Business Page
Hampton Tax and Financial Services, LLC
Tax & Financial Services
4.8 stars
87 Reviews
Markets served
Nationwide
Licenses, Designations or Certificates
IRS Registered Tax Preparer IRS AFSP FINRA Series 6 license FINRA Series 63 license FINRA SIE license Registered Financial Consultant (RFC) Certified Financial Education Instructor (CFEI)
About us
Hampton Tax and Financial Services, LLC is a comprehensive financial services firm. Bill has been a real estate investor since 2010 and specializes in real estate taxation. We provide financial planning, tax return preparation, tax planning, college planning, estate planning, and business consulting services. The mission of our tax return preparation division is to successfully and legally reduce your tax liabilities. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We are dedicated to making your life less taxing. Many people can prepare tax returns, but few have the knowledge, experience and creativity to develop a tax plan unique to you that will save you thousands of dollars. Let Hampton Tax and Financial Services, LLC review your tax return now to see which tax strategies you are missing out on. Hampton Tax and Financial Services LLC is also a fiduciary, fee-only, financial life planning firm that makes financial education and guidance accessible to busy professionals throughout the country. We help business owners, corporate executives, real estate investors, individuals and their families make better financial decisions regardless of their income, net worth, or assets. We collaborate with clients to establish financial goals and build a workable financial plan that includes Tax Planning, Cash Flow Management, Debt Reduction, Credit Score Management, Asset Protection, Risk Management, Education Planning, Retirement Planning and Estate Planning. Before we can effectively design a plan, we need to fully understand where you are now, where you want to go, and why. We use this information to provide personalized solutions for your unique situation. As your situation changes, we reassess and make adjustments. Your financial success is a matter of choice, not chance. The mission of our business consulting division is to help entrepreneurs and small business owners start, manage and grow their businesses. Our goal is to provide effective solutions designed to boost your business. Our consultants design solutions tailored specifically to the needs of your business to ensure you achieve your dreams of success. We have over two decades of financial experience and have appeared in numerous media outlets including Yahoo News, NerdWallet, Financial Planning Magazine, Black Enterprise Magazine, KeeperTax.com, Thryv.com, Stessa.com, CreditCards.com, the Henry Neighbor, and the Henry Daily Herald. We provide the following services: New Real Estate Investor Tax Consultation Individual Tax Return Preparation Out-of-State Tax Return Preparation Real Estate Investor Tax Return Preparation Corporate Tax Return Preparation Real Estate Agent Tax Return Preparation Partnership Tax Return Preparation Prior Year Tax Return Preparation (Back Taxes) Tax Planning Financial Planning Education Planning Retirement Planning Estate Planning (Wills and Trusts) Cost Segregation Studies Asset Protection Risk Management Credit Score Management Business Entity Selection and Formation Business Consulting IRS Employer Identification Numbers Life Insurance Want to learn more about our process, services, and how we can work together? We invite you to contact us at https://HamptonTaxandFinancialappointments.as.me/ for a complimentary discovery call.
Specialties
Financial Planning
Fee-Only
Retirement Planning
Estate Planning
Budgeting
Debt Management
Insurance Planning
Tax & Accounting
Tax Planning & Strategy
Tax Prep & Filing
RE Professional Status
Syndication Taxes
Cost Segregation
STR Loophole
MultiState Taxes
Creative Financing Tax
Business Taxes
Reviews (87)
4.8 stars
87 Reviews
4.8 stars
79 Reviews
5.0 stars
8 Reviews
5.0 stars
2 months ago
Reviewed by
Adolph Bellamy
I’ve been working with Mr. Hampton for a few years now for my personal and business taxes. I must say that I have no regrets. He’s very knowledgeable in the tax code and he’s a collaborative communicator. He makes my life quite thoughtless and easy during tax season. What’s ore important is that gives also me great ideas strategies to use all throughout the year so that tax season is a good season. He’s got a long time customer in me.
5.0 stars
2 months ago
Reviewed by
Carmen Williams
Bill is very knowledgeable about taxes, real estate and financial planning. He is always willing to take the time to answer questions, share recommendations, in addition to providing quick turnaround times for his tax preparation services.
5.0 stars
3 months ago
Reviewed by
Waldo Guerrero
Very informative. Understands real estate taxes. Well worth new real estate consultation. I plan on working with him longer. Will report back after working with him for longer period.
5.0 stars
3 months ago
Reviewed by
Adriene Kershaw
Bill was very knowledgeable and helpful in financial planning and education on taxation for my business! 10/10 recommend
5.0 stars
9 months ago
Reviewed by
Tabitha Mckelvy
Bill is great. He’s saved me so much money on my taxes as I transition into doing real estate full time. As an Airbnb Host, landlord and realtor my taxes can be quite complicated but he helps me to leverage credits to the fullest. He’s also a wealth of knowledge whenever I have questions about tax planning and efficiency. Thanks Bill!
