obtaining business credit, marketing your business, website design, and many other business strategies. Let our experience guide you, save you money, and get your new business up and running smoothly and quickly.

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Business Coaching

A business coach is focused on creating a successful business. The role of a business coach is to coach business owners through guidance, support, accountability and encouragement. Business coaching is about making improvements and changes so that you and your business perform at a much higher level, continually growing. These areas of growth can occur both on a personal and professional level, to improve the way you run your business and ultimately the profits you generate. Business coaching helps to get the most out of your time, resources and investments. Although business coaching is regularly used when companies aren’t performing well, it’s also extremely beneficial when a company is successful to build on the success and take it to an even higher level. The overall goal of business coaching is always focused on enabling growth, productivity and increasing profits in order to make the business more successful and the business owner more fulfilled.

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Business Consulting

First and foremost, we get to know you and understand your business. As the business owner, you know more about your business than anyone else. For this reason, we will take the time to learn from you the ins and outs of your business. It is only after a complete understanding of your business that we can begin to help you. After we have learned the details of your business, we go to work identifying problems and opportunities. Those may be problems and opportunities you point out to us, but we also have a process to identify problems and opportunities which you may have overlooked. We bring fresh eyes, fresh experience and an open mind to your business enterprise, providing a completely different perspective than that of someone who has been running the company for some time or someone looking to start a new venture. After identifying the problems and opportunities of your business we will then analyze this information to provide solid solutions and plans for the future. Often times, business owners are so focused on working “in” the business that short term and long term outlooks and strategies are overlooked and neglected. We can re-focus your company’s strategies to solve immediate problems, while taking advantage of future opportunities. In short, we will minimize expenses and maximize profits through our proven process.

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IRS Employer Identification Numbers

An IRS Employer Identification Number is required for businesses to open bank accounts, apply for loans, hire employees, etc. We will register your business with the IRS and secure a tax identification number for your entity.

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Dun and Bradstreet (DUNS) Numbers

The Data Universal Numbering System or D-U-N-S® Number is the industry standard for business listings worldwide. Many companies get a DUNS number to generate new business.The number is required for any business submitting federal grant and cooperative agreement applications, as well as businesses applying for the Small Business Administration’s America’s Recovery Capital loans. The D-U-N-S® Number is widely used by both commercial and federal entities and was adopted as the standard business identifier for federal electronic commerce in October 1994. The D-U-N-S Number® was also incorporated into the Federal Acquisition Regulation (FAR) in April 1998 as the Federal Government’s contractor identification code for all procurement-related activities.The Federal government requires that all applicants for Federal grants and cooperative agreements with the exception of individuals other than sole proprietors, have a DUNS number.

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Wealth Management

What is Wealth Management?

Wealth Management is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life. We can help you create a sound financial plan in six steps:

Establish your financial goals – short, medium and long term

Write down Work your assets and liabilities

Evaluate your current financial situation – how close are you to achieving your goals?

Develop a plan – create a “road map” for achieving your financial goals

Implement your plan – make the changes and make it happen

Monitor and review your plan at least yearly and make adjustments when needed

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College Planning

Every child dreams about what they will be when they grow up. A college education can be the most important factor in that dream becoming a reality. The available education planning choices can be confusing, and it is important that you have someone who understands how your savings will affect your child’s or grandchild’s ability to qualify for financial aid, as well as the implications for your income, gift, and estate tax situation. We can help you calculate not only how much you’ll need to save for college, but also which investment products are appropriate for your situation. We can also determine how your savings will affect your child’s financial aid eligibility, and how all of this will impact your tax situation.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Estate Planning

No one likes to dwell too long on their own death or the impact it will have on their loved ones. A sad situation is made much worse, however, when a will is contested or no thought has been given to taxes. Estate planning allows you to take action now to ease the burden of your relatives when you pass away. It also assures that your assets will be distributed per your instructions. Our consultants are ready to discuss your concerns about your estate and design an estate plan tailored to your unique circumstances. We will review and update all relevant documents such as wills, power of attorney, and health care directives and assure their legality by coordinating with other estate planning professionals when necessary. We will recommend trusts or insurance that protect your wealth and minimize taxes. Estate planning is not everyone’s favorite topic, but a bit of work now will relieve any worries you may have about the future and make a hard time for your family much less difficult.

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Preparing for the unexpected is one of the most important aspects of financial planning, but can also be one of the most complex. Determining how much coverage you need to protect loved ones in your absence, supplement income needs in the event of a disability, or protect a business requires specialized knowledge. And it relies on an in-depth and holistic understanding of your financial picture to help ensure the coverage you select is not only adequate for your needs, but represents the best cost-for-value.

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Accounting Software Training

We provide training on an accounting software package that allows business owners to track revenues and expenses and generate reports so they can determine the operating performance of their business. The software uses bank-grade security to import and manage all major personal, corporate, and commercial bank, debit card and credit card transactions daily, completely eliminating manual entry. The software also allows you to quickly add cash expenses, capture mileage, time, and other reimbursable and billable expenses. Even better, transactions under $75 will automatically generate an IRS guaranteed eReceipt. So you can lose those paper receipts! Your expenses are automatically created from receipt images and attached to imported bank and card transactions. No more manual entry, no more stuffing receipts into a manilla envelope. Just take a picture and the software will do the rest. You can track your business mileage using GPS or odometer readings. The software comes with mobile apps for iOS, Android, BlackBerry, and Windows phones. Best of all the the software is FREE. We will come to your location to provide the training.

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Free Pick-up and Drop-off Services

We will come to your location anywhere in the Metro Atlanta area to pick up and drop off your documents.

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Call today to schedule an appointment!