Bruce D. Hillegass, CPA is a comprehensive wealth management and tax preparation firm located in Macungie, Pennsylvania. We pride ourselves in providing personalized services to individuals and families. To that extent, we are committed to helping our clients improve their overall financial success. Our firm will work with you to identify the financial and tax issues that are important to you, make a detailed analysis of those issues, and offer recommendations to satisfy those needs.
Whether you are interested in retirement planning, college planning, or estate planning our firm can provide you with valuable information to help you with these types of financial decisions. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at info@hillegassfinancial.com or call us at (610) 967-6550.
We look forward to hearing from you. Determine your potential long-term care needs and how long your current assets might last.
Whether you are interested in retirement planning, college planning, or estate planning our firm can provide you with valuable information to help you with these types of financial decisions. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at info@hillegassfinancial.com or call us at (610) 967-6550.
We look forward to hearing from you. Determine your potential long-term care needs and how long your current assets might last.
Services
The firm of Bruce D. Hillegass, CPA has been providing tax services to clients since 1996 and wealth management services since 2005.
Bruce, the owner of the firm, is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER professional.
The firm was started with an emphasis on tax preparation and planning.
Over the years, however, we recognized our clients desire and need for additional services, specifically, wealth management services and integrated them into the practice.
Today, the practice focuses on the wealth management and tax preparation needs of individuals and families.
Bruce, the owner of the firm, is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER professional.
The firm was started with an emphasis on tax preparation and planning.
Over the years, however, we recognized our clients desire and need for additional services, specifically, wealth management services and integrated them into the practice.
Today, the practice focuses on the wealth management and tax preparation needs of individuals and families.
Bruce became a Certified Public Accountant in 1996 and a CERTIFIED FINANCIAL PLANNER professional in 2014.
He has been in continuous practice for 25 years.
Bruce started his practice as a CPA firm with an emphasis on tax.
Wendy joined the firm in 2005.
She is responsible for a wide range of client services including scheduling appointments, fielding client questions and concerns, preparing income tax returns, and bookkeeping.
Wendy is a graduate of Penn.
Katie, Bruce's wife, is a graduate of Millersville University and Lehigh University.
He has been in continuous practice for 25 years.
Bruce started his practice as a CPA firm with an emphasis on tax.
Wendy joined the firm in 2005.
She is responsible for a wide range of client services including scheduling appointments, fielding client questions and concerns, preparing income tax returns, and bookkeeping.
Wendy is a graduate of Penn.
Katie, Bruce's wife, is a graduate of Millersville University and Lehigh University.
Our goal is to provide each client with superior wealth management and tax services.
We will deliver all of our services in a way that is consistent with the highest levels of honesty and integrity in a prompt and courteous manner.
We recognize that each person's needs and goals vary and must be handled on an individual basis.
We will make every effort to understand and address those specific needs and goals.
We will deliver all of our services in a way that is consistent with the highest levels of honesty and integrity in a prompt and courteous manner.
We recognize that each person's needs and goals vary and must be handled on an individual basis.
We will make every effort to understand and address those specific needs and goals.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
We have helped many people just like you with similar issues and concerns.
We specialize in creating an approach that is designed to address your individual situation.
Please take some time to explore the information located under the "Wealth Management" tab of our website.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
We have helped many people just like you with similar issues and concerns.
We specialize in creating an approach that is designed to address your individual situation.
Please take some time to explore the information located under the "Wealth Management" tab of our website.
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.
Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.
Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
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