5.0 stars
10 months ago
Reviewed by
Ronnie Galindo
Bill is so a knowledgeable and very experienced! We spent a good amount of time on the phone and he taught me so much! I am excited to have his expertise when it comes time for taxes for both my personal taxes and my business! I would highly recommend Bill! Thank you again Bill! Look forward to working with you!
5.0 stars
10 months ago
Reviewed by
Brian Garlington
I absolutely recommend Bill Hampton and his team for anyone that is looking for very competent representation when it comes to tax strategies in general and investment property in particular. I have rental properties in California as well as Ohio and Bill came highly recommened from a member of BiggerPockets. Intitally I was somewhat skeptical because I had never worked with someone out of state when it comes to having my taxes done. Bill and his team proved to be more than worth it and extremely knowledgeable. I will certainly ustilize him again this year.
5.0 stars
10 months ago
Reviewed by
Kim Hawley
I am new to real estate investing. I had some questions and concerns with my current financial situation. Bill was able to provide me some sound advice on getting started, and what I need to learn, and how best to utilized the financial resources that I have.
When I have my first real estate investment, Bill will be my first call for taxes!
Thanks again Bill!
5.0 stars
10 months ago
Reviewed by
Lois Randley-Jones
Bill with Hampton Tax and Financial Services is very knowledgeable and amazingly thorough. Bill reviewed my 2017, 2018 and 2019 tax returns and found over 13 errors and missed opportunities. Those deductions were worth several THOUSAND DOLLARS!! I highly recommend Bill Hampton and value his tax and financial expertise.
5.0 stars
10 months ago
Reviewed by
Ben Bradmon Jr
Looking for a CPA? Have complicated taxes, including business, self employment, W2’s etc? Bill Hampton is the guy to go to. We used him for the first time for our 2018 taxes. Even though our taxes are quite complicated he was able to help us get our biggest return yet.
5.0 stars
10 months ago
Reviewed by
Anna Watkins
Numbers and I have a hard time communicating. I met with Bill to go over my 2017 return, so I could understand all the numbers for my rental properties and what they mean. He's very knowledgeable and also personable, and also has no problem saying if he doesn't have the answer right away and needs to do some research.
I feel like I have a much better grasp on what to expect when the 2018 return is done (yes, I have an extension), and I feel pretty good about my bookkeeping. The next step for me is turning the bookkeeping into periodic profit and loss reports, and Bill gave me tips and steps on how to do that. Definitely recommended.
5.0 stars
10 months ago
Reviewed by
Dante Feria
I met with Bill yesterday to review my tax returns for 2018 where he pointed 19 Items entries on our return we were not using to claim any deduction. On 2 of our properties, deductions was entered on the wrong line item which has cause us being questioned on our latest loan with the bank.
If you are a real estate investor and want to make sure your not missing out when filing your tax get with Bill before the next tax season.
5.0 stars
10 months ago
Reviewed by
Mitch Price
Wow! Where do I start! Bill helped me out tremendously with my tax preparation! Very knowledgeable and informative to all the questions and concerns I had. Very professional and responsive, which is a trait I admire in the people I choose to work with. I gave my Real Estate business a real boost from day one. I am definitely working with him again in the near future.
5.0 stars
10 months ago
Reviewed by
Sam Walker
Bill is extremely knowledgeable in the financial planning and tax preparation areas. He knows how to make your money work for you, and has an extremely pleasant demeanor. I definitely recommend his services.
5.0 stars
11 months ago
Reviewed by
Jen Gao
Wonderful experience working with Bill. He's very knowledgeable and super patient with answering all my financial planning and tax strategies questions. As a relatively new real estate investor, he helps me feel confident and supported throughout this complex journey.
5.0 stars
a year ago
Reviewed by
M Waters
Mr. Hampton has expert level knowledge of the multiple tax scenarios that real estate investing can create. My consultation with him saved me tens of thousands of dollars this year. The knowledge he shared about long term tax planning and rental investments as it relates to the intended plans for my residence and rental property saved me hundreds of thousands of dollars in tax consequences. I HIGHLY recommend Hampton Tax and Financial Services, LLC
5.0 stars
10 months ago
Reviewed by
Ronnie Galindo
Bill is so a knowledgeable and very experienced! We spent a good amount of time on the phone and he taught me so much! I am excited to have his expertise when it comes time for taxes for both my personal taxes and my business! I would highly recommend Bill! Thank you again Bill! Look forward to working with you!
5.0 stars
10 months ago
Reviewed by
Brian Garlington
I absolutely recommend Bill Hampton and his team for anyone that is looking for very competent representation when it comes to tax strategies in general and investment property in particular. I have rental properties in California as well as Ohio and Bill came highly recommened from a member of BiggerPockets. Intitally I was somewhat skeptical because I had never worked with someone out of state when it comes to having my taxes done. Bill and his team proved to be more than worth it and extremely knowledgeable. I will certainly ustilize him again this year.
5.0 stars
10 months ago
Reviewed by
Kim Hawley
I am new to real estate investing. I had some questions and concerns with my current financial situation. Bill was able to provide me some sound advice on getting started, and what I need to learn, and how best to utilized the financial resources that I have.
When I have my first real estate investment, Bill will be my first call for taxes!
Thanks again Bill!
5.0 stars
10 months ago
Reviewed by
Lois Randley-Jones
Bill with Hampton Tax and Financial Services is very knowledgeable and amazingly thorough. Bill reviewed my 2017, 2018 and 2019 tax returns and found over 13 errors and missed opportunities. Those deductions were worth several THOUSAND DOLLARS!! I highly recommend Bill Hampton and value his tax and financial expertise.
5.0 stars
10 months ago
Reviewed by
Ben Bradmon Jr
Looking for a CPA? Have complicated taxes, including business, self employment, W2’s etc? Bill Hampton is the guy to go to. We used him for the first time for our 2018 taxes. Even though our taxes are quite complicated he was able to help us get our biggest return yet.
5.0 stars
10 months ago
Reviewed by
Anna Watkins
Numbers and I have a hard time communicating. I met with Bill to go over my 2017 return, so I could understand all the numbers for my rental properties and what they mean. He's very knowledgeable and also personable, and also has no problem saying if he doesn't have the answer right away and needs to do some research.
I feel like I have a much better grasp on what to expect when the 2018 return is done (yes, I have an extension), and I feel pretty good about my bookkeeping. The next step for me is turning the bookkeeping into periodic profit and loss reports, and Bill gave me tips and steps on how to do that. Definitely recommended.
5.0 stars
10 months ago
Reviewed by
Dante Feria
I met with Bill yesterday to review my tax returns for 2018 where he pointed 19 Items entries on our return we were not using to claim any deduction. On 2 of our properties, deductions was entered on the wrong line item which has cause us being questioned on our latest loan with the bank.
If you are a real estate investor and want to make sure your not missing out when filing your tax get with Bill before the next tax season.
5.0 stars
10 months ago
Reviewed by
Mitch Price
Wow! Where do I start! Bill helped me out tremendously with my tax preparation! Very knowledgeable and informative to all the questions and concerns I had. Very professional and responsive, which is a trait I admire in the people I choose to work with. I gave my Real Estate business a real boost from day one. I am definitely working with him again in the near future.
5.0 stars
2 months ago
Reviewed by
Adolph Bellamy
I’ve been working with Mr. Hampton for a few years now for my personal and business taxes. I must say that I have no regrets. He’s very knowledgeable in the tax code and he’s a collaborative communicator. He makes my life quite thoughtless and easy during tax season. What’s ore important is that gives also me great ideas strategies to use all throughout the year so that tax season is a good season. He’s got a long time customer in me.
5.0 stars
2 months ago
Reviewed by
Carmen Williams
Bill is very knowledgeable about taxes, real estate and financial planning. He is always willing to take the time to answer questions, share recommendations, in addition to providing quick turnaround times for his tax preparation services.
5.0 stars
3 months ago
Reviewed by
Waldo Guerrero
Very informative. Understands real estate taxes. Well worth new real estate consultation. I plan on working with him longer. Will report back after working with him for longer period.
5.0 stars
3 months ago
Reviewed by
Adriene Kershaw
Bill was very knowledgeable and helpful in financial planning and education on taxation for my business! 10/10 recommend
5.0 stars
9 months ago
Reviewed by
Tabitha Mckelvy
Bill is great. He’s saved me so much money on my taxes as I transition into doing real estate full time. As an Airbnb Host, landlord and realtor my taxes can be quite complicated but he helps me to leverage credits to the fullest. He’s also a wealth of knowledge whenever I have questions about tax planning and efficiency. Thanks Bill!
5.0 stars
10 months ago
Reviewed by
Sam Walker
Bill is extremely knowledgeable in the financial planning and tax preparation areas. He knows how to make your money work for you, and has an extremely pleasant demeanor. I definitely recommend his services.
5.0 stars
11 months ago
Reviewed by
Jen Gao
Wonderful experience working with Bill. He's very knowledgeable and super patient with answering all my financial planning and tax strategies questions. As a relatively new real estate investor, he helps me feel confident and supported throughout this complex journey.
5.0 stars
a year ago
Reviewed by
M Waters
Mr. Hampton has expert level knowledge of the multiple tax scenarios that real estate investing can create. My consultation with him saved me tens of thousands of dollars this year. The knowledge he shared about long term tax planning and rental investments as it relates to the intended plans for my residence and rental property saved me hundreds of thousands of dollars in tax consequences. I HIGHLY recommend Hampton Tax and Financial Services, LLC
